For Trades
Built for the financial chaos of skilled trades.
HVAC, plumbing, electrical, commercial mechanical, roofing. Most software companies start with easier customers. We started with you.
Multi-entity holdings. Variable labor crews. Materials going out the door before you've billed for them. Progress billing on commercial work. Net-90 receivables. Five disconnected software tools. Most software founders look at trades and pick something easier. We looked at trades and saw the business that needed this most — and the business whose books are the hardest in America to keep current. If we can do it for you, we can do it for anyone.
Five things every trades owner knows, that their software doesn't.
Did this week's jobs make money?
The trucks ran. The schedule was full. You can't tell which jobs were actually profitable until your books close next month.
Busy but broke.
Revenue is up. The bank account is flat. Somewhere between dispatch, parts, and labor, the margin is bleeding — and nobody can find it in time.
Which trucks, which techs, which customers make money?
The high-revenue jobs aren't always the profitable ones. The most-profitable techs aren't always your best closers. You suspect it, but you can't prove it.
Maintenance plans renewing themselves into thin air.
Last year's plans expire. Renewals get missed. Vendor overcharges land on the next invoice. A few hundred dollars walks out the door every week.
Your CPA shows up in March.
By the time the books are clean, the year is over. The decisions that needed to be made in May were made with bad information — every year.
We make the systems you already pay for work together.
You stay on Jobber, ServiceTitan, or Housecall Pro. You stay on QuickBooks or Xero. You keep your bank, your payroll, your card platform. COSai is the layer in between that holds the context, runs the reconciliations, and tells you what's actually happening across all of them.
We connect to:
The first 90 days for a design partner.
Concrete and transparent. This is what onboarding actually looks like — not a marketing version of it.
Day 1
Connect your accounting (QuickBooks or Xero), your bank, your field service tool (Jobber, ServiceTitan, or Housecall Pro), and your payroll. About 20 minutes.
Week 1
Our system starts reading across everything and reconciling automatically. You see your first real-time cash position.
Week 4
First monthly report — written in plain English — showing what we caught, what we recovered, and what your books look like now versus before.
Day 90
Full conversation about how much of the back-office work you want us handling on autopilot vs. with your approval. (You stay in control of that. Always.)