Know where you're going.
RollForge makes sure you get there.

RollForge works in three layers. First, it connects to your bank accounts and QuickBooks to pull in your real numbers — automatically. Second, you can upload any file (Excel models, PDFs, custom reports) and the AI reads and remembers them. Third — and this is the part nobody else does — the AI learns from your conversations. You tell it "peak season is June through August" or "we just signed a 3-year maintenance contract" and it remembers. Forever. Every answer it gives you after that is shaped by what it's learned about YOUR business. That's the feedback loop.

Yes. Each company you add gets its own data connections, its own industry benchmarks, its own AI memory. Your HVAC company's AI knows about dispatch efficiency and callback rates. Your Airbnb AI knows about occupancy and cleaning costs. They never bleed into each other. But when you want the big picture — combined net worth, portfolio performance, cross-company cash flow — one click shows everything together. One login. Every company.

No. We've done the implementation for you. Connect your accounts (takes 2 minutes), and RollForge immediately structures your data, builds your benchmarks, and starts generating insights. No consultants. No spreadsheet mapping. No 6-week onboarding. The AI handles categorization, anomaly detection, and reporting automatically. You just tell it what you care about — "lead with cash flow" or "I want weekly reports, not daily" — and it adapts.

You define them. Tell RollForge "track occupancy rate" or "I measure average job ticket size" and it creates a custom metric for that company. Update it monthly (or let the AI extract it from your uploaded files), and it becomes part of your insights, goals, and daily briefings — just like the built-in metrics. Your business, your KPIs.

$500 per company, per month. Flat. No per-query fees, no per-user seats, no feature tiers, no overage charges. Every feature — AI chat, daily briefings, AR collections, dispatch optimization, custom reports, file analysis — is included. Add a company, the price goes up by $500. Remove one, it goes down. Prorated mid-cycle. That's it.

You control it. Toggle sections on or off — maybe your HVAC company needs dispatch and AR aging, but your rental business doesn't. Choose daily, weekly, or monthly. Choose separate emails per company or one combined portfolio briefing. Preview exactly what you'll get before saving. The reports work for you, not the other way around.

The dashboard is not the product — the AI is. Most of the value comes through your daily briefing email and the AI chat. You don't have to open a dashboard to stay informed. RollForge watches your numbers, notices the anomalies, sends you what matters, and waits for your questions. The less you have to open the dashboard, the better we're doing our job.

QuickBooks records what happened. Your accountant explains it once a quarter. RollForge watches what's happening right now, across all your businesses, every day — and tells you before you ask. It's not a replacement for either. It's the layer on top that turns historical bookkeeping into forward-looking intelligence. And unlike your accountant, it's available at 7am, remembers every conversation, and never sends a bill for a phone call.