$500/month per company. An AI that learns from every conversation, remembers your context, and gets better over time. Everything included.
An AI CFO that learns your business — and gets better every day. Every engine. Every integration. Every feature.
7-day free trial. Card on file required — not charged until trial ends. Cancel in-app before Day 8 and pay nothing.
RollForge's AI builds a model of YOUR business over time. Every conversation adds context. The longer you use it, the more accurate it becomes. That's the feedback loop — and it's included on day one.
RollForge isn't just for HVAC, plumbing, and electrical. The same AI financial intelligence that tracks dispatch efficiency works just as well for property portfolios, short-term rentals, and multi-location franchises.
Yes — cancel in-app, no email required. Settings → Billing → Cancel Subscription. Your data is preserved for 30 days after cancellation and can be exported in full (CSV + JSON).
Yes. The free trial lets you explore every feature — AI chat, financial reports, AI-driven business planning, data integrations. Import your own data or start with a sample dataset. Evaluate the product completely before connecting everything.
A CSV export from your operations system is enough to get started. QuickBooks Online and Xero connect with one click, Plaid handles bank accounts directly. Import your data and start exploring — no blockers.
Per company. Each company (location, subsidiary, or business unit) is billed at $500/month. Add companies to scale your portfolio — no tier gating, everything included in each. Prorated credits apply when you remove a company mid-cycle.
Yes — $5,000/year (~$417/month effective, saves $1,000 vs monthly). Switch to annual anytime in Settings → Billing. Prorated credit applies if switching from monthly to annual mid-cycle.
Stripe automatically prorates when you add or remove companies mid-cycle. Adding a company mid-month triggers a prorated charge for that month; removing a company gives you a prorated credit. Your invoice always reflects: N companies × $500 = $total/month.
Those tools give you a dashboard. RollForge gives you an AI CFO that learns your business, remembers your priorities, and gets smarter every conversation. You're not paying for software — you're paying for a feedback loop that replaces a $5K/month fractional CFO.
Everything. AI chat with learned memory, Plaid + QBO connections, daily briefings, custom KPI tracking, industry benchmarks, portfolio view, board deck export, alert rules, file storage. No tiers, no feature gates, no "contact sales for enterprise."
$500 × 5 = $2,500/month. Each company gets its own AI memory, connections, benchmarks, and preferences. One login, separate intelligence per company. Still cheaper than one junior analyst.
7 days, full access, no credit card required. By Day 6 the AI already knows your business — that's the point.
Yes. Monthly billing, no contracts. But your AI loses everything it learned about your business — that's the real cost of leaving.
Our infrastructure providers (Render, Neon) hold SOC 2 Type II certifications. RollForge's application-level controls are in progress. Review our full Security Summary →
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