FinanceIQ

FinanceIQ is an AI financial intelligence tool that gives contractors and construction companies a command center for their business finances. Built specifically for field-service and trade businesses, it replaces spreadsheet-based gut decisions with a structured dashboard that tracks 25+ KPIs — including Revenue, EBITDA, Cash, Gross Profit, and Net Income — alongside sparkline trends and trailing averages. The core AI feature, called IQ Analyst, lets users ask plain-English questions about their financials and get immediate answers without writing reports or formulas. FinanceIQ connects to QuickBooks Desktop and also accepts Excel and CSV uploads, with a free concierge setup offered to get users started without manual configuration. The Scenario War Room allows contractors to model key decisions — such as hiring a new crew member, changing pricing, or pursuing a large contract — as discrete business events, then compare projected outcomes side by side before committing resources. Board-ready and lender-ready reports can be generated in a single click, removing the preparation burden that typically falls on fractional CFOs or outside accountants. A dedicated "For Advisors and Firms" section indicates the platform also supports accounting firms and fractional CFOs managing multiple contractor clients from a single interface. FinanceIQ offers a 7-day free trial with no credit card required, and the concierge setup is free.

Contractors, construction companies, and field-service businesses use FinanceIQ to track financial KPIs, model business decisions with AI-driven scenario analysis, and generate lender-ready reports.