Founder PricingFounder $49.99/mo locked for 12 months·Limited to first 115 days·Ends September 1, 2026
$180K
average revenue trades businesses leave on the table from preventable field issues every year
5-15 hrs
the time owners spend pulling reports and chasing numbers each week
ONE PRODUCT
that combines your financial systems, your operations software, and competitive intelligence - with a real CFO on the other end.
Numbers reflect industry research and conversations with trades owners. Your situation may vary - that's exactly why PunchlistHQ learns your business.
What you get
Six tools that share one brain
THE LIST
Three things to do today, written like a CFO.
Generated each morning from your financial and operational data - the most pressing customer, cash, and team issues to address before lunch.
INTEL
Live operational pulse with weekly plan and KPI tracking.
See your business in real time alongside the goals you set. Every metric tied to dollar impact, not just percentages.
MAP
The only competitive map for trades businesses.
See where your customers cluster, where competitors are running promos, and which neighborhoods are underserved. Marketing intelligence neither your accounting nor your scheduling software can give you.
BRIEF
Weekly synthesis - what happened, what changed, what to do.
Read it Monday morning. Anomaly detection surfaces the few things that shifted from your normal baseline before they become problems.
FINANCE
Industry benchmarks for every metric that matters.
See your numbers in context - typical bands for trades businesses, valuation framing for owners thinking about exit, and a real CFO on the other end when you have questions.
CHAT
Ask anything. It remembers everything.
"Why did callbacks double?" "Where should I run my next promo?" After a month it knows your business better than the consultants you’ve hired.
Why it works
A briefing that knows what mattered last week
Last Monday you flagged that callbacks doubled. This Monday's briefing opens with the three jobs that drove it, what it cost you, and which tech ran each one. PunchlistHQ remembered. Most software wouldn't have.
Why it's different
INTELLIGENCE THAT CROSSES SYSTEMS
Your accounting and field operations finally talk to each other. Discover patterns hidden between the two - like which customers pay slow after which technicians serve them.
A REAL CFO ON THE OTHER END
Not a chatbot pretending to be a CFO. Real strategic guidance from a 10-year finance veteran. The kind of expertise normally reserved for $50M+ companies.
A COMPETITIVE MAP, NOT JUST A DASHBOARD
See where competitors are running campaigns and where your customer base is concentrated. Marketing intelligence that no field service software offers.
Pricing
Five tiers. Pick what fits.
Software at the bottom. Fully embedded CFO at the top. Cancel anytime.
Founder
$49.99/mo
Locked 12 months, then rolls to Starter $99/mo
Limited founder window
Software only. Full PunchlistHQ access. No CFO services included.
Starter
$99/mo
Software only
Software only. Full PunchlistHQ access. No CFO services included.
Pro
$499/mo
Software + CFO-Lite
Software + CFO-Lite. One strategic interaction per week. Monthly P&L review supplied via email.
Business
$1,499/mo
Software + general support
Everything in Pro tier + general business, banking and growth support. Up to three strategic interactions per week, 24-hour response time.
CFO Partner
$3,499/mo
Fully embedded CFO
Software + fully embedded CFO. Weekly check-ins, custom forecasting, board prep, banking relationship support, growth management, and more. Unlimited email CFO interactions with quarterly in-person reviews.
How it works
STEP 1
Connect your financial and operations systems
Connect your financial and operational systems in about five minutes. Read-only access - your data stays where it is. The product takes it from there.
STEP 2
Cross-system intelligence from the first sync
The moment your financial and operational data connect, PunchlistHQ starts surfacing patterns neither system could see alone. The product learns your business from the first sync - not after weeks of training.
STEP 3
Grow with a real CFO in your corner
Direct access to a real CFO is part of the product. Not a chatbot, not a one-off consult - a long-term partnership focused on the strategic decisions that move the business forward.
Start your free trial
14-day free trial. No credit card required. Connect your business in 5 minutes, see real insights in 10.
Start free trial →