GritFlow connects your QuickBooks, CRM, and operational systems and gives you an AI-powered financial brain and operations brain you can actually talk to. Ask it questions about your business -- get answers with exact dollar amounts, customer names, and prioritized actions. One client found $700K+ in profit they didn't know existed.
Enterprise-grade security. SOC 2 compliant. Your data never leaves your dedicated environment.
Live Vertical AI dashboard from an actual client engagement. This is what your business gets.
The Problem Vertical AI Solves
Most $1M-$50M service businesses are sitting on a goldmine of financial and operational data. The problem isn't the data -- it's that nobody is connecting it to tell you where the money is.
Underpriced contracts, customers costing more than they pay, fees you're absorbing. Most service businesses have 5-15% of revenue leaking -- they just can't see it in a spreadsheet.
QuickBooks has the P&L. Your CRM has the customers. Your dispatch or billing system has the operations. Nobody is merging them to show you the full profit picture.
A $200K analyst to find which customers are profitable? That's what big companies do. You deserve the same intelligence without the overhead.
You know the business. But do you have exact cost-per-job, margin-per-customer, and competitive pricing data when a customer asks for a quote?
GritFlow gives you Vertical AI brains trained on your actual financial and operational data. Not a generic chatbot. An AI advisor that knows every transaction, every customer, and every cost in your business -- and speaks plain English.
Reads your P&L like a CFO. Revenue trends, margin analysis by service line, cost allocation, cash flow intelligence, and revenue leakage detection. Trained on your chart of accounts.
"Which service lines are losing money?"
"What's my true cost per customer?"
"Where is my margin shrinking?"
Scores every customer by lifetime profitability. Predicts churn before it happens. Identifies cross-sell and upsell opportunities ranked by revenue potential.
"Who are my top 10 most profitable customers?"
"Which customers are likely to churn?"
"Show me single-service accounts ready for expansion."
Connects operational metrics to financial outcomes. Workforce productivity, resource utilization, facility costs, and operational bottlenecks -- all tied back to your P&L.
"Which team members are most productive?"
"What's my cost per job by location?"
"Where are my operational bottlenecks?"
Finds every underpriced account and tells you exactly how much to raise. Revenue per hour, cost per job, break-even rates, and minimum profitable pricing -- account by account.
"Show me accounts priced below cost."
"What should I charge for this type of job?"
"What's the impact of a 3% price increase?"
Ask “What would happen if I raised prices 5% on my bottom 50 accounts?” and get a specific dollar answer backed by your actual transaction data. It's like having a CFO, operations manager, and pricing analyst on call 24/7 -- who already know every detail of your business.
Operations Brain in action: Workforce performance analysis revealing 598 additional trips possible through optimization.
Every insight includes a specific dollar amount, a specific action, and a specific customer or account. Not vague recommendations. Not charts you have to interpret. Decisions that are obvious.
No IT project. No six-month BI implementation. No expensive data teams. We handle everything. You make better decisions.
QuickBooks, Xero, Salesforce, HubSpot, dispatch software, billing systems, spreadsheets -- we connect to what you already use. No data migration. No IT project. Your data stays where it is.
Our AI merges your financial and operational data, learns your industry patterns, your cost structures, your customer base -- and builds intelligence custom to YOUR business. Not a template.
Ask questions in plain English. Get daily profit intelligence with prioritized actions, exact dollar amounts, and customer names. Your AI advisor gets smarter with every transaction.
We connected their QuickBooks financial data and TRUX operational metrics. AI merged the data and found profit opportunities the business didn't know existed -- every underpriced account stack-ranked by dollar impact with exact customer names.
Key Insight: The top 4 HIGH-priority strategies represent $708K+ in annual revenue recovery through pricing corrections alone -- requiring no new customers, equipment, or hiring. These are pure profit improvements from existing operations.
258 customers priced below cost. Every 1% price increase = $152K/yr additional revenue.
$15M revenue analyzed. 10 money-losing rolloff customers identified with exact repricing.
$5.8M revenue with 16.2% YoY growth. Breakdown by commercial, industrial, and residential.
“Before GritFlow, we were making pricing decisions based on gut feel. Now we have specific numbers for every single customer. We found nearly half a million in revenue leakage we had no idea existed -- and the AI told us exactly which accounts to reprice and by how much.”
Every plan includes a custom intelligence app built specifically for your business. The app is part of your subscription -- continuously updated and improved.
Custom AI dashboard for your business with weekly intelligence reports.
Daily auto-updating insights with continuous AI learning.
Full advisory platform with executive reports for financial advisors.
Custom AI brains, API integrations, and white-label for advisory firms.
Every subscription includes your custom intelligence app. Export your data anytime. No lock-in on your information.
Looking for a solution for your entire advisory practice? Our Enterprise plan lets you deploy custom AI intelligence for each of your clients. Talk to us about volume pricing.
RIA firms, wealth managers, and accounting practices: deploy AI profit intelligence for each of your business-owner clients. We build it. You deliver it.
Go beyond portfolio management. Show your clients exactly where profit is hiding in their business -- with specific dollar amounts and action plans.
We handle the AI platform. You deliver it under your brand. New offering, recurring revenue, and clients who never leave.
While competitors send generic quarterly reports, you deliver daily AI-powered profit intelligence. The kind of insight that makes your advisory practice irreplaceable.
Everything you need to know about how Vertical AI connects your financial and operational data to find hidden profit.
We'll connect to your QuickBooks and operational systems and run a free Vertical AI audit. You'll see exactly where the profit opportunities are -- with specific dollar amounts, customer names, and a prioritized action roadmap. Most businesses find $200K-$700K+ hiding in plain sight.
