The job is done. Give billing the details it needs.
The crew finished the work. The office is still collecting the information needed to prepare the invoice.
Explore the workflow and its current limitations.
Know what to ask before the books are closed.
A busy month can still leave questions about unpaid invoices, rising costs and cash needed for the next job. The Forge connects recorded financial activity to the work behind it so you can review the numbers with your finance team. Your accounting and tax professionals retain their specialist responsibilities.
Does The Forge replace my accounting software or file my taxes?
Review recorded income, expenses, unpaid balances and supporting operational detail in one working context. Use that picture to prepare questions and decisions with your bookkeeper or accountant; it does not replace their accounting or tax judgment.
Ask how this would run in your operation
Ask The Forge is an AI assistant. Answers are generated from published Forge information and may be incomplete. Do not submit confidential, regulated, or customer-specific information.
One connected platform, set up for this domain
Where it breaks down today
Project or job profitability is only known after the monthly close, if it's calculated at all.
What runs on its own
Auto-categorize revenue and cost data from delivery and sales records before it reaches the accounting platform.
What changes
Project and job margin visibility while the work is happening, not after the monthly close.
Forge — Exceptions
Invoice #2203 overdue
Redwood HOA, 12 days past due
OverdueJob #1044 missing signature
Community roofing job
ExceptionNot in the app yetPayment method declined
Alvarez residence, retry scheduled
ExceptionNot in the app yet
How this shows up day to day
Project or job profitability is only known after the monthly close, if it's calculated at all.
Cash-flow visibility depends on someone manually checking receivables, payables, and the bank balance separately.
Leadership waits on the bookkeeper to translate the general ledger into something they can act on.
Spend-by-category trends are invisible until year-end, when it's too late to adjust the current year.
Tax-relevant documentation (receipts, mileage, categorized expenses) gets assembled in a scramble at filing time instead of continuously.
Different departments report different revenue numbers because they're pulling from different points in the sales-to-cash process.
The information this runs on
Revenue record
Closed-deal and invoiced revenue, connected back to the delivery and sales records that produced it.
Cost record
Labor, materials, and overhead costs, attributed to the project or department that incurred them.
Cash position record
Receivables, payables, and bank balance, reflected together instead of checked separately.
Expense / spend category record
Categorized spend, kept current for both operating visibility and year-end tax preparation.
Who touches this workflow
Finance / Accounting
Owns the ledger and financial close; benefits from operating data arriving pre-categorized instead of reconciled after the fact.
Operations / Delivery
Generates the cost data (labor, materials) that determines project margin; needs to see it, not just report it upward.
Leadership
Makes decisions based on financial visibility; needs cash position and margin data without waiting for a monthly close.
External CPA / tax preparer
Still files your taxes; benefits from continuously categorized records instead of a year-end reconstruction.
Intake through improvement
Intake
Execution
Monitoring
Financial impact
Improvement
- Problems that need attention — A project trending toward negative margin, or an uncategorized transaction, flags for review before it distorts the monthly close.
What surfaces automatically
A project or job trending toward negative margin based on cost-to-date against revenue.
Cash position projected to fall below a configured threshold within a set forecast window.
An uncategorized or unusually large transaction awaiting review.
Receivables aging past a configured threshold without a follow-up logged.
Spend in a category trending significantly above its prior-period baseline.
What stops requiring a manual step
Auto-categorize revenue and cost data from delivery and sales records before it reaches the accounting platform.
Generate a rolling cash-position projection from current receivables, payables, and bank balance.
Flag negative-margin projects automatically for review instead of discovering it at month-end.
Assemble tax-relevant documentation continuously (categorized expenses, mileage, receipts) instead of at filing time.
The systems you keep, and what they stay in charge of
Accounting platform
The Forge reads from and shows information connected to your accounting platform; that platform keeps the official financial record.
Tax preparation / CPA
The Forge organizes tax-relevant records for handoff; your CPA or tax software still does the filing, and The Forge does not file taxes or provide tax advice.
Payroll provider
Labor cost data can inform project margin; the payroll provider stays in charge of pay calculation and payroll tax.
Banking / payment platforms
The cash-position view reflects connected bank and payment data; those institutions keep the official record of the actual funds.
Current, connector-by-connector integration status lives at /integrations.
What changes once this is in place
Project and job margin visibility while the work is happening, not after the monthly close.
A cash-position view leadership can check without asking finance to pull it manually.
Fewer surprises at tax time because spend has been categorized continuously, not reconstructed at year-end.
A shared set of revenue and cost numbers across departments instead of conflicting versions.
What you control
Define which cost types (labor, materials, overhead) attribute to project margin calculations.
Set cash-position forecast window and the threshold that triggers a low-balance alert.
Configure margin-threshold alerts by project type or department.
Choose which roles see full financial detail versus summary-level operating visibility.
Set expense-categorization rules aligned to your CPA's preferred chart of accounts.
Where this shows up by industry
Other areas worth connecting
Revenue & Sales Operations
Pipeline stalls when nobody can see it, quotes go stale when follow-up depends on memory, and closed deals lose momentum in the handoff to delivery. The Forge gives revenue operations one connected view from first lead to signed deal to first invoice.
ExploreProcurement & Vendor Governance
Purchase requests approved after the fact, vendor contracts nobody can locate when a renewal date passes, and no consistent record of who's authorized to spend what. The Forge tracks the procurement request through approval, purchase, receipt, and vendor performance as one record.
ExploreMulti-Entity Oversight
Running more than one location, brand, or legal entity multiplies every operational question by however many entities exist — and usually multiplies the number of disconnected systems along with it. The Forge gives leadership one consolidated view across entities while keeping each entity's records and boundaries intact.
ExploreThe Forge for Finance & Tax Visibility
- Project and job margin visibility while the work is happening, not after the monthly close.
- A cash-position view leadership can check without asking finance to pull it manually.
- Fewer surprises at tax time because spend has been categorized continuously, not reconstructed at year-end.
- A shared set of revenue and cost numbers across departments instead of conflicting versions.
See exactly how The Forge would run finance & tax visibility for your operation.
Full $249 applies toward Managed Launch, an annual Core or Pro agreement, an approved integration, or migration assistance.