Simpler, Smarter Bookkeeping
Built for Contractors &
Service Businesses.
Quicker estimates. Smarter invoicing. Simpler bookkeeping. Built for contractors and service businesses — you deserve software that actually understands your work.
From Estimate to Payment — Your All-in-One Business Tool
7-day free trial · Full access · Cancel anytime
60-day money-back guarantee on annual plans. Go annual and try it risk-free.
Already using another tool? Compare to QuickBooks · Compare to Xero · Compare to Sage
Customer Reviews
See what our customers have to say about CogniFlow Books
“Simpler, Faster Bookkeeping with Feature-Rich CogniFlow Books”
“I switched from QuickBooks to CogniFlow Books for Q1, and I plan to keep using CogniFlow Books because the pricing is competitive and the overall experience is much easier, simpler, and faster. It also includes a ton of features that aren’t part of my QuickBooks plans, which has made estimating, invoicing, CRM, and overall business growth feel far more streamlined. CFB Assist — more specifically their AI SOW — lets me create estimates in less than three minutes. All I have to do is briefly describe the type of work I’m doing, and the SOW is professionally written and automatically fills in my line items with the description, quantity, and price. On top of that, I also love their Price Check feature. It makes it clear whether my jobs are being priced properly or if I’m underpricing, which helps me stay fair to my customers while also making sure I can run a profitable business.”
Bogdan P.
Founder & CEO, Construction
How It Works
Simple workflow, powerful results
From estimate to payment in your pocket—without the headaches
Setup Your Business
Add your business profile, tax rates, and overhead settings. Invite team members with appropriate roles.
CFB Assist — AI Built for the Field
From job description to winning estimate in minutes
Tell CFB Assist what the job is. It handles the SOW, line items, and pricing — so you can focus on doing the work.
Describe the Job
Type a few sentences about the work — kitchen remodel, panel upgrade, new HVAC system, roof replacement. No formal write-up needed. Just tell it like you'd tell a customer.
AI Writes Your SOW & Line Items
CFB Assist generates a professional Statement of Work and breaks the job into billable line items — install, replace, labor & materials — ready to drop into your estimate.
Check Your Price
Run a Price Check to see if your number covers overhead and hits your target margin. Know before you send whether the job is worth taking.
Send & Track
Send the estimate with one click. When they sign off, convert it to an invoice, track payments, and let CFB Assist analyze your business performance over time.
We only send the job details needed to generate your SOW. Your account data stays isolated to your business — never shared across accounts.
Sound familiar?
"You finished a $15,000 job but forgot to bill for materials"
Never miss a billable item again
"It's 11pm and you're still creating invoices instead of sleeping"
Create professional invoices in under 3 minutes
"A customer "forgot" about your invoice from 3 months ago"
Automatic reminders and aging reports keep you paid
Why We Built This
We believe contractors deserve better than software built for accountants
Generic accounting software forces you to think like a bookkeeper. But you're a contractor—you think in jobs, customers, and progress payments. So should your software.
Your Business, Your Way
Custom payment schedules (50/40/10 or your own splits), deposit tracking, job costing—features you actually asked for, not features designed for retail stores.
Peace of Mind
Know exactly what each customer owes you, what bills are due, and whether that job is actually profitable—at a glance.
Time Back in Your Day
What takes 30 minutes in QuickBooks takes 3 minutes here. Spend your evenings with family, not spreadsheets.
From chaos to control
Here's what changes when you switch to CogniFlow Books
Before CogniFlow Books
- Spend hours creating estimates from scratch
- Forget to bill for materials and lose money
- Chase customers for overdue payments
- Scramble at tax time for missing receipts
- Wonder if jobs are actually profitable
- Wrestling with software designed for accountants
After CogniFlow Books
- Create professional estimates in 3 minutes
- Every cost tracked and billed automatically
- Automatic reminders keep cash flowing
- Receipts organized and linked to jobs
- Know your profit margins on every job
- Software that thinks like a contractor
What You Get
Everything you need. Nothing you don't.
No expensive add-ons. No confusing tiers. Just the tools you need to run your business.
Estimates & Invoices
Professional documents with your branding. Custom payment schedules. Get paid faster.
AR & AP Tracking
See who owes you, who you owe, and how long it's been. Never lose track of money again.
Payroll & Timesheets
Track hours, calculate overtime, pay your team. All in one place.
Financial Reports
Know your numbers. P&L, cash flow, job profitability—ready when you are.
Built for your trade
Purpose-built features for every contracting specialty.
Built for how contractors actually work
Features designed around real contractor workflows
3 min
Average time to create a professional invoice
50/40/10
Custom multi-stage payment schedules
100%
Job costs tracked and linked to invoices
Why contractors switch from QuickBooks
Built specifically for how you work—not adapted from generic accounting software
Built for Your Workflow
Custom payment schedules (50/40/10 or create your own), deposit tracking, and job costing—not features bolted on as an afterthought
One Simple Price
No $50/month payroll add-ons. No $30/month for advanced reports. Everything included.
10x Faster
What takes 30 minutes in QuickBooks takes 3 minutes here. We tested it.
Or compare directly: QuickBooks · Xero · Sage · FreshBooks · Jobber · HouseCall Pro · ServiceTitan
Questions on your mind?
I'm not tech-savvy. Will I be able to use this?
If you can send an email, you can use CogniFlow Books. We designed it for contractors, not accountants. Most users create their first invoice within 10 minutes of signing up.
What if I don't like it?
Try it free for 7 days with full access. Choose an annual plan and get our 60-day money-back guarantee on your subscription fee. Cancel anytime—your data can be exported whenever you need it.
I already have years of data in QuickBooks...
We can import your customer list with one click. And your QuickBooks data isn't going anywhere—you can run both side by side during your transition.
Is my data secure?
Bank-level encryption, automated backups, and 99.9% uptime. Your data is safer here than on your laptop.