Everything you need to run your business

Comprehensive bookkeeping features designed specifically for contractors and home service professionals

CFB Assist: Our Competitive Advantage

CFB Assist — Your AI-Powered Business Suite

CFB Assist is the AI engine inside CogniFlow Books. It covers three areas: writing professional estimates & invoices, auto-categorizing your receipts, and delivering deep business analysis across 7 modules — so you can work faster and make smarter decisions.

✨ SOW AI & Line Items📄 Receipt AI📊 Business Analysis (7 Modules)

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Financial Forecasting

Projects where your business is headed over the next 3, 6, and 12 months with best-case, expected, and worst-case scenarios. Know your revenue trajectory, expense trends, and profit forecast before they happen.

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Business Strategy

Big-picture AI advice on your top 3 strategic priorities, growth opportunities you might be missing, risk factors to watch, and whether you should hire, raise prices, subcontract, or expand — with a 6-month to 2-year outlook.

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AI-Assisted Scope of Work

Describe your project in simple terms, and the AI writes a complete, professional Scope of Work in seconds — with scope, materials, methods, timeline, and contractor language. No more staring at a blank page.

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Auto-Generate Line Items

Once your SOW is ready, AI reads it and automatically creates all the individual line items — descriptions, quantities, units, and pricing. Turn a 30-minute estimate into a 5-minute one.

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Price Check Tool

Before sending any estimate or invoice, Price Check verifies your margin instantly. Is the job profitable? Are you undercharging? Get a Gross Profit, Gross Margin %, and recommended price range so you never lose money on a job.

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Profit Analysis

AI analyzes your profit margin, benchmarks it against industry standards, identifies your #1 profit leak, and gives you a Profit Health Score (1–100). Includes quick wins you can act on this week and a profit projection.

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Save hours on every estimate. Get accurate, professional results every time.

10x faster than QuickBooks • More efficient than any competitor • Built for contractors who value their time

What CFB Assist Does

Three AI-powered tools in one — available on the Advanced plan

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SOW AI & Estimates

→ Describe your job — AI writes a complete Scope of Work
→ Auto-generates all line items with quantities & pricing
→ Price Check verifies your margin before you send

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Receipt AI

→ Upload any receipt — photo, PDF, or scan
→ AI reads vendor, amount, date, and category automatically
→ Feeds directly into your expense tracking & reports

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Business Analysis

→ 7 AI modules: Profit, Revenue, Expenses, Cash Flow, KPIs, Forecast, Strategy
→ Benchmarks your business against industry standards
→ Gives specific action items & forward-looking projections

Built for Speed & Efficiency

Our software is way faster and easier to use than QuickBooks, Xero, FreshBooks, or any other bookkeeping tool. What takes 30 minutes in QuickBooks takes just 3 minutes in CogniFlow Books.

10x

Faster Workflow

Create estimates and invoices in seconds instead of minutes

3 Clicks

To Get Things Done

Simple and quick—no extra steps

Learning Time

So easy that anyone can use it right away

Quote to Cash

Estimates

Professional estimates with line items, scope of work, tax toggle, and fully customizable payment schedules (50/40/10 default or create your own splits and labels)

Invoices

Convert estimates to invoices or create from scratch. Track payment schedules, deposits, progress billing, and payment history

Payment Schedules

Flexible payment terms with deposit tracking and progress billing

Drafts

Save, resume, and manage drafts for estimates and invoices

PDF & Email

Professional PDF generation and email delivery with preview

Customer Management

Customer Profiles

Complete customer information with contact details and preferences

Multiple Addresses

Track multiple job sites and billing addresses per customer

History Tracking

View complete history of estimates, invoices, and interactions

Search & Notes

Powerful search and custom notes for each customer

Money Management

Accounts Receivable

Track outstanding invoices with aging reports (Current, 1-30, 31-60, 61-90, 90+ days)

Accounts Payable

Manage suppliers, bills, due dates, and payment status

Accounting Overview

Real-time view of revenue, expenses, net profit, and AR/AP metrics

Payment Tracking

Record payments, track paid/unpaid/partial statuses

Team & Payroll

Employee Management

Manage employee profiles with pay structures (hourly/salary/daily) and status tracking

Timesheets

Weekly, biweekly, or monthly timesheets with automatic overtime calculations

Pay Calculations

Automatic regular and overtime pay calculations with paid status tracking

Role-Based Access

Owner, Project Manager, Office Manager, and Accountant roles with appropriate permissions

Operations

Receipts

Upload receipts from your phone or device — AI automatically reads vendor, amount, date, and category (Advanced). Receipts feed directly into your expense tracking, accounting, and financial reports

Bank Transactions (Advanced)

Import and categorize bank transactions, match them to invoices and expenses, and keep your books reconciled without manual data entry

Documents (Advanced)

Store and organize contracts, permits, photos, inspection reports, and job-site documents — all attached to the right customer or project

Calendar

Event management with links to customers, documents, and job locations

Dashboard

Real-time metrics, quick actions, recent activity, and trends — Budgeted vs. Actual expense view powered by your real receipt data

Settings & Defaults

Business Profile

Complete business information and branding

Tax & Pricing

Default tax rates, payment terms, and pricing settings

Labor & Overhead

Labor rates and overhead cost tracking

Markup Settings

Configure default markup percentages for materials and labor

How it works

Simple workflow from setup to getting paid

Track Payments

Record payments as they come in. Monitor outstanding balances and aging reports.

Monitor Finances

View real-time accounting overview with revenue, expenses, and profitability metrics.

Setup Your Business

Add your business profile, tax rates, and overhead settings. Invite team members with appropriate roles.

Add Customers

Create customer profiles with all necessary contact information and addresses.

Create Estimates

Build detailed estimates with line items and payment schedules. Use smart assist for SOW drafting.

Convert to Invoices

Once approved, convert estimates to invoices instantly. Track deposits and progress billing.

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Ready to get started?

Try all features free for 7 days. Cancel anytime.