Everything you need to run your business

Comprehensive bookkeeping features designed specifically for contractors and home service professionals

CFB Assist: Our Competitive Advantage

AI-Powered Estimates, Invoices & Business Insights

Let AI do the heavy lifting while you focus on your business. Work 10x faster than QuickBooks, Xero, or any other software.

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KPI Analysis

Track key performance indicators with AI-powered insights. Understand your business health, performance trends, and patterns at a glance with clear explanations.

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Financial Forecasting

Based on previous months and quarters, project your gross and net profits. Revenue and expense projections help you plan ahead and make informed decisions.

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AI-Assisted Scope of Work

Describe your project in simple terms, and our AI helps you craft a professional, detailed Scope of Work. No more staring at a blank page—CFB Assist suggests descriptions, materials, and tasks based on your input.

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Auto-Generate Line Items

Once your SOW is ready, CFB Assist automatically creates detailed line items for your estimate or invoice. Labor, materials, quantities—all intelligently broken down based on your scope description.

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Price Validation & Profit Analysis

AI verifies your pricing instantly—are you undercharging? Not making profit? Overcharging? Get real-time feedback to ensure every job is profitable before you send the estimate.

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Reports Breakdown & Recommendations

Get AI-powered insights: how to reduce expenses, increase profits, why your business isn't maximizing potential. CFB Assist identifies issues and suggests actionable solutions.

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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

How CFB Assist Works

Describe Your Project

Tell CFB Assist what work needs to be done in your own words

AI Drafts Your SOW

Get a professional scope of work with suggested details and tasks

Generate Line Items

CFB Assist creates itemized estimates with labor and materials

Price Check

AI verifies pricing to ensure profitability on every job

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 device and link to jobs, invoices, or expense folders

Calendar

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

Dashboard

Real-time metrics, quick actions, recent activity, and trends

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.