Ando Finance connects to QuickBooks and your bank, then surfaces the handful of numbers that decide whether you're making money this month — cash on hand, profit by job type, what's recurring out the door, and who owes you. No more guessing on Monday morning.
QuickBooks holds the truth. The problem is, the truth is buried under twenty reports. Ando Finance pulls the four numbers an owner actually needs and shows them clean.
Not the bank balance. Cash on hand minus what you owe in the next 30 days, plus what's actually likely to land. Updated daily; readable in 10 seconds.
Gross margin broken out by service line, customer, or technician. The job that looks profitable on the invoice often isn't once you tally the windshield time. We show you.
Every recurring charge in your business — software, subscriptions, vendor fees — surfaced and totaled. The forgotten $39/mo from 2021 that's still hitting your card.
The receivables that are aging out, sorted by customer, with one-click follow-up. Most owners can win back two months of cash just by reading this view once a week.
Same software, two shapes. Pick whichever fits the way you actually like to buy things.
Get on the early-access list. We'll get you connected to QuickBooks and your bank, walk through the views once, and hand you the keys. Cancel any time. Built for owners who'd rather drive it themselves.
Frank sets it up inside a consulting engagement — connects your accounts, configures the views to your business, trains your team. You own it; no monthly rent.
No. The software is one offering. Plenty of clients work with me on operations and AI without ever touching Ando Finance. They're decoupled by design.
Most aren't on day one. Ando Finance reads what's in QuickBooks — if the books are messy, the views surface that. For self-serve, you'll see the mess. For build & own, cleaning the books is part of the engagement.
QuickBooks and Plaid connections use the same authentication those services already provide. We never store your bank credentials — read-only access tokens only. You can revoke any time.
QuickBooks Online is the supported integration today. If you're on Xero, FreshBooks, or Sage, talk to me first — we'll know quickly whether the built-and-owned path fits.
That's the built-and-owned path. You pay for the setup engagement, you own the dashboard. No monthly subscription. Trade-off: it's scoped per project, not a fixed price.
Ando Finance shows you the four numbers that actually decide if you're making money this month — surfaced in one place, in plain English. QuickBooks shows you everything. The work is in deciding what to look at; we already did that.
The first 30-minute call is free. Five minutes in I'll tell you straight whether the subscription is enough, whether the built-and-owned path is the better answer, or whether neither is the right fit for what you're trying to solve.
Book a free call