QuickBooks for San Rafael contractors

You're running an HVAC, plumbing, electrical, or garage door business in San Rafael. You book jobs, do the work, send invoices—and then chase down who paid and who didn't. Meanwhile, your phone rings for the next call. SagiFlo is an AI agent that reads your QuickBooks and texts you the numbers that matter: what's unpaid, what's overdue, what landed today, and where your cash is heading. You never log in to QuickBooks again. You just get texts.

San Rafael's Marine Marin climate means year-round service demand—cooling systems in summer, heating repairs in winter, humidity problems in spring. That's consistent work, but it's also chaotic cash flow. A customer calls with a $4,000 HVAC replacement in June. You invoice them. Three weeks later, you're wondering if they paid because you haven't looked at QuickBooks in four days. SagiFlo watches for you. It reads your invoices, payments, and aging account every hour. The moment cash moves or an invoice sits unpaid past 30 days, you get a text. No app to open. No dashboard to remember. Just facts, straight to your phone.

You don't need another bookkeeper or accountant. SagiFlo is not a replacement for those. It's a read-only AI layer that sits on top of your QuickBooks and texts you alerts. It sees invoices from your Google Calendar bookings, flags overdue balances, and predicts cash flow gaps before they hurt you. You stay in control—SagiFlo never touches your books, never moves money, never edits anything. It just watches and reports. For a San Rafael contractor juggling 20 jobs a month, that means you know your numbers in real time, without the friction.