QuickBooks for Whittier contractors

You're running a service business in Whittier. You're dispatching jobs, managing crews, handling the weather swings that come with Southern California's climate. The last thing you want to do is log into QuickBooks every evening to figure out which invoices are sitting unpaid, whether cash actually came in, or where next month's money is coming from. SagiFlo is an AI agent that reads your QuickBooks for you and texts you what matters: unpaid invoices, overdue payments, deposits that landed, and where your cash is heading. You never touch the books. You just get the signal.

SagiFlo connects to your QuickBooks account in read-only mode—it never moves money, never edits a line, never replaces your bookkeeper. It watches your invoices, payments, and cash flow, then texts you the picture every day. Invoice went out Tuesday? You'll know when it's opened and unpaid by Wednesday morning. A check landed? You'll see it before you drive to the bank. You've got three jobs scheduled for next week but two estimates haven't converted to invoices yet? SagiFlo flags it. The system also syncs with your Google Calendar so every booked job is there, and you see the full week at a glance.

In Whittier, where HVAC and plumbing work spikes in summer and electrical demand stays steady year-round, cash flow isn't a nice-to-have—it's how you keep trucks rolling and crews paid. Contractors here manage dense neighborhoods where call volume can spike fast, and a single unpaid invoice can cascade into payroll headaches. SagiFlo sends you a text when a job's been sitting unpaid for 10 days. It alerts you to seasonal patterns in your own data. It lets you text back to confirm a payment landed or ask for a breakdown. You're not guessing. You're not digging. You're running the numbers in real time, from your phone.