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AI Forecast
Cash Flow
Job Profits
Payroll Sync
Expenses
Invoices
Financial OS for Service Businesses

Know exactly where your money is and where it's going

A simple, visual, AI-powered financial operating system for service businesses. Track cash flow, calculate job profits, manage payroll, and get AI recommendations — all in one place.

No credit card required. Free plan available.

Built for service businesses

Mobile DetailingLandscapingHVACPlumbingElectricalCleaningPaintingDentists
The Problem

Most small business owners don't know their numbers

You have money in the bank — but is it yours? Is it for payroll? Taxes? QuickBooks and spreadsheets weren't built for service businesses. You need a system that shows you exactly what you can spend, what you're owed, and what's coming next.

78%

of small business owners say they don't have a clear picture of their financial health at any given time.

One Dashboard

Your entire business at a glance

Available cash, revenue, profit, upcoming bills, payroll due, outstanding invoices — all on one screen. No digging through reports.

Available Cash
$24,850
+12%
Revenue Today
$3,420
Profit This Month
$18,200
+8%
AI Health Score
84/100
Good
Features

Everything a service business needs to manage money

From job-level profit tracking to AI cash flow forecasting — built for the way service businesses actually operate.

Dashboard

Real-time view of cash, revenue, profit, upcoming bills, payroll, and outstanding invoices.

Income Tracking

Revenue by customer, service, employee, location — daily, weekly, monthly, yearly.

Expense Tracking

AI automatically categorizes expenses from uploaded receipts. Search, filter, and report.

Cash Flow Management

30 and 90-day cash forecasts. Know exactly how much you can safely spend today.

Job Profit Calculator

Auto-calculate actual profit per job — revenue minus labor, materials, fuel, and fees.

Payroll Management

Track hourly pay, commissions, tips, bonuses, and payroll due dates for every employee.

Accounts Receivable

Track unpaid invoices, send automatic reminders, and know who owes you money.

Reports & Analytics

Daily, weekly, monthly, quarterly, and yearly reports. Export as PDF or Excel.

Bills Center

Track recurring expenses like rent, insurance, and subscriptions. Get notified before they are due.

Financial Goals

Set revenue, profit, and savings goals. Track progress automatically against real data.

AI Financial Assistant

"You have 5 unpaid invoices." "Payroll is due in 3 days." AI recommendations tailored to your business.

Secure Multi-User

Role-based permissions (Owner, Manager, Employee). Cloud backup, encryption, 2FA.

Cash Flow

How much money can you safely spend today?

Intellifin answers this question instantly. See money coming in, money going out, net cash flow, and a 30/90-day forecast — so you never run out of cash unexpectedly.

30-day and 90-day cash flow forecasts
Predicted account balance based on real data
Cash flow trends with visual charts
Alerts when cash is running low
Cash Flow Forecast
+$6,400
Net 30-day
Money coming in$24,500
Money going out$18,100
Predicted Balance$42,300
Job Profit

Know exactly how much profit each job generated

Every completed job auto-calculates actual profit. Revenue minus employee pay, fuel, materials, processing fees, equipment, and travel — so you know which services actually make you money.

Example Job Breakdown
Service Revenue$450.00
Employee Pay-$120.00
Fuel & Materials-$45.00
Processing Fees-$13.50
Net Profit$271.50
Payroll

Payroll that actually makes sense

Track hourly pay, commissions, tips, and bonuses. Know exactly what you owe before payday, and see how each employee contributes to your bottom line.

Track commissions and hourly pay
Employee performance reports
Payroll due date notifications
Revenue generated per employee
AI Assistant

Your business has an AI that watches your back

Intellifin continuously monitors your connected accounts, invoices, bills, and job details. Get real-time, proactive notifications so you never miss an invoice, get hit by hidden expenses, or run short on payroll cash.

Proactive monitoring of overhead spikes
Predictive calculations for upcoming payrolls
Automatic job profitability analysis reports
Live Intelligence Feed
Active Scan Running
WarningJust Now

You spent 22% more on advertising this month compared to average.

Action Required

You have 5 unpaid invoices totaling $8,400. Send automated reminders?

Upcoming Bill

Payroll is due in 3 days — $7,200 estimated cash requirement.

Profit Optimization

Your ceramic coating service produces the highest profit margin (68%).

Safe to Spend

You can safely spend up to $4,200 today without affecting cash requirements.

Billing

Subscription billing,
without the headache

Add subscriptions to your B2C or B2B application without having to write payment code, custom UI, or wrangle webhooks. Just drop in React components and start earning recurring revenue.

Here's what you can do out of the box:

Define and manage plans
Unify user and subscription data
Gate access to content
Acme, Inc.
ProductPricingIntegrationsBlog

Tailor made pricing from Acme, Inc.

Free 365-day trial, no credit-card required

Billed annually
Starter Acme Plan
$9/ month
Pro Acme Plan
$19/ month
Checkout

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Join the customers and champions who trust Clerk. Free for your first 50,000 monthly retained users and 100 monthly retained orgs.

"

Clerk's integration gives Supabase developers another incredible option for handling authentication. And the Clerk team are a pleasure to work with.

Paul Copplestone
Paul Copplestone
Supabase, CEO

I rolled my own auth and this is the amount of code I needed just to setup 2 OAuth providers, magic link, credential login, account joining. I haven't even added forgot password flow yet, and my code is probably filled with vulnerabilities. btw, you don't need to remind me that Laravel has all of this out of the box, we all know already.

WebDevCody
WebDevCody
@webdevcody

The @clerk CLI is really good. Authentication used to be such a nightmare, but the CLI makes things very easy

John Ennis
John Ennis
@johnennis

Setting up authentication has always been a pain, even with agentic coding (plz never ask your agent to spin up your own custom auth). Both Clerk and pre.dev are absolute lifesavers.

Arjun Raj Jain
Arjun Raj Jain
@ArjunRajJain

Clerk is the gold standard for authentication in React and Next.js. Absolute joy to build with.

Theo - t3.gg
Theo - t3.gg
@theo

I implemented authentication in my starter app using Clerk's custom flow setup, and it's been great having full flexibility over how users sign in and register. The video walks through a demo app built using my boilerplate template.

ronald solticzki
ronald solticzki
@RSolticzki

I've used supabase auth, firebase auth and clerk. Had the most difficulties with clerk, but once I get into it it works great. Using Clerk only now

Clim Stefan
Clim Stefan
@climstefan
Get Started

Stop guessing. Start knowing.

Join thousands of service businesses using Intellifin to track cash flow, calculate job profits, and make smarter financial decisions.

Free plan available. No credit card required.