Services
More profit from the crew
and inventory you already have
From clean books to job costing, product margins, and cash forecasting, Level pairs hands-on accounting and CFO guidance with custom AI agents that track margin, find stuck cash, and surface weekly actions.
The short answer
Level is the full finance team for contractors, service businesses, and ecommerce brands
Level provides bookkeeping, monthly close, controllership, and CFO guidance as one connected team. We reconcile field, POS, ecommerce, and accounting systems, build job, SKU, and customer margin visibility, plan cash, compare performance with Level's proprietary benchmark research, and use custom AI agents to surface the actions your team should take every week.
The fit is strongest when clean books alone are not enough because labor, jobs, inventory, billing, cash, and the P&L stop agreeing across systems.
What we do
More profit, from the crew and inventory you already have
Bookkeeping, job and product costing, inventory and cash flow forecasting, and weekly cash management, paired with custom AI agents that monitor margin and cash leakage every week.
Foundation
Bookkeeping & monthly close
Clean monthly books, reconciliations, and organized financials a CPA can stand behind, the accounting foundation everything else runs on.
Finance leadership
Controller & CFO guidance
Monthly close, job and product costing, cash flow forecasting, inventory and working capital planning, and budgeting. Finance leadership that improves how you run the business, not just how it gets recorded.
Accounting ops
Payroll, AP/AR & sales tax
Day-to-day accounting handled: payroll, accounts payable and receivable, and sales tax, coordinated with your books and your CPA.
Core metric
Gross profit per labor hour
See which jobs, customers, crews, and workflows turn scarce labor into margin, and which ones quietly consume your best people.
Cash proof
Cash trapped in open jobs
Find completed work or inventory with cost in the system but no cash back yet: unbilled work, slow invoicing, tied-up inventory, and collection delays.
AI operating layer
Custom AI agents
Agents monitor operations and finance, flag margin and cash leakage, and surface the actions each office should take this week.
Margin leakage
Callbacks and revisits
Track repeat visits, warranty work, and senior-tech capacity drain as real margin leakage, not just operational noise.
Customer yield
Best and worst customers
Find customers that consume your best people but barely make money, then reprice, reroute, or walk away with confidence.
Office cadence
Weekly action lists
Each office gets a short list of jobs to close, invoices to send, callbacks to investigate, and customers to review.
Systems
Operations + finance integration
Connect ServiceTitan, BuildOps, Jobber, Shopify, Toast, EHRs, QuickBooks, Sage, NetSuite, and other systems into one operating layer.
Benchmarks
2,200+ operator comparisons
Compare your margin, billing speed, collections, inventory turns, and labor yield against benchmarks by industry.
Thesis
Built by operators, for operators
Level uses AI to connect operations, inventory, and finance so every job, crew, product, and channel produces more margin and cash.
Every engagement starts with a profit snapshot: gross profit per labor hour, cash trapped in open jobs, and the actions each office should take next.
See pricing →Start with the problem
Different businesses. Same visibility gap
Owners usually do not need a generic services menu. Field software, accounting, payroll, and cards each hold a piece of the truth, and one person becomes the fragile bridge between them. You need to know which number is wrong, missing, late, or impossible to trust, before the back office becomes the ceiling on growth.
Clean books, but no operating visibility
Monthly close, reporting, and dashboards that show cash, margin, and what changed.
See the clean data layer →
Job, product, and customer margin gaps
Find where labor, inventory, billing, fulfillment cost, and the P&L stop agreeing.
Read the costing guide →
Operations + accounting data problems
When ServiceTitan, BuildOps, Shopify, Toast, QuickBooks, Sage, or NetSuite data does not reconcile.
Browse integrations →
Customer, account, or location profitability
For companies where revenue is not the same as profit by customer, contract, crew, account, or location.
Find your operating model →
Industry pages
Built for the way your business actually runs
Every industry page goes deep on the operating mechanics that matter for labor-heavy work: rework, billing lag, job margin, customer yield, and cash trapped in open jobs.
When Level is the wrong fit
Do not hire Level for another monthly presentation
Level is not a good fit if you only want validation, will not change pricing, billing, staffing, or customer decisions, or want advice without giving anyone authority to repair the underlying finance process. The work creates value when an owner wants trustworthy numbers and is prepared to act on what they show.
Operating review
Questions before choosing the finance scope
The margin, cash, and operating questions we check first when reviewing your numbers.
Which operating decision can your current reports not answer?
Clean transaction records, management reporting and decision ownership are different parts of the finance function.
Is the unresolved number a source, timing or accounting issue?
A successful export does not identify why the operational view differs from the books.
What will be reviewed every week after the initial cleanup?
A one-time fix does not define ownership of later edits, missing costs or failed handoffs.
Ready to see where your team's time turns into margin?
Free profit snapshot. We connect operations and finance, benchmark you, and show what to fix first.
No commitment. Real numbers, not generic advice.