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Profit Intelligence for QuickBooks

Know which jobs are making you money, and which ones are costing you.

JobProfitAI turns your QuickBooks data into clear job profitability, margin insights, profit alerts, and actionable recommendations, so you can catch profit leaks before they become expensive.

14 days free. No credit card required.

  • Connect QuickBooks
  • Understand profitability
  • Receive actionable insights
  • No complicated spreadsheets
Profit DashboardExample data
Active Jobs With Activity
18
Revenue
$1,284,500
Tracked Job Costs
$982,140
Job Gross Profit
$302,360
Average Job Margin
23.5%
Your Target Margin
28%
Jobs Below Target
5
Profit At Risk
$58,420

Needs Your Attention

JobIssueFinancial ImpactSeverityEvidence
Harborview Roof ReplacementActual costs are 14% over the estimate$10,200highStrong evidence
Cedar Ln. Deck RebuildMargin has declined over the last several weekly briefs$14,900highSome evidence
Riverside HVAC RetrofitLabor cost is unusually high vs. similar completed jobs$9,260mediumSome evidence
Oakfield Warehouse Fit-OutMargin is 6.2 points below your 28% target$12,860mediumStrong evidence

The problem

QuickBooks records what happened. It doesn't tell you what it means.

Your accounting system is a faithful record of money in and money out. But at the end of a month, you're still the one left answering the questions that actually decide whether the business makes money.

  • Which jobs are actually profitable?
  • Which jobs are below the margin we expected?
  • Where did costs run over?
  • Are margins improving or getting worse?
  • What needs attention right now?
  • What should I change on future jobs?

JobProfitAI turns accounting data into profit intelligence.

What you get

Profit intelligence, not another dashboard to check

Revenue and costs come straight from your QuickBooks company. Three things QuickBooks has no field for are set here instead: a job type, your internal cost estimate, and whether a job is finished. No spreadsheets to maintain.

Job Profitability

See revenue, costs, gross profit, and margin by job, with the cost breakdown behind every number.

Margin Leak Detection

Quickly identify jobs where costs or profitability are moving in the wrong direction, with the dollar impact attached.

Profit Intelligence

Turn financial results into understandable observations and next actions, each traceable back to the jobs behind it.

Weekly Profit Brief

Automatically receive the most important profitability insights rather than constantly checking reports.

Historical Trends

Understand how margins and profitability are changing over time, by month or by quarter.

Data Health

See exactly what's missing before you trust a number. Untagged costs, jobs with no estimate on file, time entries with no rate. Instead of numbers that quietly guess.

How it works

Connect in about two minutes, then fill in what QuickBooks can't tell us

1

Connect QuickBooks

Securely connect your QuickBooks Online account through Intuit's own login. You never give JobProfitAI your QuickBooks password.

2

JobProfitAI analyzes the numbers

Your jobs, revenue, costs and accounting history are turned into understandable profitability intelligence. Job by job.

3

Add a job type and a cost estimate

QuickBooks has no field for either, so they're entered here. We suggest the job type from the job name. This is what powers budget variance, forecasting and cross-job comparison.

4

Know where profit is being made and lost

See what deserves your attention right now, and what actions may improve profitability on the work ahead.

Not just another report

Know what happened. Understand why. Know what to do next.

A report tells you a job came in 14% over. That's the easy part. The value is in knowing it's a pattern across your roofing work, what it has cost you so far, and what to change before you quote the next one.

  • Every finding is traceable

    Each insight names the specific jobs behind it, so you can check the reasoning rather than take it on faith.

  • Numbers come from your data, not the AI

    Every dollar amount, percentage and confidence level on a Profit Insight is calculated by the application and shown as calculated. The AI writes the explanation around them.

  • Gaps are stated, not filled in

    When a job has no estimate on file, JobProfitAI says so instead of inventing a baseline to compare against.

Profit IntelligenceExample data

Roofing jobs are coming in over estimate by an average of 14%

Strong evidence
Evidence
Across 6 completed roofing jobs, actual cost exceeded the estimate on 5 of them, by an average of 14%. Material cost accounts for most of the gap.
Financial impact
$47,300 of margin across those jobs
Recommended action
Review how material quantities are estimated on roofing work before quoting the next one, and check current supplier pricing against the figures your estimates assume.

Every insight traces back to the specific jobs behind it. Dollar amounts and confidence levels are calculated from your QuickBooks data, not written by the AI.

Weekly Profit Brief. Monday, 8:00amExample data

JobProfitAI <noreply@jobprofitai.com>

Weekly Profit Brief, week of Mar 10

What changed since the brief for the week of Mar 3

  • Harborview Roof Replacement: $6,800 in new costs. Margin 24.0% to 17.2%. Now 14% over its estimate.
  • Maple St. Kitchen Remodel: Marked completed. Finished at 31.4% margin.
  • Oak Ave Bath: New job, $18,200 billed and $4,650 in costs so far.

Harborview Roof Replacement is the one to look at. It is now $10,200 over its $72,600 estimate with the job still open. It is still profitable, at 17.2% margin, so this is an overrun to watch, not a loss.

Two jobs still have no cost estimate on file, so they’re left out of the over-budget numbers rather than guessed at.

Weekly Profit Brief

Your most important profit insights, delivered automatically

You shouldn't have to remember to go looking for problems. Once a week, at a day and time you choose, JobProfitAI emails what changed since the last brief: new costs and billing on each job, jobs that just went over their estimate, margins that moved. A short written summary follows, leading with the job that most needs a look.

  • Sent on the day and hour you pick, in your timezone
  • Goes to you, your PM, your bookkeeper, as many recipients as you want
  • Leads with the most consequential thing, not an even summary of everything
  • If your data is too incomplete to say anything reliable, it tells you that instead of guessing

For accountants & bookkeepers

Help your contractor clients understand their profitability.

You already have their QuickBooks data. JobProfitAI turns it into the job-level profitability conversation your contractor clients keep asking you for, without building a spreadsheet for each one. Firms working with several contractors can join the JobProfitAI Partner Program and earn recurring commission.

Referring a client never gives you access to their financial data. That always requires their explicit permission.

Pricing

Two plans. Both include the intelligence.

Find one costly margin problem and JobProfitAI can pay for itself. Every plan includes the insights and recommendations. The higher tier adds scale and deeper analysis on top; it doesn't unlock the core promise.

Most Popular

Profit Intelligence

Contractors who want ongoing visibility into where they're making and losing money.

$149/month
Start Free Trial

14 days free. No credit card required.

  • 1 QuickBooks Online company
  • Up to 100 active jobs
  • Job profitability dashboard
  • Revenue, cost, gross profit and margin by job
  • Cost breakdown by category (labor, materials, subs, equipment)
  • Estimate vs. actual comparison
  • Margin leak detection and cost-overrun alerts
  • Jobs-below-target-margin tracking
  • Profit leakage breakdown per job
  • Historical profitability trends
  • AI-generated profit insights with recommended actions
  • Data Health checks on your QuickBooks data
  • Weekly Profit Brief by email
  • Email support

Profit Intelligence Pro

Larger or growing contractors who need more scale and forward-looking analysis.

$299/month
Start Free Trial

14 days free. No credit card required.

  • Everything in Profit Intelligence
  • Up to 3 QuickBooks Online companies
  • Unlimited active jobs
  • Forecast at completion on in-progress jobs
  • Cross-job benchmarking and pattern analysis
  • Company-wide profit opportunity findings
  • Priority support

Questions

Frequently asked questions

Does JobProfitAI replace QuickBooks?
No. QuickBooks stays exactly where it is and keeps doing what it does. JobProfitAI is an intelligence layer on top of it. It reads your job, revenue and cost data and turns it into profitability you can actually act on. You keep working in QuickBooks the same way.
How does JobProfitAI connect to QuickBooks?
Through Intuit’s official OAuth connection. You click “Connect to QuickBooks,” log in on Intuit’s own website the way you normally do, and approve access. Your QuickBooks username and password are never entered into JobProfitAI and never pass through our servers. You can disconnect at any time from Settings. More on how this works.
Do I need to change the way I use QuickBooks?
No, but JobProfitAI does need your job costs tracked as QuickBooks Projects (sub-customers). If you track job cost by Class instead, it won’t find your jobs yet. Classes are on the roadmap, not in the product. Beyond that, you will get more out of it if costs are consistently tagged to jobs, and the built-in Data Health page tells you exactly where that’s incomplete rather than quietly guessing.
Is there a free trial?
Yes, 14 days, with full access to everything.
Is a credit card required?
No. The trial needs no card and no payment details of any kind. You only enter payment information if and when you decide to choose a plan.
What happens after my trial?
Nothing is deleted. If you choose a plan, everything carries on exactly as it was. If you don’t, the profit intelligence features switch off but your account, your QuickBooks connection and your analyzed jobs all stay in place. Subscribing later turns everything back on as you left it.
Can my accountant use JobProfitAI?
JobProfitAI is built for accountants, bookkeepers and fractional CFOs to use alongside their contractor clients, and there’s a partner program for firms that work with several. To be clear about how that works today: an account belongs to one person, there is no way to share it, and a QuickBooks company can only be connected to one JobProfitAI account at a time. If you want your accountant to see your numbers, add their email address to the recipients for your Weekly Profit Brief in Settings.
How secure is my financial data?
Your QuickBooks tokens and company ID are encrypted before they’re stored, every account’s data is isolated from every other account, and payment card details are handled entirely by Stripe and never touch our systems. We’ve written up exactly what we do and don’t do on the security page, including the things we haven’t done yet.
Can I cancel anytime?
Yes. Plans are month to month and you can cancel yourself from your billing settings at any time, through Stripe’s billing portal. There’s no contract and no cancellation phone call.

Stop wondering where your profit went.

Connect QuickBooks and see which jobs are actually making you money.

14 days free. No credit card required.