See your books in minutes. Free for 30 days.

CounselFi builds your Financial Command Center on top of QuickBooks, Xero, or Sage — so you can see job-level margins, cash position, and WIP without the spreadsheet gymnastics. A dedicated CFO walks you through it on a 30-minute setup call.

Here's how it works

1. 1

   Submit this form

   Takes 30 seconds. No credit card.

2. 2

   30-min setup call with your CFO

   We connect QuickBooks, Xero, or Sage live with you — read-only, secure.

3. 3

   30 days free, full access

   Cancel anytime. No contract, no awkward calls.