LEDGERLY FIELD · Field Operations Intelligence

Financial intelligence for field service.

Purpose-built for field service companies. Four economic engines analyze every job, crew, and invoice, turning operational data into profitability insights across 14 financial views.

4 Economic Engines

Turn operational data into profitability insights

Four specialized engines analyze every job, crew, and invoice — delivering real-time financial intelligence purpose-built for field service companies.

Revenue & Job Economics

Job-level P&L with real-time cost allocation, margin tracking per project, and profitability scoring across service lines.

Job-level P&LReal-time marginsProfitability scoring

Labor Efficiency

Crew utilization tracking, overtime pattern detection, productivity scoring, and labor cost optimization per job.

Crew utilizationOvertime detectionProductivity scoring

Parts & Materials

Inventory optimization, waste tracking, vendor cost analysis, and purchase order intelligence for field operations.

Inventory optimizationWaste trackingVendor analysis

Cash Speed

Days-to-cash acceleration, billing velocity optimization, payment cycle analysis, and cash flow forecasting per project.

Days-to-cashBilling velocityCash forecasting
Financial Intelligence

14 purpose-built financial views

Every view designed specifically for field service operations — from job profitability to seasonal demand forecasting.

Job Profitability
Revenue by Service Line
Labor Cost per Job
Materials Margin
Cash Conversion Cycle
Crew Productivity
Overtime Analysis
Vendor Spend
Invoice Aging by Job
Backlog Value
Work-in-Progress
Warranty Cost Tracking
Customer Lifetime Value
Seasonal Demand Forecast
Built for the Trades

Purpose-built for field service

Financial intelligence designed from the ground up for field service companies — not a generic tool adapted after the fact.

HVACPlumbingElectricalRoofingLandscapingGeneral ContractingPest ControlCleaning Services
ERPBridge

Connects to your existing systems

LEDGERLY FIELD connects through the Enterprise Data Bridge — no ETL, no data movement, bidirectional sync with your accounting, ERP, and field service management systems.

Your ERP / FSM
ERPBridge
Unified Schema
Economic Engines
QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksWaveNetSuiteSAP S/4HANASAP Business OneSage IntacctSage 100Microsoft Dynamics 365Business CentralOracle ERP CloudTally PrimeMYOB AccountRightAcumaticaOdoo
Platform Benchmarks

Built for field operations

4

Economic engines

14

Financial views

40

ERP connectors

Real-time

Job costing

8+

Industry verticals

Full

Audit trail

Connects to your existing enterprise systems — no data movement required

SAP
Oracle
Dynamics 365
Salesforce
NetSuite
Intuit QuickBooks
Workday
Sage
Xero
Zoho
FreshBooks
Intuit
Epicor
Infor
Odoo
IFS
Snowflake
Databricks
AWS
Azure
Enterprise-Ready

Ready to transform your operational intelligence?

Enterprise-grade AI that connects to your existing systems, learns from every interaction, and takes action autonomously. Start with a guided demo.

SOC 2 compliantNo data movementFull audit trail