Level
Level provides an always-on finance and operations platform for service businesses, connecting operations, labor, billing, and finance data to surface weekly actions like jobs to reprice or invoices to chase. The platform calculates gross profit per labor hour, detects cash trapped in open jobs, and uses custom AI agents to monitor margin leaks. It integrates with tools like QuickBooks, ServiceTitan, and Procore, benchmarking against 2,200+ service businesses.
- Enterprise Software
- Financial Technology
- Data & Analytics
- Software Only
- Artificial Intelligence
- AI Agents
Funding
Founders
Founder details are not available yet.
Product
Problem
Service businesses often have accounting systems that are technically in place but lack a trusted, real-time view of cash, margin, work-in-progress, job cost, and customer profitability. Owners struggle to see which jobs, crews, and customers actually make money, where cash gets stuck, and which levers drive profitable growth, especially as they scale across locations and larger projects.
Solution
Level provides an always-on finance and operations platform that connects operations, labor, billing, and finance data into a single operating layer. The platform calculates gross profit per labor hour, identifies cash trapped in open jobs, and surfaces a short list of weekly actions—such as jobs to reprice, customers to fix, or invoices to chase—so owners can act while there is still time. Level integrates with existing software like QuickBooks, Stripe, Gusto, ServiceTitan, and Procore, and uses custom AI agents to monitor margin and cash leaks. The service includes bookkeeping, controller oversight, CFO guidance, and benchmark comparisons against 2,200+ service businesses.
Target Audience
Primary customers are contractors, trades, and service businesses (including restaurants, healthcare practices, ecommerce, staffing, cleaning, and landscaping) ranging from $500K to $100M in revenue, as well as PE-backed and multi-location service platforms.
Features
- Weekly action lists with specific jobs to reprice, customers to fix, and invoices to chase
- Gross profit per labor hour calculation across jobs, crews, and customers
- Cash-trapped-in-open-jobs detection including unbilled work and billing lag
- Custom AI agents that monitor margin and cash leaks between operations and finance
- 13-week cash forecast tied to real open work
- Benchmark comparisons against 2,200+ service businesses and $13.25B in analyzed revenue
- Integrations with QuickBooks, Xero, Sage Intacct, Stripe, Gusto, ServiceTitan, Housecall Pro, Jobber, Procore, BuildOps, and other systems
- Multi-office and multi-branch benchmarking with office and region scorecards