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KPI strip
Start with collected revenue, outstanding balance, invoice state, and accounting health.
Accounting
Keep job finance, invoices, payments, and reports in one accounting workspace.
Fieldaira accounting is tenant-scoped and built for compact finance work: KPI cards, filters, exports, invoice tables, payment tracking, ledger activity, settings, and embedded AI assistance.
Finance workspace
KPI-first accounting
AI option
Invoices
Payments
Ledger
Revenue categories
Reports
What is Fieldaira Accounting?
Fieldaira accounting is a tenant-scoped finance workspace where home improvement companies manage invoices, payments, ledger activity, revenue categories, and reports in one place. KPI cards, filters, compact tables, exports, and embedded AI assistance keep finance work fast without switching between spreadsheets and disconnected tools.
Accounting workflow
Compact finance work, connected to the operating record.
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Controls row
Put filters, export, actions, and AI accounting controls directly above the working table.
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Invoices
Review customer, job, amount, balance, due date, payment state, and row actions.
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Payments and ledger
Keep received payments, refunds, adjustments, and ledger impact connected.
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Accounting reports
Expose finance summaries and AI help inside accounting, not as a detached side menu.
AI-assisted accounting
Finance help stays inside finance work.
Tenant-scoped accounting
Each organization keeps accounting records, settings, revenue categories, and reporting in its own workspace.
Dense finance UI
KPI cards, compact controls, tables, row actions, and export options keep work fast for finance users.
AI inside workflows
Accounting AI stays embedded in accounting and accounting reports so help appears where finance work happens.
Operations connection
Invoices, payments, refunds, deposits, and closeout status stay connected to jobs and customers.
Related industries
Accounting for home improvement teams.
Roofing and Gutters
Fieldaira helps roofing and gutter teams manage canvassing, inspections, photo evidence, estimates, approvals, installation scheduling, service follow-up, warranty, and reporting.
Windows and Doors
Fieldaira connects window and door lead intake, measurements, product selections, proposals, contracts, installer packets, project updates, warranty, and finance workflows.
Siding and Exterior
Fieldaira helps siding and exterior remodeling companies manage inspections, proposals, material decisions, crew schedules, completion evidence, warranty, and reporting in one workflow.
Kitchen and Bath Remodeling
Fieldaira supports design intake, estimate review, selections, approvals, staged scheduling, customer updates, documents, payments, warranty, and reporting for kitchen and bath remodelers.
HVAC
Fieldaira connects HVAC sales, service intake, diagnostics, estimates, installation schedules, technician notes, customer communication, invoices, warranty, and performance reporting.
Electrical and Lighting
Fieldaira helps electrical and lighting contractors coordinate service intake, estimates, scheduling, job documentation, compliance notes, customer updates, invoices, warranty, and reports.
Solar and Energy Upgrades
Fieldaira helps solar and energy teams connect site surveys, proposals, financing, approvals, installation readiness, customer communication, warranty, accounting, and reporting.
Concrete, Masonry, and Driveways
Fieldaira helps concrete and masonry teams coordinate estimates, schedules, materials, crews, job photos, customer communication, invoices, warranty, and performance reporting.
Related features
Pairs well with
Most teams roll out Fieldaira surfaces in pairs — connected workflows that share the same customer, job, and KPI source of truth.
Sales
Contracts, financing, and deposits sync to invoices and revenue.
Reports
Revenue, collections, and cash KPIs roll into ops dashboards.
Business Customer
Approved quotes become invoices the customer can pay in-portal.
FAQ
Quick answers about accounting.
How does accounting connect to jobs and customers?
Invoices, payments, refunds, deposits, and closeout status stay directly connected to the job and customer records so finance users do not have to recontextualize transactions.
Can I export accounting data?
Yes. The accounting workspace includes export controls so you can pull invoice lists, payment records, and ledger activity for external reporting or reconciliation.
How does AI help with accounting?
AI assistance is embedded inside the accounting workspace and accounting reports so contextual help appears where finance work happens — not as a detached chatbot.
Is accounting scoped per organization?
Yes. Each tenant keeps its own accounting records, settings, revenue categories, and reporting in a separate workspace so data does not leak between organizations.
What reports are available in accounting?
The accounting workspace exposes finance summaries, revenue breakdowns, aging, and AI-assisted report views directly inside the accounting section without requiring a separate reports module.