---
description: Review of Latch Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Latch | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [Latch](/software/547628/Latch)

# Latch

Canonical: https://www.softwareadvice.co.nz/software/547628/Latch

> Latch is an AI-powered financial intelligence platform designed for contractors. It provides real-time cash visibility, job costing, and financial insights. The platform supports contractors across various trades, including HVAC, roofing, plumbing, electrical, concrete, landscaping, restoration, pest control, and general contracting. It is suitable for businesses of different sizes, including franchise groups and multi-location operators.

The platform connects to QuickBooks Online accounts, bank accounts, and CRM systems to enable continuous financial monitoring and automated insights. Key features include real-time job profitability tracking, cash forecasting, and accounts payable and receivable insights. It also includes tools to identify waste, fraud, duplicate expenses, and revenue anomalies. Automated reporting delivers weekly financial updates, and the platform generates financial statements such as profit and loss reports, balance sheets, and cash flow reports. Additional reports include metrics such as EBITDA, DSCR, and DSO/DPO.

The platform is designed to provide financial intelligence through AI-driven tools. It includes features such as a virtual CFO accessible via text message and automated financial monitoring.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Latch Back Office

## Commercial Context

- **Starting Price**: US$299.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Latch Pricing Overview

Latch offers two software tiers, two human-backed service tiers, and add-on services for tax filing and R\&D tax credits. All software tiers include a 14-day free trial with credit card required.


Starter — $299/mo
Pure self-serve software. No Latch humans involved. Built for contractors who want real financial clarity without paying for a full-service team. Includes Latch AI 24/7 by text or in-app, AP Intelligence, AR Intelligence, Financial Scan, cash and banking intelligence, revenue anomaly detection, Monday Pulse weekly briefing, real-time alerts, and core financial statements. 2 users, 1 entity, 50 AI questions/month, 100 SMS/month.
Best for: $1M–$5M contractors.


Pro — $499/mo base (usage-based)
Everything in Starter plus 13-week rolling cash forecast, spend reports, overhead and break-even analysis, multi-period margin trend analysis, advanced scenario modeling, pipeline and backlog intelligence, and full monthly report package delivered the first Monday of every month. 3 included seats, up to 5 total. AI questions and SMS scale with usage.
Best for: $3M+ contractors scaling fast.


Enterprise — Custom quote
Built for PE-backed operators, franchise groups, and multi-location businesses doing $15M–$100M+. Everything in Pro plus Job P\&L, formal WIP schedule for bonding and surety, PE and banking-ready reporting, board and investor reporting, consolidated cross-entity intelligence, intercompany eliminations, franchise-specific reporting, CFO operational intelligence, marketing and sales KPIs, and dedicated account manager. White glove implementation. Annual contracts. Setup fee $5,000–$25,000 plus $2,000–$8,000+/month.


Controller Lite — From $1,500/mo
Full Latch Pro access plus a dedicated fractional controller assigned to the account. Controller reviews all Latch AI outputs weekly, oversees the client's existing bookkeeper, and conducts a 60-minute monthly call covering cash flow, margin analysis, AP/AR priorities, and strategic direction. Client keeps their own bookkeeper.
Best for: $5M–$30M contractors who want a human in their corner.

Controller Full — From $2,500/mo
Everything in Controller Lite plus fully done-for-you bookkeeping and job costing handled by expert specialists using Latch Workbench — our internal AI-assisted system. Monthly close guaranteed by the 10th. CPA sign-off on every close. Custom-priced based on revenue, entity count, and transaction volume.
Best for: $5M–$50M contractors who want to outsource their entire financial back office.


Add-Ons — Custom quote
Tax Services: AI-assisted, CPA-reviewed and signed. Business and personal returns, quarterly estimates, 1099s, and optional tax advisory retainer. Available to any tier.
R\&D Tax Credits: Specialist-led credit study for qualifying contractors. No out-of-pocket cost until credits are confirmed.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Billing & Invoicing
- Cash Flow Management
- Data Import/Export
- Expense Tracking
- Financial Analysis
- Financial Reporting
- General Ledger
- Self-Service Reporting
- Third-Party Integrations

## Integrations (16 total)

- AccuLynx
- Arborgold
- Buildertrend
- Housecall Pro
- JobNimbus
- JobTread
- Jobber
- Procore
- ROOFLINK
- RoofSnap
- Roofr
- ServiceTitan
- Workiz
- Zoho Books
- Zoho CRM

... and 1 more integrations

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [Bookkeeping Software](https://www.softwareadvice.co.nz/directory/270/bookkeeping/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8447 reviews)
2. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3593 reviews)
3. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3292 reviews)
4. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20639 reviews)
5. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1043 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/547628/Latch)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/547628-Latch/> |
| en-AU | <https://www.softwareadvice.com.au/software/547628/Latch> |
| en-GB | <https://www.softwareadvice.co.uk/software/547628/Latch> |
| en-IE | <https://www.softwareadvice.ie/software/547628/Latch> |
| en-NZ | <https://www.softwareadvice.co.nz/software/547628/Latch> |

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