Service & project businesses

Know which work makes money before the month is over.

Revenue can look healthy while jobs lose money. YourProfitBook attaches labour, materials, subcontractor cost, and invoices to the job, then reports the margin from the same ledger your statements come from.

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No credit card required · Your onboarding starts on the run a service company or projects path

What you actually get

Every one of these posts to the same double-entry ledger, so the operational view and the financial statements never disagree.

Job costing
Time tracking
Invoices
Accounts receivable
Bills
Project margin
Cash flow

From the job to the general ledger, without re-keying

Every operational record a service business creates already carries the accounting consequence with it.

Customer → job → budget

Create the customer once, open the job against them, and set an estimate or budget you can measure actuals against while the work is live.

Time and cost → job margin

Time entries, bills, expenses and subcontractor costs are assigned to the job, so committed and actual cost sit next to the revenue they produced.

Invoice → receivables → cash

Progress and final invoices post to receivables, age automatically, and feed the cash view — no separate invoicing tool to reconcile.

Job margin → statements

The margin you read on the job is derived from the same postings as the profit and loss, so the two never tell different stories.

Books your accountant can work in

Job costing on top of a real accounting system, not a spreadsheet bolted to an invoicing app.

Double-entry ledger

Every job cost and invoice is a real posting with a full audit trail behind it.

Reconciliation and close

Bank reconciliation and controlled period close keep the job numbers defensible at month end.

Statements and exports

Profit and loss, balance sheet, and exports your accountant can pick up without a cleanup pass.

Your first outcome

See your first job margin

Your onboarding checklist is built around that outcome, and each step is ticked off by the work you actually do in the product — not by clicking a checkbox.

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Transparent pricing, 30-day trial

Plans start at $4.99/month. All features are included during the trial, and no card is required to begin.

See plans and limits

Questions people ask before switching

Can I see margin per job while the work is still running?

Yes. As soon as a job has at least one revenue or cost input, the margin view is populated. You do not have to wait for month end.

Do I have to connect a bank account?

No. Bank connection is optional. You can import records, enter them manually, or start from demo data.

Does YourProfitBook run payroll?

Payroll is delivered through Gusto, an external provider. YourProfitBook does not run payroll natively.

Can my accountant get access?

Yes. You can invite an accountant or bookkeeper with a role, and they work in the same ledger, reconciliation, audit trail and close tools you use.

Choose your operating model

The platform is the same. What you see first depends on how the business actually runs — and your choice shapes the workspace and checklist you land on after signup.