Forge is for
Tradies.

Know your cash, your jobs, and your next move - without touching a spreadsheet.

Real-time cash position

See which jobs are actually profitable

AI answers your financial questions 24/7

Catch overdue invoices before they hurt

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LIVE

Why is my cash down this month?

Forge

Cash is down $4,800 despite $41,000 billed this month. Three invoices totalling $19,600 are sitting unpaid - two of them more than 30 days old. The revenue is there, the timing is the problem.

1. Call Sarah Mitchell today - $8,200 outstanding, 34 days overdue.
2. Follow up Summit Developments for $6,400 this week.
3. Chase Jake Thornton for $4,800 - invoice sent 19 days ago, not opened yet.

Ask Forge anything...

Cash Runway

47days

$41,200 in the bank. Low - target 90+ days.

Overdue Invoices

$18,400

3 invoices unpaid

Oldest is 34 days. Chase today.

Integrates with

Big month on the tools. Still nothing in the bank?

Most tradies invoice well but fly blind on the numbers. You finish a job, send the invoice, and hope it adds up at the end of the month. It usually doesn't.

Forge connects to your Xero and gives you a real-time picture of your cash, your job margins, and what needs to happen next - in plain English, not accounting jargon.

Everything in one place.

Everything a trade business owner needs to stop guessing and start knowing.

Health Check

Is your business OK?

One number that tells you if your trade business is healthy, updated automatically from your books.

Cash Flow

Will you have enough cash?

See your cash coming in and going out. Know if you can cover wages, materials, and bills next month.

Alerts

Protected3 Alerts

Don't get caught out

Get warned before cash runs low or invoices go too long without payment.

Job Profit

34.2%

Which jobs make money?

See which jobs actually put money in your pocket and which ones cost you.

AI Insights

Heads up

Chase 3 overdue invoices this week

$18k in unpaid invoices over 30 days. Follow up before your next payroll run.

Tip

Materials costs up 12% this quarter

What should I do next?

Plain-English analysis of where your money is leaking, who to chase, and what to focus on first.

Get started

Meet Allen

Allen is your Forge AI financial assistant. Ask him anything about your business - he reads your numbers 24/7 and answers in plain English, no financial background required.

Allen spotted 3 things

TODAY

Chase Northshore Plumbing - $6,180 overdue

THIS WEEK

Review 3 jobs with margin under 28%

LONG TERM

Build 30-day cash buffer before winter

Proactive recommendations

Allen monitors your books 24/7 and tells you exactly what needs attention - before you have to ask.

How is my cash looking this month?

Allen

You have $42,600 in the bank - good for 61 days at your current burn rate. Two invoices are overdue: Northshore Plumbing ($6,180) and Henderson Builds ($4,320). Chase both today and you're back to 94 days runway.

Ask Allen anything...

Chat with Allen

Just ask. Allen knows your numbers and gives you a straight answer - no jargon, no waiting.

Setup

Set up in 5 minutes.

Connect Xero and Fergus - Forge pulls everything in automatically and stays in sync.

Live Xero invoices, payments, and bank feed

Fergus job margins and labour costs

Syncs automatically - nothing to maintain

Read-only connection, your tools unchanged

Connect now

Connect your tools

Live sync

Invoices · Bank feed

Jobs · Margins