Question 1

What is Jake CFO?

Accepted Answer

Jake is an AI CFO platform purpose-built for construction companies. It includes 18 specialized agents that automate AR collections, job costing, cash flow forecasting, anomaly detection, AIA billing, and more — all coordinated by a central CFO Manager agent.

Question 2

How much does Jake cost?

Accepted Answer

Jake starts with a free AI Readiness Assessment. Data Rehab (cleaning your ERP data) starts at $5K for the Basic tier and $7.5K–$10K for Pro. The ongoing agent platform runs $3K–$15K/month. A $500–$1K/month data maintenance option is also available.

Question 3

What ERPs does Jake integrate with?

Accepted Answer

Jake integrates with Microsoft Dynamics Business Central, SQL Server-based ERPs, Sage, Viewpoint Vista, Procore, QuickBooks, and most construction accounting systems. We come to your data — you don't move it.

Question 4

How long does it take to get started?

Accepted Answer

Most clients see their first Jake-generated action within 4 days of deployment. Data Rehab (if needed) takes 2–4 weeks. Average time from clean data to first recovered dollar: 11 days.

Question 5

Is my financial data secure?

Accepted Answer

Yes. Jake runs on SOC 2-aligned infrastructure with full audit trails, role-based access controls, and encrypted data at rest and in transit. Your data never leaves your control — Jake connects to your existing systems.

Lien Monitor

Capabilities

See Lien Monitor in action

Other agents in the suite