For roofing and other contractor companies. Trinity connects to your bank, sorts every transaction and turns it into profit, cash flow and tax estimates. Our team checks your books every week, so you don't have to.
| Roof replacement, Oak St | $18,400 | 32% |
| Gutter job, Pine Ave | $4,950 | Over plan |
| Re-roof, Maple Ct | $26,700 | 27% |
| Storm repair, Elm Dr | $7,200 | Unpaid |
Example data for a fictional company.
For roofing and contractor companies with one legal owner: sole proprietors, single-member LLCs and single-shareholder S-Corps.
Bank accounts, cards, loans and jobs come together in one ledger. Every job shows what it earned, and every dollar lands in the right report.
Our first client: a roofing company in Georgia with 15+ employees. Individual result, not typical.
Trinity pulls in every account, sorts each transaction with rules built for your business, and turns it into the reports you actually read. Bank access is read-only: Trinity cannot move money.
See how it works →Every page of Trinity answers one question an owner actually asks.
Reports
The three reports accountants use, kept current every week instead of once a year. Job costs are separated from overhead, and plain-language signals tell you when runway, overhead or owner draws need attention.
| Revenue | $68,400 |
| Job costs | -$39,150 |
| Overhead | -$16,770 |
| Net profit | $12,480 |
Example data for a fictional company.
Jobs
Every job with its contract amount, planned costs and real margin. Trinity flags a job when costs run over plan, and matches ad leads to the jobs you won so you know which channel pays.
| Roof replacement, Oak St | $18,400 | 32% |
| Re-roof, Maple Ct | $26,700 | 27% |
| Gutter job, Pine Ave | $4,950 | Over plan |
| Storm repair, Elm Dr | $7,200 | 12% |
Example data for a fictional company.
Cash
Every bill, payroll and loan payment on one calendar. See who owes you and for how long, what you owe suppliers, and loan payments split into interest and principal.
| Payroll | Fri | $5,800 |
| Shingle supplier | Mon | $2,140 |
| Truck loan | Wed | $860 |
| Total due | $9,320 |
Example data for a fictional company.
Taxes
Estimate what to set aside as the year goes, with deductions tracked to the right year so your CPA has what they need. Estimates are for planning; your CPA files your return.
| Profit so far | $96,300 |
| Deductions tracked | $11,800 |
| Paid so far | $12,000 |
| Estimate to set aside | $6,120 |
Example data. Estimates are for planning, not tax advice.
Team
Invite your bookkeeper, office manager or CPA and give each a role. Transactions Trinity cannot identify go to one short Needs Review list, and every answer becomes a rule for next time.
| Owner | Full access |
| Bookkeeper | Transactions, rules, reports |
| Project manager | Jobs, calendar |
Example roles.
You don't get another app to learn. You get clean books every week.
30 minutes on how you run jobs and money today. Find out if Trinity fits, with no commitment.
We connect your bank accounts and build rules for your business. Included in every plan.
Our team checks and sorts your transactions every week. You answer a short list of questions.
Profit, cash, jobs and tax estimates in one place, any day of the month.
Every plan includes the Trinity platform, custom financial setup and a team that checks your books every week.
Core
For sole proprietors and single-member LLCs with a simpler setup.
Billed monthly
Book a callScale
For S-Corps, or LLCs moving to an S-Corp, running several jobs at once.
Billed monthly
Book a callEnterprise
For larger companies that work with banks and bonding and want Raim and your CPA working together directly.
Billed monthly
Contact salesCustom financial setup included on every plan. No setup fee, no long-term contract.
"Contractors with strong revenue kept asking me the same question: where did the money go?"
Raim Yestayev worked as a finance director at a US virtual assistant agency, inside the books of American companies every day. He built Trinity to give contractors the view big companies pay a finance department for.
Read Raim's letter to contractorsRoofing and other contractor companies with one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine.
Not yet. Trinity works with companies that have one legal owner: sole proprietors, single-member LLCs and S-Corps with one shareholder. Employees and subcontractors are fine. Companies with two or more owners, such as partnerships and multi-member LLCs, are not supported yet.
No. Trinity does not file tax returns or give tax advice. Our tax figures are estimates for planning. Your CPA makes the final decision, and you can give them access to Trinity.
Yes. Trinity prepares clean, organized data for your CPA. Your CPA files your returns and makes the final call on taxes. On Scale and Enterprise we prepare data packages every quarter, and on Enterprise we coordinate with your CPA directly.
No. We set it up and our team checks your transactions every week. You answer short questions about transactions we cannot identify on our own.
No. Bank connections are read-only. Trinity cannot make payments or transfer funds.
No. Plans are month to month and you can cancel any time; cancellation takes effect at the end of the current billing period. You can also pay yearly. Yearly plans come with a full refund in the first 30 days.
Yes. On every plan, Trinity forecasts your cash 30, 60 and 90 days ahead from upcoming bills, recurring payments, money still to collect from jobs and taxes, and flags the lowest point.
The first step is a free 30-minute call. We look at how you run money today and show you what Trinity would look like for your company.