Financial operations for roofing

Your jobs move fast.
Your money should too.

Odyssey reads the QuickBooks data behind your roofing company and turns it into the next money decision.

Check my QuickBooks free →Explore the platform ↓
14 daysNo cardRead only by default
QUICKBOOKS CONNECTEDBOOK TRUST 86
01 · READYour roofing books

Invoices, costs, customers, payments, and account balances.

02 · VERIFY
86Trusted

Weak data is stopped before it becomes a confident answer.

03 · ACTTHREE MONEY DECISIONS
COLLECT$63,950 needs attentionLedger →
PROTECT PROFITBayview is −$29,650Insight →
PREPARECash tightens Aug 17Forecast →

One QuickBooks connection. Every number checked before it becomes a decision.

Verified Veteran Owned Business memberVeteran ownedVerified member listing in the Veteran Owned Business directory
Built only for roofingInsurance, supplements, retainage, and direct pay
QuickBooks connectedProduction OAuth connection with scoped access
Honest by designTrust Score checks the books before margin appears

One financial operating system

Stop reading reports.
Run the money.

Three operating views. One shared financial truth. Each one answers the question that cannot wait until month end.

LEDGER · MONEY OWED

Every roofing receivable has its own clock.

Separate insurance, retainage, and direct pay before the followup starts. See the balance, age, tag, and next action in one operating view.Explore Ledger →
ACTUAL PRODUCTActual Odyssey Apex Ledger screen

INSIGHT · MONEY MADE

See the loss while there is still time to act.

Bayview is negative $29,650. Insight ties the loss to the job instead of burying it inside a month end report.Explore Insight →
ACTUAL PRODUCT · BAYVIEWActual Odyssey Apex Insight screen showing Bayview's negative margin

FORECAST · MONEY COMING

See cash pressure before the bank balance tells you.

Expected collections, weekly burn, runway, and behind schedule receivables become one 90 day operating view.Explore Forecast →
ACTUAL PRODUCT · 90 DAY VIEWActual Odyssey Apex Forecast screen
$

Claims reconciliation

Approved scope should become an invoice.

Drop in a carrier estimate. Odyssey compares what was approved with the invoices already in QuickBooks and surfaces the difference for review.

See how Claims works →
CARRIER APPROVED$48,600
QBO INVOICED$30,200
POSSIBLE GAP$18,400
Review required before treating a gap as collectible money.

Start with your own numbers

Your books get checked before they get trusted.

Connect QuickBooks for 14 days. Odyssey classifies your receivables, corrects the aging view, checks the reliability of the data, and produces your AR Leak Report.

  • Corrected roofing AR aging
  • Trust Score for your QBO data
  • Claims reconciliation access
  • No card and read only by default
TRUST SCOREQBO CONNECTED
82CAUTION
Invoice tagging100%
Cost tagging100%
Book reliabilityCaution
Check my QuickBooks free →No card. Cancel the connection anytime.

What happens after you connect

Your first 14 days.

No setup theater. Odyssey starts with the financial records already inside QuickBooks.

  1. 01
    CONNECT

    QuickBooks opens the books.

    You approve a scoped connection. The diagnostic is read only and QuickBooks remains the system of record.

  2. 02
    VERIFY

    Trust Score checks the inputs.

    Odyssey checks whether invoice and cost data are reliable enough to support the financial view.

  3. 03
    OPERATE

    Your money gets an action list.

    Receive corrected aging, the AR Leak Report, Claims access, and the next receivables that need attention.

Straight pricing

Start with proof.
Buy the operating layer.

The diagnostic is free. Paid software starts only after you have seen what Odyssey finds in your own books.

ONE PRODUCT$497per month

Choose Ledger, Insight, or Forecast.

FULL PLATFORM$1,200per month

Ledger, Insight, Forecast, Trust Score, and Claims.

Managed AR

Want the outcome,
not another login?

Odyssey runs the receivables operating system with you. The platform, the workflow, and the financial accountability live in one engagement.

$2,997per month
Full platform included
Talk through Managed AR →Limited to 5 delivery seats.
Verified Veteran Owned Business memberRoofing Contractors Association of South Florida member

Verified company

Built for roofing. Structured for trust.

Odyssey Apex LLC is a veteran owned Florida software company serving roofing contractors nationwide. Company credentials, access boundaries, and data practices are public and verifiable.

QuickBooks scoped connectionEncryption in transit and at restCarrier PDFs read and discardedStripe handles payment data
hello@odysseyapex.com →Privacy and data use →Terms and EULA →

The straight answers

Before you connect.

Does this replace QuickBooks?+

No. QuickBooks remains your accounting system. Odyssey reads the records needed to operate the money around roofing jobs.

Does Odyssey change my books?+

Not by default. The diagnostic and financial views are read only. Any action outside Odyssey requires explicit configuration.

What happens if my books are incomplete?+

Trust Score shows the issue and limits financial outputs that would otherwise be misleading. Odyssey does not present confident margin from unreliable cost data.

Who is this built for?+

Roofing contractors using QuickBooks Online, especially companies managing insurance, supplements, retainage, commercial work, and direct pay receivables.

Your books already have the signal

Find the money
that needs action.

Start with a free 14 day QuickBooks diagnostic.

Check my QuickBooks free →