Dashboard
The diagnostic and live dashboard bring corrected aging, AR Leak Report, Held Money, classification review, Claims, and priority customers into one starting point.
Odyssey OS
Know what is owed, made, and coming.
Odyssey OS connects to QuickBooks and gives roofing contractors one clear answer about receivables, job profit, possible claim gaps, and cash pressure.
Claims, Held Money, Trust Score, and the AR Leak Report are platform capabilities. They are not extra subscriptions.
Find what is missingAR leaks, held balances, and possible claim gaps
Work the right next stepEach receivable follows its real payment path
Make decisions from trusted numbersProfit and cash views wait when the books are weak
How it fits
Your roofing software runs jobs. Odyssey Apex watches the money.
QuickBooks stays where it is. Odyssey Apex reads the records, checks what can be trusted, and shows what needs attention next.
SOURCEQuickBooks Online
Invoices, customers, payments, job revenue, job costs, and the chart of accounts.
01Sync
Pull the current financial record.
02Classify
Separate insurance, supplement, retainage, commercial GC, and direct pay.
03Check trust
Show missing or unreliable source data before it distorts the answer.
Ledger
Turns the receivable type into the right timing, recipient, tone, and next action while keeping the owner in control.
Insight
Connects recorded job revenue and costs to margin, losing jobs, revenue mix, and customer value.
Forecast
Uses open receivables and actual payment behavior to show expected cash, runway, and pressure before it arrives.
OPERATING OUTPUTA prioritized list, controlled followups, and financial reports that update when QuickBooks changes.
Start with your own numbers
See whether the problem is real before paying.
The free 14 day check connects to QuickBooks and starts with receivables, held money, possible claim gaps, and the quality of the records underneath them.
If the books cannot support an answer, Odyssey Apex says so.
Check my QuickBooks freeBook Trust Score
Checks whether the source data can support a confident financial answer and shows the issues that need attention.
Corrected roofing AR
Separates money that is collectible from retainage, supplements, and insurance balances still inside their real payment window.
AR Leak Report
Produces a PDF with open AR, what is actually past due, payment type, priority accounts, and low confidence items to confirm.
Held Money
Reads the chart of accounts for retainage, unbilled work, and secondary receivable balances that never appear on the main aging report.
Claims access
Compares approved scope shown on a carrier estimate with invoices already created in QuickBooks.
Claims and Ledger
Find the gap. Then work the receivable correctly.
Claims and Ledger solve different parts of the same roofing money problem. Claims checks whether approved scope reached an invoice. Ledger works the balance after it exists.
Claims
Upload a carrier estimate. Odyssey reads the printed values, matches the insured to a QuickBooks customer, and compares the carrier approved amount with invoices.
- Surfaces possible approved scope without a matching invoice
- Recognizes when the document is a supplement
- Shows low confidence reads for review
- Discards the uploaded file after extraction
Claims does not interpret policy language, decide coverage, predict payment, or contact a carrier.
See claim reconciliationLedger
Once the invoice exists, Ledger places it on the correct clock and turns the receivable type into a controlled followup workflow.
- Insurance, supplement, retainage, commercial GC, and direct pay rules
- Type matched cadence, recipient, and tone
- Owner review by default with direct sending available by type
- Contractor name, phone, signature, logo, and verified sending domain
Replies return to the contractor. QuickBooks remains the source of the balance.
Explore LedgerInsight
See whether the work made money.
Insight connects the revenue and costs recorded against each job. It shows margin only to the level the books can honestly support.
Check whether your books are readyRevenue, recorded costs, margin dollars, margin percentage, and jobs already underwater.
Clear labels show whether a job has a complete profit view, partial cost tracking, or revenue only.
See insurance and retail revenue mix, where revenue sits, and how the mix changes the operation.
See lifetime revenue by customer and identify which relationships carry the business.
Forecast
See when the money is likely to land.
Forecast learns from customer payment history and the current receivable mix. It does not treat every invoice like it pays on the due date.
Expected cash by week from open invoices and actual payer behavior.
Invoices beyond the normal payment window for their receivable type, with the next action tied back to Ledger.
Weekly burn, cash runway, 12 week net cash flow, and the first projected pressure week when cost data supports it.
Average days to pay, reliability, trend, open balance, and a 30 day expected cash calendar.
One clear money picture
Each answer improves the next one.
When a payment or corrected record reaches QuickBooks, Odyssey Apex updates what is collectible, what the job made, and when cash is likely to arrive.
Find
Diagnostic, Held Money, and Claims show missing, hidden, or uncertain money.
Confirm
Classification review and Trust Score keep uncertain source data visible.
Act
Ledger turns the confirmed receivable type into the right next step and records followup activity.
Learn
Completed payments improve customer behavior patterns and the timing inside Forecast.
Prove
AR Leak and weekly reports show what cleared, what remains collectible, and what needs attention next.
Dashboard and reports
See the position. Keep a record of the change.
The live dashboard is the daily starting point. Reports turn the same operating data into something you can review, share, and compare over time.
What needs attention now.
Total open AR, money past 60 days, corrected aging, top customers requiring attention, Trust Score, Held Money, and recent followup activity.
The diagnostic in a PDF.
Shows reported versus actual past due AR, payment type, priority accounts, collectible balances, and classifications that still need confirmation.
What moved this week.
Tracks money cleared, what is collectible now, total open AR, accounts needing attention, and movement against the prior snapshot.
Managed AR
Want the operating loop run for you?
Founder run weekly AR operations include the full platform, the chase list, classification review, followup tuning, and weekly reporting.
$2,997PER MONTHBook 20 minutes
Pricing
Capabilities are connected. Pricing stays simple.
Claims is included with Ledger. Trust Score and reports support the platform. They are not separate subscriptions.
Ledger
$497 PER MONTH
$4,997 annuallyRoofing AR operations, Claims, Held Money, and controlled followups.
See Ledger →Insight
$497 PER MONTH
$4,997 annuallyJob profitability, tracking state, business mix, and customer value.
Start free →Forecast
$497 PER MONTH
$4,997 annually90 day collections, payment behavior, runway, and cash pressure.
Start free →Full platform
$1,200 PER MONTH
$11,997 annuallyEvery product and connected capability under one QuickBooks connection.
Run the diagnostic →Straight answers
What it is and what it is not.
No replacement project, no hidden claim promises, and no confident answers from incomplete books.
Is Claims a separate product?
No. Claims is included with Ledger and available during the free check. It compares carrier estimate scope with QuickBooks invoices.
Does Odyssey Apex replace QuickBooks Online?
No. QuickBooks stays your accounting system. Odyssey Apex gives you clearer answers from the records already there.
What happens when the books are unreliable?
Odyssey Apex shows the problem and limits the confidence of the answer. Missing costs do not become a made up margin.
Can I use only one paid product?
Yes. Ledger, Insight, and Forecast are each $497 per month. Odyssey OS is $1,200 per month.
Start with your numbers
Know where your money is.
Check my QuickBooks free
14 days. No card. No required call.