OPERATIONS PLATFORM FOR TRADES

Run Every Job, Invoice, and Tech
From One System

Dispatching, job costing, parts inventory, subcontractor payables, and customer history in one platform built for trades. Agaro's ERP replaces the stack of disconnected apps that make month-end close a two-day ordeal for HVAC and plumbing shops running 10 or more techs.

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ERP & Business Operations
Search modules, runs, intents… ⌘K
Q3 Close · Day 2 Continuous

Dashboard

Operations summary across every erp & business operations module deployed in your tenant — last 24 hours.

Overview
MODULES LIVE
7
erp & business operations stack
EVENTS · 24H
3.5K
99.7% first-pass
CONTAINMENT
87%
in-band
AUDIT TRAIL
100%
replayable
OPERATIONS · LAST 24H HANDLED ESCALATED
3,536 events handled
00:0004:0008:0012:0016:0020:00
MODULES · HEALTH 7 live · tap a row to inspect
General Ledger 14 Live
Accounts Payable 88 Watch
Accounts Receivable $2.4M Watch
Procurement 24 Watch
Inventory 4,128 Watch
HR & Payroll 482 Watch
Tax & Treasury 4 ready Live
RECENT ACTIVITY Live feed · updated 1m ago
14:45
General Ledger RECONCILED Entity 04 · US — 12,408 entries
14:38
Accounts Payable APPROVED INV-4012 · Acme Supply — $48,200 · matched
13:31
Accounts Receivable CURRENT INV-7842 · Customer A — $48k · 14 days
13:24
Procurement APPROVED PO-2841 · Acme Supply — Office equipment · $12k
12:17
Inventory DRAFTED PO SKU-2841 · Widget A — On hand 14 · reorder 50
12:10
HR & Payroll SCHEDULED Bi-weekly · US — 402 employees · $980k
FINANCE · GENERAL LEDGER

General Ledger

Multi-entity, multi-currency GL with continuous sub-ledger reconciliation.

Overview
Entities live
14
4 currencies
Reconciled
12/14
2 exceptions
Variance
0.4%
in tolerance
Last close
2 days
continuous
A1 = Q3 CLOSE · DAY 2 · Sub-ledger status
ENTITY / REF DETAIL STATUS TRAIL
001 Entity 04 · US 12,408 entries Reconciled tied out
002 Entity 02 · UK 8,212 entries Reconciled tied out
003 Entity 09 · DE FX exposure 1.0834 Hedged auto
004 Entity 11 · CA 2 exceptions surfaced Review controller
005 Entity 14 · MX In flight · 642 entries Running 4m left
FINANCE · ACCOUNTS PAYABLE

Accounts Payable

Three-way match, vendor payment, and the audit trail your auditor can trace top to bottom.

Overview
Open invoices
88
auto-coded
Avg days to pay
14
−3 vs target
Match rate
96%
three-way
Disputes
4
awaiting vendor
A1 = AP · INVOICES · Open queue
ENTITY / REF DETAIL STATUS TRAIL
001 INV-4012 · Acme Supply $48,200 · matched Approved pay Tue
002 INV-4011 · West Logistics $12,800 · 2-of-3 Match awaiting GR
003 INV-4010 · Cloud One $3,402 · auto-coded Approved pay Wed
004 INV-4009 · Northstar $24,140 · disputed Disputed vendor
005 INV-4008 · Atlas $1,802 · paid Paid cleared
FINANCE · ACCOUNTS RECEIVABLE

Accounts Receivable

Open AR with aging, dunning, and the cash-application engine that posts on receipt.

Overview
Open AR
$2.4M
−4% w/w
DSO
32d
−2 vs target
Cash apply
94%
auto-matched
Past due 60+
$84k
dunning live
A1 = AR · AGING · Open invoices
ENTITY / REF DETAIL STATUS TRAIL
001 INV-7842 · Customer A $48k · 14 days Current —
002 INV-7841 · Customer B $22k · 41 days 30+ dunning · 1
003 INV-7840 · Customer C $18k · 8 days Current —
004 INV-7839 · Customer D $84k · 68 days 60+ dunning · 3
005 INV-7838 · Customer E $12k · paid Cleared auto-applied
OPERATIONS · PROCUREMENT

Procurement

Requisition → approval → three-way match → vendor payment, in one workflow your auditor can trace.

Overview
Open POs
24
in flight
Cycle time
4.2 days
−1.1 d
Approval queue
8
2 over SLA
Compliance
100%
audit trail
A1 = PURCHASE ORDERS · Active POs
ENTITY / REF DETAIL STATUS TRAIL
001 PO-2841 · Acme Supply Office equipment · $12k Approved awaiting GR
002 PO-2840 · Cloud One Annual contract · $48k In flight controller
003 PO-2839 · Northstar Software · $8.4k Pending over SLA
004 PO-2838 · Atlas Hardware · $24k Closed matched
OPERATIONS · INVENTORY

Inventory & supply

Real-time stock positions, demand forecasting, and supplier risk surfaced before the line goes down.

Overview
SKUs tracked
4,128
real-time
Below reorder
12
PO drafted
Forecast accuracy
94%
rolling 30d
Stockout risk
2
next 14d
A1 = INVENTORY · LIVE · Reorder queue
ENTITY / REF DETAIL STATUS TRAIL
001 SKU-2841 · Widget A On hand 14 · reorder 50 Drafted PO $12k
002 SKU-2812 · Widget C On hand 88 · safe OK —
003 SKU-2802 · Widget D On hand 4 · stockout risk Critical expedite
004 SKU-2776 · Widget F On hand 142 · safe OK —
PEOPLE · HR & PAYROLL

HR & Payroll

Headcount, comp, performance, time, and payroll under one record of truth — with role-based access at the data layer.

Overview
Headcount
482
+12 wow
Open reqs
14
6 active
Payroll · pending
$1.2M
next run
Time-off requests
24
awaiting
A1 = HR · PAYROLL · Upcoming runs
ENTITY / REF DETAIL STATUS TRAIL
001 Bi-weekly · US 402 employees · $980k Scheduled Fri
002 Monthly · UK 64 employees · £142k Scheduled last Fri
003 Bonus cycle · Q3 142 eligible · review Pending CFO sign-off
004 Off-cycle · expat 4 employees Drafted review
FINANCE · TAX & TREASURY

Tax & Treasury

Jurisdiction-aware tax engines, audit-ready trails, and FX exposure auto-hedged at policy thresholds.

Overview
VAT returns
4 ready
auto-prepared
FX exposure
$402k
EUR + GBP
Cash position
$8.2M
across 11 acct
Compliance
100%
SOX · GAAP
A1 = TAX & TREASURY · Pending filings
ENTITY / REF DETAIL STATUS TRAIL
001 VAT · UK · Q3 £402k due Drafted controller
002 Sales tax · US-NY $84k due Filed cleared
003 Transfer pricing · DE Q3 review In flight controller
004 FX hedge · EUR/USD Auto-hedged 1.0834 Live continuous
Org · Acme Industrial Multi-entity
Draft Deploy agent
Entities · 4 companies, 12 cost centers
R. Saito Configuring…
Capabilities

What erp & business operations actually does for home services.

01

General ledger that ties out

Multi-entity, multi-currency, with sub-ledger reconciliation that runs continuously — not just at month-end.

02

Procure-to-pay

Requisition, approval, three-way match, and vendor payment in one workflow your auditor can trace top to bottom.

03

Inventory & supply chain

Real-time stock positions, demand forecasting, and supplier risk surfaced before the line goes down.

04

HR & workforce

Headcount, comp, performance, and time — under one record of truth, with role-based access enforced at the data layer.

05

Tax & compliance

Jurisdiction-aware tax engines, audit-ready trails, and the controls your finance organization already uses.

06

Open API surface

Every entity, every event, exposed as a versioned API. Build on top, don't fight against.

Specifications

Engineered to a standard, not a slogan.

Modules
GL, AP, AR, PO, Inventory, HRIS, Payroll, FP&A, Tax, Treasury, Assets
Pick the modules you need; light up the rest as your operation grows.
Multi-entity
Unlimited
Multi-currency, multi-GAAP, intercompany eliminations, consolidated reporting.
Close
1–2 day cycle
Continuous reconciliation, automated variance analysis, and exception-only controller review.
Compliance
SOX, GAAP, IFRS
Built-in segregation of duties, change tracking, and audit log retention.
Migration
Phased cutover
Parallel run support during transition; 30-90 day cutover playbooks.
Integrations
Banks, payroll, tax, banks
Native connectors for major banks, ADP, Workday, Avalara, and 200+ others.
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Modules that compose with this one.

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Conversation Bot

A smart chat layer for your website, SMS, and messaging apps — answers questions in your tone, hands off to a human when it should.

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Operations
BI, Analytics & Logistics

Real-time dashboards, forecasts, and logistics visibility that turn the data sitting across your tools into decisions you can act on.

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Frequently Asked Questions · ERP & Business Operations for Home Services

What home services buyers ask about erp & business operations
— before they sign.

Jobber handles scheduling well but has no real job costing or inventory. QuickBooks sees only the invoice, not the labor hours and parts that built it. When profit per job is invisible, you can't tell which service lines are carrying the business. An integrated ERP closes that gap without manual exports between tools.
A scoped pilot runs about 30 days. Full production cutover is typically 8–12 weeks, including integration with the systems HVAC, plumbing, electrical, and field-service businesses already run, plus the handoff and escalation flows your team expects.
Yes. Agaro is SOC 2 Ready and HIPAA Ready, with role-based access controls, encryption at rest and in transit, per-deployment data isolation, and full audit logging — so the deployment meets the security bar HVAC, plumbing, electrical, and field-service businesses are held to.

Deploy erp & business operations
for your home services team.

A 30-day pilot will show you the integration shape, the operator experience, and the audit trail your team will ask about — delivered by a senior engineering team that ships AI to production for HVAC, plumbing, electrical, and field-service businesses.

Begin Pilot