Stop Guessing.
Start Governing.
Budget Genius replaces static spreadsheets with a living, capacity-weighted budget engine. Real-time targets. Fair goals. Zero guesswork.
±5%
Forecast Accuracy
95%+
Achievable Days
$14,318
Stretch Target
62% complete • 4 techs active
Your Spreadsheet Is Lying to You
Traditional budgets fail because they're built on gut feel or simple division. They don't account for reality—and reality always wins.
Capacity Blindness
Static budgets ignore when techs call out or when PTO is scheduled. You're measuring against fiction.
73%
of targets missed due to scheduling gaps
Emotional Destruction
Splitting a $5M goal evenly across 12 months makes January feel like an impossible failure, crushing team morale.
2.5x
higher turnover in January
Leadership Delay
You don't know you're behind until the month is over and it's too late to fix it. Reactive, not proactive.
21
days average delay in budget insight
"$5M ÷ 12 months = $416K/month"
This math ignores that January has fewer working days, half your team takes vacation in July, and your best tech just went on paternity leave. It's fiction dressed up as planning.
Warning: Your team hit 90% of realistic capacity but "failed" on paper.
"If it doesn't reflect real-world capacity, it isn't a budget—it's a wish."
What Is Your Broken Budget Really Costing You?
Adjust the sliders to match your business. See exactly how much revenue you're leaving on the table.
Your Business Profile
Days when your techs mentally check out because they've already "missed" their number. They stop upselling, skip the extra call, or coast through jobs.
Total hours per month you or managers spend updating spreadsheets, adjusting targets, running reports, or discussing "the numbers."
Your Annual Hidden Cost
$233,200
That's $19,433/month lost to broken budgeting
Cost Breakdown
Budget Genius pays for itself in the first week.
Three Tiers of Controlled Success
Budget Genius isn't just a reporting tool—it's a financial governance system. We don't give you one target. We give you three levels of success.
Natural
Stability Mode
Your expected landing point based on 3–5 years of historical consistency. This is the floor—the number you should hit with normal effort.
Example Daily Target
$12,450/day
Stretch
Growth Mode
A disciplined, capacity-aware "push" goal that supports performance bonuses. Achievable with focused execution—not fantasy.
Example Daily Target
$14,318/day
Hero
Expansion Mode
The dream-goal scenario for peak efficiency. When you hit this, it justifies the big moves: company trips, major reinvestment, expansion.
Example Daily Target
$16,200/day
The Engine Learns From Your Past
Budget Genius isn't guessing. It's analyzing years of your actual performance data to create budgets rooted in your business's unique DNA.
Connect
Securely connects to ServiceTitan, QuickBooks Online, or CSV exports to pull your data.
Clean & Analyze
Removes outliers, flags anomalies, and identifies key trends that reveal your true patterns.
Find Your DNA
Analyzes 3-5 years of data, pairing months to find your business's true DNA and seasonality.
Generate Budgets
Outputs capacity-weighted, fair targets your team can actually hit.
What The Engine Discovers
+8.2%
Growth Rate
Your natural organic momentum
Mapped
Seasonality
Per-month weight patterns
$4,280
Rev/Tech
True productivity baseline
87%
Consistency
Your predictability score
Ruthless Math, Simple Interface
We make the complex math invisible so you can focus on leading. Under the hood, Budget Genius is constantly working to keep your targets fair, achievable, and motivating.
Capacity Weighting
Real-time syncOur engine pulls live schedule data from your CRM to adjust goals daily based on who is actually working. No more fantasy targets built on full staffing that never happens.
Midday Rebalancing
Auto-adjustIf performance deviates by ±15% by noon, the system automatically recalculates remaining targets to preserve fairness and prevent burnout. No human intervention needed.
Escalation Logic
Never plateauSuccess should never stall. When you smash a goal, the system prompts a redefinition of targets so your team always has a "carrot" to chase. Growth becomes automatic.
Momentum States
Clear signalsGet instant decision permission with status indicators that tell you exactly when to invest, hold, or protect. No more guessing if you can afford that hire.
Momentum States Dashboard
Instant decision permission at a glance
Protect cash, avoid aggressive spending
Hold tight
Hold course and stay disciplined
Maintain
Reinvestment and bonuses allowed
Invest
Every Morning. Every Tech. Fair Goals.
Level 3 (Performance Mode) delivers personalized A/B/C goals to each eligible tech and salesperson automatically every morning—based on math, not gut feelings.
How Daily Goals Are Calculated
Remaining Annual Budget
How much is left to hit your yearly targets
Remaining Workdays
Days left in the period, accounting for holidays
Today's Active Capacity
Who is actually working today (from CRM)
Performance Momentum
Are you ahead or behind? Goals adjust accordingly
Goals are math-driven, capacity-weighted, fair, transparent, and non-arbitrary.
Budget Genius • 6:30 AM
Your Daily Goals Are Ready
Mike Rodriguez
HVAC Technician • Tuesday, Dec 17
Dual Views
Complex math, simple clarity
Math should be invisible to the user but ruthless underneath. Everyone sees exactly what they need—nothing more, nothing less.
Current Pacing
82%
Month-End Forecast
$512,450
Risk Alert
Pacing -18% vs. Target — Midday Recalculation Triggered
Today's Target
$1,854
Your target is based on 6 technicians active today
Budget Tier Growth Rates
Active Company Tier
Automation
Full Control
Your hand on the tiller
We provide ruthless math, but you always have the final say. The system works within your process, not against it.
Budget Tier Settings
Set your Natural, Stretch, and Hero growth percentages with precision.
Active Tier Toggle
Switch the company's active goal mid-month with instant recalculation.
Fairness Guardrails
Configure ceilings, floors, and new hire ramp curves to protect your team.
Schedule Overrides
Manually adjust for holidays, events, or last-minute staffing changes.
Your Strategic Co-Pilot
The AI Planner turns complex data into clear, actionable advice. No more spreadsheet analysis paralysis—just answers.
Weekly strategic briefings include:
Executive Summary
Where you stand vs. all three budgets
Suggested Actions
Data-driven recommendations
Risk Warnings
Proactive staffing alerts
Opportunity Alerts
Demand predictions
Executive Summary
You are currently pacing +8% ahead of your Stretch Budget for the month. Team B is consistently outperforming.
Suggested Actions
Recommend rebalancing Q4 targets to shift focus to high-margin service calls. Current capacity supports 12% growth.
Risk Warnings
Staffing levels for next week are 15% below capacity needed to hit the Hero Budget. Risk of burnout is elevated.
Opportunity Alerts
Seasonality data suggests a 20% spike in demand in 3 weeks. Recommend pre-scheduling marketing campaigns now.
Gamification ≠ Payment. Your Payroll Stays Clean.
Budget Genius tracks performance and calculates incentives—but never touches money. All payouts flow through your existing payroll system.
Earnings Ledger
Immutable per-tech tracking
Every earned incentive is logged with full audit trail. Techs can view their earnings but cannot edit.
Mike Rodriguez — December 2024
What Budget Genius Does
- Calculates daily A/B/C goals
- Tracks performance against goals
- Logs earned incentives per tech
- Provides full audit trail
- Exports payroll-ready data
What Budget Genius NEVER Does
- Pay money directly
- Issue gift cards
- Handle cash
- Process payments
- Replace payroll
Payroll Admin Export
Export incentives as CSV/API categorized as Bonus, Incentive, or Commission. Compatible with:
Payroll remains the system of record for taxation and payment.
Budget Genius is performance accounting only—enterprise-safe with no shortcuts.
Real Metrics. Real Clarity.
±5%
Forecast Accuracy
Know exactly where you'll land
95%+
Achievable Days
Targets that match reality
Same Day
Deviation Alerts
No more end-of-month surprises
Behavioral Impact
Technician Buy-In
When goals feel fair and achievable, your team actually chases them. No more eye rolls at impossible targets.
Reduced Burnout
Impossible days are eliminated. Your best people stay longer because the system respects their reality.
Business Results
Revenue Predictability
Know where you'll land—and still have time to change it. No more end-of-month surprises.
Margin Stability
Smooths volatility from staffing and demand swings. Your P&L becomes predictable.
Built for Your Team
Everyone knows what they're running for
Budget Genius brings the "outside field into the office" mindset so everyone—from owner to newest tech—knows exactly what they are running for today.
For Owners
Predictive clarity and same-day pace detection
Eliminate end-of-month surprises. Know exactly where you stand—today. Get real-time P&L visibility, predictive cash flow insights, and strategic decision triggers.
For Managers
Manage forward, not backward
Automated rebalancing and fairness guardrails. Lead with confidence instead of scrambling.
For Technicians
Clear, fair goals tied to your schedule
No more impossible days. No more targets that ignore your reality. Personalized daily targets, schedule-aware goals, fair performance metrics, and a clear path to bonuses.
Zero Manual Setup. AI Does the Work.
Connect your systems with secure OAuth. AI maps your data. You confirm with checkboxes. Done.
CRM Integration
Connect your field service software
Data Pulled Automatically:
- Tech roster (active / inactive)
- Schedules (who is working today)
- Job counts & revenue by tech
- Historical performance
- Sales roles (tech vs salesperson)
Financial Systems
Connect your accounting & payroll
Data Pulled Automatically:
- Chart of accounts
- Revenue history
- Payroll categories
- Pay periods
AI Does the Heavy Lifting. You Just Confirm.
Our AI analyzes your connected systems and suggests the right configuration. No typing. No spreadsheets.
AI Suggestions
No manual data entry. Just check the boxes and you're live.
Profit Wizard
Feeds historical revenue and overhead data to establish your accurate baseline.
TradeGames
Powers leaderboards and competitions with your active-tier budget targets.
Payroll Export
CSV/API exports compatible with QuickBooks Payroll, ADP, Paylocity, Gusto & more.
Built by a Contractor
"We don't come from business, man. We are laborers."
35 Years in the Trenches
Licensed General Contractor • 4 States
Budget Genius was born from decades of lived pain. It was designed to solve the three core problems every contractor faces: Budget, Overhead, and Pricing.
"We don't come from business, man. We are laborers."
"Paycheck to paycheck scraping by, trying to make payroll, not paying myself, fighting with my wife."
"A defeated guy will not run for you."
"I cannot believe this ain't been done."
"I watched great companies miss targets not because they lacked effort, but because their budgets lied to them. I built Budget Genius to pay it back to the trades—providing the truth I wish I had 20 years ago."
Our Non-Negotiable Rules
If it doesn't improve fairness, increase predictability, and reduce stress— it does not belong in Budget Genius.
The Final Doctrine
Budget Genius is NOT a reporting tool.
It is NOT a forecast.
It is NOT a spreadsheet.
It is a living system that aligns targets to reality, escalates success intelligently, and gives service businesses the control they've never had— without adding complexity.
Budget Genius is enterprise-safe financial governance infrastructure that converts annual budgets into daily execution—with payroll-compliant incentives and zero manual setup.
Three Levels. One Mission.
Start with the foundation. Scale when you're ready. No surprises.
Level 1
Legacy Budget
Create a true, accurate baseline budget using real data—no automation, no dashboards.
- Legacy / Natural Budget
- Growth / Stretch Budget
- Epic / Unicorn Budget
- Annual → Monthly → Daily math
- Capacity-aware targets
- Owner-grade report (PDF)
Not included
- Live tracking
- Automation
- Tech or salesperson access
Level 2
Living Budget
Requires Level 1
Turn your static budget into a living, continuously governed system.
- Everything in Level 1
- Ongoing budget recalculation
- Tracking vs Legacy / Growth / Epic
- Days elapsed & remaining adjustments
- Missed days & staffing changes
- Forward visibility (ahead/behind)
- Management-only access
Not included
- Tech gamification
- Daily goals for field staff
Level 3
Performance Mode
Requires Level 2
Translate your budget into daily execution at the technician/salesperson level.
- Everything in Level 2
- Daily A / B / C goals per tech
- Goals delivered automatically each morning
- Capacity-weighted fair targets
- Performance momentum tracking
- Gamification tied to earned incentives
- Full payroll-compliant tracking
- Earnings ledger (immutable)
Important: Gamification ≠ Payment
Budget Genius calculates goals, tracks performance, and logs earned incentives. It never pays money, issues gift cards, or handles cash. All payouts flow through your existing payroll system.
30-Day Money-Back Guarantee
If Budget Genius doesn't transform your financial clarity, we'll refund every penny.