Bookkeeping for HVAC contractors that doesn't lie.

Install season or slow season, Felix reads your bank statements and closes your books — equipment, parts, refrigerant, the service truck, sub labor — so your margins are clear and your taxes are handled.

AI bookkeeping for HVAC businesses. Felix categorizes equipment, parts, refrigerant, the service truck, and warranty work, reconciles to the penny, and preps taxes — $29/mo.

If seasonal swings make it hard to know if you're actually profitable, Felix is built for you: drop a bank statement (PDF, CSV, or OFX) and it books every transaction, reconciles to the penny, and keeps your Schedule C and quarterly estimates ready — and it never invents a number (§0.1).

Expenses Felix categorizes for HVAC contractors

  • Equipment & units
  • Parts & refrigerant
  • Service truck, fuel & mileage
  • Subcontractor / 1099 labor
  • Permits, EPA & licensing
  • Liability & workers'-comp insurance
  • Dispatch & estimating software

Deductions HVAC contractors often miss

  • Vehicle — mileage or actual costs
  • Tools & equipment (Section 179)
  • EPA certification & continuing education
  • Home office
  • Work phone & internet
  • Uniforms & PPE