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).
Felix's tax figures are estimates — not tax advice and not a filed return. Confirm with a qualified tax professional before filing.
Felix books US-dollar accounts at US banks and prepares US federal and state taxes. It isn't available for businesses in Canada, Mexico or other countries yet.