Case Studies
Real results from real contractors
Every engagement starts with data. These are real outcomes — cash recovered, credit right-sized, and visibility built where there was none.
How a $20M mechanical contractor found $1.3M in hidden cash flow
A multi-state specialty contractor with strong revenue and no visibility. Level connected to four systems, flagged 100+ unsent invoices, and delivered a full recovery plan in 48 hours.
$1.3M+
Recoverable cash flow identified
100+
Unsent invoices flagged
48 hrs
From connection to findings
4
Systems connected (read-only)
How an $8M HVAC contractor found $140K in hidden costs
A commercial HVAC shop doing $8M with no job-level visibility. Level ran a full profitability audit, cut invoice-to-payment time by 16 days, and surfaced which customers were actually losing money.
$140K
Misallocated overhead identified
34 → 18
Days invoice to payment
48 hrs
Full audit delivered
28
Data points in live dashboard
How a specialty HVAC contractor survived their first large commercial job
A residential contractor won a $2M commercial installation and didn't know what it would cost to fund. Level modeled the cash gap, right-sized the LoC, and built a 13-week forecast before payroll #1 went out.
~$300K
Peak cash gap modeled
$180K
Right-sized LoC (vs. $500K ask)
$2.4K/mo
Interest saved by not over-borrowing
12 wk
Weekly forecast through completion
Simple pricing
Three tiers, one ladder.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
Your data already tells you what to do
Drop your info and we’ll reach out within 24 hours. Free audit included.
No commitment. Real numbers, not generic advice.