Commercial intelligence for contractors

Find the money your business is missing.

RegentOps connects your accounting, email and job-management systems to uncover unbilled work, missed variations, margin leakage and sales opportunities.

See how it works

Early access. Connections roll out provider by provider — nothing you already run gets replaced.

RegentOpsReconciliation enginerun 19:42Illustrative

Source systems

Job management14 Aug

Job #4821 · Completed · £18,460

Microsoft 3659 Aug

“That’s fine, please proceed.”

Xero19 Aug

Customer matched · no corresponding invoice

Ingest

Reconciliation engine

6 checks
  1. 19:42:03Customer matchedABC Facilities LtdMatched
  2. 19:42:04Job matched#4821 · completed 14 AugMatched
  3. 19:42:04Approval detectedAdditional works · email threadMatched
  4. 19:42:05Financial records checkedXero invoices, bills, paymentsMatched
  5. 19:42:05Matching invoiceNot foundNot found
  6. 19:42:05Finding generatedPotentially unbilled workChecking
Finding
Potentially unbilledHigh confidence

£18,460

  • Job completed 14 Aug.
  • Additional works approved 9 Aug.
  • £6,840 related supplier costs identified.
  • No matching customer invoice found.

Evidence

XeroMicrosoft 365Job system
Review evidenceCreate actionDismiss

Where money disappears

Money doesn’t usually disappear in one system.

It disappears between them — where a completed job, an approved email and an invoice were supposed to line up. One engine reads every signal and reports what doesn’t reconcile.

RegentOpsCommercial reconciliationcontinuousIllustrative
Job management

Job completed 14 Aug

Xero

No invoice found

Match / verify

Revenue leakage

£18,460

Completed work with no customer invoice.

Microsoft 365

Additional works approved

Job management

No variation recorded

Reconcile

Revenue leakage

£21,840

Approved works that may never be charged.

Engineer notes

Replacement recommended

Quote pipeline

No quotation issued

Detect

Sales opportunity

£47,800

Recommended work never quoted. Pipeline value, not recoverable cash.

Xero

Supplier costs £31,420

Job management

£24,640 allocated to jobs

Compare

Cost / margin risk

£6,780

Cost discrepancy requiring review.

Three kinds of value are kept apart: potential revenue leakage, cost and margin risk, and sales opportunity. They are never added together as recoverable cash.

Cross-system truth

Your systems know different parts of the story.

Each is right about its own world and blind to the others. RegentOps reads all three and reconciles them.

Financial truth

In development

Xero

  • Invoices
  • Bills
  • Payments
  • Costs

Communication truth

Planned

Microsoft 365 / Gmail

  • Approvals
  • Quote requests
  • Variations
  • Conversations

Operational truth

Planned

Job management

  • Jobs
  • Visits
  • Labour
  • Materials
  • Completion

RegentOps

Cross-system commercial intelligence

Each system knows part of the truth. RegentOps reconciles the whole picture.

2,841
Records matched
17
Discrepancies
6
Require review

IllustrativeFigures shown are illustrative, not customer data.

How it works

Connect, reconcile, detect, recover, prevent.

A continuous commercial pipeline rather than a monthly report.

  1. 01

    Connect

    3 systems

    Keep the systems the company already uses.

  2. 02

    Reconcile

    2,841 records matched

    Match customers, jobs, invoices, emails and costs across systems.

  3. 03

    Detect

    17 discrepancies

    Identify missing commercial transitions and discrepancies.

  4. 04

    Recover

    6 actions

    Turn findings into invoices, variations, quotes and follow-ups.

  5. 05

    Prevent

    Continuous monitoring

    Catch margin deterioration earlier next time.

Illustrative exampleVolumes shown are illustrative, not customer results.

Findings

Not another dashboard. Things to act on.

Illustrative examples of the findings RegentOps is built to produce, shown in the workspace they appear in.

RegentOpsCommercial attentionlast reconciliation · 2 min ago17 open findingsIllustrative
Revenue leakage · potentially unbilledHigh confidence

£18,460

  • Job completed. Additional works approved.
  • No matching invoice found in Xero.
  • £6,840 of related supplier costs identified.

Evidence

XeroMicrosoft 365Job system
Review evidenceCreate actionDismiss
Sales opportunity · quote needs attentionMedium confidence

£47,800

  • Quote issued 19 days ago.
  • Customer engaged with the email thread.
  • No follow-up detected.
  • Pipeline value — not recoverable revenue.
Review evidenceCreate actionDismiss

Cost / margin risk

Job 2917
Supplier costs
£31,420
Customer invoiced
£42,600
Apparent gross margin
26.2%
Target
38%

Margin below target. No recoverable figure is claimed — the shortfall depends on what was agreed.

Closing the loop

Finding the problem is only the beginning.

A finding is worth something once it becomes an invoice, a variation, a quote or a conversation.

  1. 01 · Detected

    £18,460 potentially unbilled

  2. 02 · Evidence reviewed

    Completion + approval + financial records

  3. 03 · Action

    Create draft invoice

  4. 04 · Verified

    Invoice raised, payment tracked

Planned actions include draft variations, prepared quotations, follow-ups and cost allocation. These describe the intended workflow — action drafting is not yet available.

Prevention

Recover yesterday’s leakage. Prevent tomorrow’s.

Commercial problems are cheapest to fix while the job is still open.

Margin deterioration

Quoted labour
40h
Consumed
31h
Progress
55%

Margin at risk

Repeat attendance

Quoted visits
1
Actual visits
3

Possible rework

Variation risk

Additional works
Approved
Variation record
None

Not yet chargeable

Unallocated costs

Supplier bill
Received
Job allocation
None

Cost may not be recovered

Evidence and trust

Every finding shows its workings.

Why RegentOps flagged this

Illustrative example
  • Job systemJob #4821 marked complete14 Aug
  • Microsoft 365Customer approval identified9 Aug
  • XeroNo matching customer invoice19 Aug
Confidence: High
XeroMicrosoft 365

Findings are built from named sources, not opinions. Each one separates three kinds of statement:

Provider facts
What Xero, your mailbox or your job system actually recorded.
Calculations
Deterministic arithmetic — totals, margins, dates, gaps.
AI-assisted interpretation
Reading intent in a thread, always shown as interpretation.

AI never silently becomes financial truth. A person reviews the evidence before anything is acted on.

Integrations

Keep the software you already use.

RegentOps reads from your systems. Your engineers never enter anything twice.

  • Xero

    AccountingIn development
  • Microsoft 365

    Email and calendarPlanned
  • FireCert

    Jobs and certificatesPlanned
  • Gmail

    EmailPlanned
  • Job-management platforms

    Operational systemsPlanned

No provider connection is live yet. Xero is the first integration being built; the rest are planned. RegentOps sits above your existing systems rather than replacing them — see how it reconciles ServiceM8 and Xero or Simpro and Xero.

Commercial impact

Put a £ value on operational leakage.

Leakage stays invisible until someone counts it. RegentOps reports it in honest categories — nothing here is claimed as recovered money.

RegentOpsCommercial audit6-month periodIllustrative

Commercial value requiring review

£126,400

Illustrative commercial value requiring review across a six-month period. This is not recovered, guaranteed or collectable cash — it is what a person should look at.

Audit period
6 months
Systems analysed
3
Records reconciled
2,841
Findings
17
Revenue leakage
£38,760
Potentially unbilled
Revenue leakage
£21,840
Approved works requiring review
Cost / margin risk
£18,000
Cost / margin discrepancies
Sales opportunity
£47,800
Outstanding sales opportunity

These categories are different kinds of commercial value and are reported separately. Potential revenue leakage, cost and margin risk and outstanding sales opportunity cannot be treated as one recoverable total.

Return

RegentOps doesn’t need to find much to pay for itself.

One forgotten variation, one missed invoice or one remedial opportunity can outweigh months of software cost.

Pricing

Prove it first. Then decide how far RegentOps goes.

Start with a 90-day commercial audit and see what RegentOps identifies in your own data. Every paid plan sees every finding — you pay for how far you take them, from one business to a whole group.

Prices are monthly, in GBP. No payment is taken to start. No changes are made to your connected systems.

Prove it

90-day Commercial Audit

Prove what RegentOps can find before you pay.

Freefor 90 days

Connect your systems read-only. RegentOps analyses your history immediately and shows what it identifies — you do not wait 90 days to find out whether it works.

  • Connect one accounting and one job system
  • See your total commercial exposure
  • Review your 3 strongest findings in full
  • Read-only for up to 90 days

How findings move: Review your unlocked findings and their evidence.

A business evaluating RegentOps for the first time.

Find everything

Monitor

Continuous commercial monitoring for one business.

£299/ month

Everything RegentOps finds, unlocked. Continuous monitoring of one business for an owner, director or commercial lead who wants to know what does not add up — without running a team workflow around it.

  • Every finding unlocked, no top-3 limit
  • Full evidence and cross-system reconciliation
  • Continuous monitoring, not a one-off audit
  • Resolve, dismiss and track findings

How findings move: Finding → review → resolve or dismiss.

A single business where one owner, director or small leadership team wants complete visibility.

Planned

  • 1 mailbox integration
  • Monthly commercial summary

Recover and prevent

Control

Turn findings into actions and recover the money.

Recommended

£599/ month

Where a finding becomes work someone owns. Everything in Monitor, plus assignment, due dates, follow-up and resolution — so the money identified is actually recovered.

  • Everything in Monitor
  • Assign findings to your team
  • Action, due date and resolution workflow
  • Advanced reporting and commercial controls

How findings move: Finding → assign → owner and due date → follow-up → resolution → recovered value.

An established single-company contractor with finance or commercial staff, several managers, and findings that need to be assigned and chased.

Planned

  • Team assignment of findings
  • Named action owners and due dates
  • Team action queues and workflow status
  • Commercial follow-up through to resolution
  • Recovered value tracking
  • Advanced commercial controls
  • Advanced reporting
  • Several mailbox integrations
  • Scheduled reporting
  • Custom thresholds and commercial rules
  • Draft follow-up email, quote, variation and invoice preparation
  • Controlled automation

Control the group

Scale

Commercial intelligence and control across multiple companies.

From£1,199/ month

For groups and multi-entity businesses: several operating companies, several accounting platforms and several job-management systems, reconciled individually and reported together.

  • Multiple businesses and systems
  • Group-level exposure in one view
  • Cross-company reporting
  • Managed rollout and priority support

How findings move: The Control workflow across every business, with group-level oversight.

Trade groups, multiple legal entities, regional businesses and group finance or commercial teams.

Planned

  • Multiple company workspaces
  • Multiple accounting integrations
  • Multiple job-management integrations
  • Group-level dashboard
  • Consolidated commercial exposure
  • Per-company exposure and permissions
  • Cross-company reporting
  • Multi-entity reconciliation
  • Central group management
  • Configurable mailbox allowance
  • Advanced audit, reporting and export
  • SSO, custom retention and custom integration requirements

Scale is for groups, not just bigger companies

Separate fire, electrical and maintenance businesses often run separate accounting and job systems. Scale is the plan for reconciling them individually and reporting on them together.

Parent group
├── Fire company
│   ├── Xero
│   └── Simpro
│
├── Electrical company
│   ├── Sage
│   └── ServiceM8
│
└── Maintenance company
    ├── QuickBooks
    └── another job system

Priced on commercial scope, not seats

RegentOps is priced on commercial scope and operating complexity, not per user. Team size guidance is indicative, not a limit.

  • Audit: Your evaluation team
  • Monitor: Your small leadership team
  • Control: Your commercial and finance team
  • Scale: Configurable across your group

Your systems, whichever they are

Plans count categories of system, not brands. One accounting system and one job-management system means Xero + ServiceM8, Sage + Simpro or QuickBooks + FireCert — the choice of provider never changes the price.

RegentOps is currently in early access. There is no checkout yet — every plan is arranged directly with us, and no plan is billed or enforced in the product. Plan capabilities describe the intended commercial offering as integrations and workflows become available.

Available now

This describes what each plan is intended to include. Capabilities marked planned are not built yet and are never charged for as if they were.

Prove it

Audit

Price
Free for 90 days
Companies
1
Accounting systems
1
Job-management systems
1
Monitoring
Read-only, 90 days
Historical analysis
Yes
Total exposure visible
Yes
Finding count visible
Yes
Findings unlocked
Top 3
Evidence
Top 3
Cross-system reconciliation
Yes
Entity matching
Yes
Resolve or dismiss
Top 3
Reporting
Audit summary
Onboarding
Self-serve
Support
Audit support

Find everything

Monitor

Price
£299/mo
Companies
1
Accounting systems
1
Job-management systems
1
Monitoring
Continuous
Historical analysis
Yes
Total exposure visible
Yes
Finding count visible
Yes
Findings unlocked
All
Evidence
All
Cross-system reconciliation
Yes
Entity matching
Yes
Resolve or dismiss
Yes
Reporting
Company-level
Onboarding
Assisted
Support
Standard

Recover and prevent

Control

Price
£599/mo
Companies
1
Accounting systems
1
Job-management systems
1
Monitoring
Continuous
Historical analysis
Yes
Total exposure visible
Yes
Finding count visible
Yes
Findings unlocked
All
Evidence
All
Cross-system reconciliation
Yes
Entity matching
Yes
Resolve or dismiss
Yes
Reporting
Company-level
Onboarding
Managed
Support
Enhanced

Control the group

Scale

Price
From £1,199/mo
Companies
Multiple
Accounting systems
Multiple
Job-management systems
Multiple
Monitoring
Continuous
Historical analysis
Yes
Total exposure visible
Yes
Finding count visible
Yes
Findings unlocked
All
Evidence
All
Cross-system reconciliation
Yes
Entity matching
Yes
Resolve or dismiss
Yes
Reporting
Company-level
Onboarding
Managed rollout
Support
Priority

Planned

Planned — part of the plan definition, not available in the product yet.

Prove it

Audit

Team assignment
—
Owner, due date and follow-up
—
Recovered value tracking
—
Advanced commercial controls
—
Advanced reporting
—
Email integration
—
Scheduled reporting
—
Custom thresholds and rules
—
Draft actions (email, quote, variation, invoice)
—
Controlled automation
—
Group dashboard
—
Multi-company view
—
Cross-company reporting
—

Find everything

Monitor

Team assignment
—
Owner, due date and follow-up
—
Recovered value tracking
—
Advanced commercial controls
—
Advanced reporting
—
Email integration
1 mailbox
Scheduled reporting
Monthly summary
Custom thresholds and rules
—
Draft actions (email, quote, variation, invoice)
—
Controlled automation
—
Group dashboard
—
Multi-company view
—
Cross-company reporting
—

Recover and prevent

Control

Team assignment
Yes
Owner, due date and follow-up
Yes
Recovered value tracking
Yes
Advanced commercial controls
Yes
Advanced reporting
Yes
Email integration
Several
Scheduled reporting
Yes
Custom thresholds and rules
Yes
Draft actions (email, quote, variation, invoice)
Yes
Controlled automation
Yes
Group dashboard
—
Multi-company view
—
Cross-company reporting
—

Control the group

Scale

Team assignment
Yes
Owner, due date and follow-up
Yes
Recovered value tracking
Yes
Advanced commercial controls
Per company
Advanced reporting
Group and per-company
Email integration
Configurable
Scheduled reporting
Yes
Custom thresholds and rules
Per company
Draft actions (email, quote, variation, invoice)
Yes
Controlled automation
Yes
Group dashboard
Yes
Multi-company view
Yes
Cross-company reporting
Yes

Who it is for

Built around how contractors actually work.

If your business quotes work, attends site and invoices afterwards, money can fall between the steps.

  • Fire & security
  • Electrical
  • HVAC
  • Facilities
  • Plumbing
  • Renewables
  • Specialist contractors

Find what your business is missing.

Connect your financial, communication and operational systems so commercial leakage doesn’t stay hidden.

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