Question 1

Is my financial data secure with Claude / ChatGPT?

Accepted Answer

This is the right question to ask, and we want to give you a straight answer. sBiz360.ai connects to your financial systems using read-only access — it pulls your data to answer queries but doesn't store or train on it. Claude and ChatGPT process your query in the moment; your actual financial records stay in your accounting system. That said, security details (data handling, encryption, retention policies) are set by sBiz360.ai and are worth confirming directly — ask us and we'll walk you through exactly how it works for your setup.

Question 2

Do I need to switch accounting systems?

Accepted Answer

Almost certainly not. sBiz360.ai is designed to connect to the systems you already run — QuickBooks Online, Intuit Enterprise Suite, and most major accounting platforms. The whole point is that your existing data becomes queryable and connected, without a rip-and-replace migration. If you're not sure whether your setup is compatible, ask us — that's one of the first things we sort out.

Question 3

Is this the same as your AI pricing analysis?

Accepted Answer

No — they're two different things that work well together. The AI pricing analysis is a modeling engagement: we run your historical job data through models built for service-trade economics and tell you specifically where to raise prices and by how much. sBiz360.ai is a live connectivity layer: it connects your financials to AI assistants so you can query your real numbers anytime in plain English. Think of the pricing analysis as the deep diagnostic, and sBiz360.ai as the always-on financial intelligence layer you use day to day.

Question 4

Does this work for HVAC and plumbing too?

Accepted Answer

Yes — through our exclusive service-trade partnership, sBiz360.ai is available to HVAC, plumbing, and electrical contractors through RDH. The technology connects to your financial systems regardless of trade. And because we're also your fractional CFO, we know which questions actually matter for your specific business — whether you run service calls, install work, maintenance agreements, or a mix of all three.

TECHNOLOGY · POWERED BY sBiz360.ai

Ask your financials anything - in plain English.

Through our exclusive service-trade partnership with sBiz360.ai, your invoices, expenses, and account balances connect to AI assistants like Claude and ChatGPT in real time - so you can just ask, and get answers straight from your own books.

Query your books in plain English

Real-time sync, no CSV exports

Exclusive to service-trade contractors through RDH

RDH Advisory

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sBiz360.ai

Through our exclusive partnership with sBiz360.ai, RDH brings AI-connected financial technology to HVAC, plumbing, and electrical contractors - and no one else in the trades. It's the same operator-and-CFO lens we bring to your finances, now applied to your technology.

Expert advisors who turn technology into a competitive edge - not just back-office tools.

Through our exclusive partnership with sBiz360.ai, service-trade contractors get a full technology team - capabilities that used to be out of reach for most shops.

Digital Transformation

Custom Software Development

Cloud

Innovation Studio

Why RDH

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sBiz360.ai

Technology alone doesn't fix a business. We bring sBiz360.ai to service-trade contractors exclusively - and because we're also your fractional CFO, we know which questions to ask your data and what to do with the answers.

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Getting started

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We connect it

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Frequently asked questions

Is my financial data secure with Claude / ChatGPT?

Do I need to switch accounting systems?

Is this the same as your AI pricing analysis?

Does this work for HVAC and plumbing too?

Curious what it's like to just ask your books?

Tell us how your shop runs and what you wish you could see. We'll show you sBiz360.ai connected to your numbers - and as your CFO, what to do with the answers.