Helping Housecall Pro Build an All-in-One Solution for Home Service Professionals

Maximizing Financial Capabilities While Minimizing Lift

Housecall Pro decided to integrate accounting functions directly into their platform so customers could save time, avoid headaches, and handle all their financial needs without ever leaving the app.

“Home service Pros are busy,” said Lynch. “The time they spend doing their books could be much better spent on revenue-generating activities—or even on a well-earned vacation. We knew we could solve major pain points by offering an embedded accounting solution that’s fully synced with our financial tools and that leads the market in efficiency and impact for the Pro.”

Housecall Pro conducted a thorough build-buy-partner analysis to determine the best path forward and decided to partner with an expert third-party provider to supply key embedded accounting infrastructure.

“Accounting is a complex product,” said Lynch. “There’s a lot under the hood — like the general ledger, expense categorizations, and reconciliations. We knew working with a dedicated partner would allow us to double down on building vertical-first features and deliver a differentiated solution with real impact for our Pros.”

The Housecall Pro team began an exhaustive search for a best-in-class embedded accounting partner—and quickly found Tight.

Leveraging Tight’s Flexible, Readymade Accounting Infrastructure

Housecall Pro evaluated several embedded accounting providers, paying close attention to criteria like product features, implementation support, and time to value.

“When we decide to invest in a business, we like to iterate quickly and achieve product-market fit,” said Lynch. “We wanted to find a partner with the same mentality and the ability to operate at the rapid pace we expect of our own team. It was clear from the start that Tight was the best option.”

Tight's turnkey but flexible UI components allowed Housecall Pro to quickly plug in common functions—like monitoring cash flow, connecting to external transaction sources, and generating detailed reports. Meanwhile, the Housecall Pro team could focus on designing a differentiated, highly customized experience, including a deep integration with their financial ecosystem.

Now, thanks to Tight, Housecall Pro can help customers assign expenses to the appropriate categories, understand where they’re spending, and get deep insights into where they might improve their cost structure. Pros can also import and instantly standardize financial data from other bookkeeping systems so they’re always working from a single source of truth.

“With Tight, we can offer Pros an extremely powerful solution that automates a lot of their accounting workload,” said Lynch. “Pros save an average of over eight hours per week using Housecall Pro, and we’ve only increased that number by integrating accounting functions that help them manage even more back-office tasks within our platform. It’s not just about hard costs but opportunity costs, as Pros can use that extra time to focus on growing their business.”

Housecall Pro’s integrated accounting tools have received rave reviews from customers, too, revealing some standout results.

“Pros report that our integrated accounting has been an absolute lifesaver,” said Lynch. “One customer told us it’s the first time they’ve had their books in order since they opened their doors.”

Laying the Groundwork for Growth

Housecall Pro is excited to continue evolving their platform, and they know they can count on Tight to adapt and iterate quickly.

“We’re laser focused on the scale of the opportunity ahead,” said Lynch. “It’s an exciting time. We see a lot of potential for growth with Tight, and we know their innovative embedded accounting solutions will play a big role in helping us deliver a best-in-class accounting platform for home service professionals.”