Turning Every Transaction Into Profit Protection

Alpha PX helps trade businesses close the cash-flow gap, eliminate margin leakage, and automate expense tracking — all in real time.

At a Glance:

Link every purchase to the right job instantly
Eliminate margin leakage & cash-flow gaps
Automate expense coding and reconciliation
Prevent budget overruns in real time

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The Problem

Owners start the day funding field purchases — fuel, parts, materials — creating cash-flow strain
Lost receipts and manual tracking cause margin leakage and hours of admin cleanup

The Alpha PX Advantage

Integrates financial control into existing operational tools
Links every purchase to the right job in real time
Eliminates reconciliation delays and guesswork

How It Works

Sync & Control — dynamic spend limits tied to active jobs
Tag at Purchase — expenses assigned at point of sale
Auto-Book — transactions flow into accounting pre-coded

Key Benefits

Eliminate margin leakage
Solve cash-flow crunch
Automate bookkeeping
Prevent budget overruns
Integrate seamlessly with existing tools

Integration Possibilities

Field Service Management:

ServiceTitan, Housecall Pro, Jobber, FieldEdge, SimPRO

Accounting & ERP:

QuickBooks, Xero, Sage, NetSuite, Microsoft Dynamics

Payment & Banking Infrastructure:

Stripe, Adyen, Plaid, Unit, Rainforest

Case Study

Recovering Lost Margins in Trade Services with Smart Spend Management

Alpha PX is implementing a smart corporate card system integrated with field service and accounting software, recovering lost margins and eliminating paper-based expense tracking.

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Embedded Finance - Alpha PX | Alpha PX

Embedded Finance