Financial Management

Know Your Numbers, Protect Your Margins

Know your real-time costs, protect margins, and get paid faster with integrated invoicing, bill pay, and two-way accounting sync.

Budget Tracking: Estimated vs. Actual

See exactly where you stand on every project. Compare estimated costs against actuals by cost code so you catch overruns before they eat your margin.

Estimated against actual by cost code, updated as bills land
Budget utilization and variance, with every line that ran over marked
Drill down from a cost code to the bills and time behind it
Net revenue, projected profit and margin on every job

A project budget with baseline, actuals, remaining and variance

Invoicing with Online Payments

Bill a fixed-price job against the milestones in its own schedule, and let the homeowner pay online. Every draw carries what was billed, what was paid and what is left.

Milestone payment schedules tied to the project's own milestones
Progress, change order, deposit, retention, time and materials and cost plus invoices
Online payment by card or bank transfer through Stripe
Totals invoiced, paid and outstanding on every job

A milestone payment schedule with each draw's value, status and invoice

Bills, AP & Purchase Orders

Manage accounts payable, process vendor bills, and issue purchase orders without leaving the platform. AI scans bills so you do not have to enter them manually.