Financial Management

Track every dollar from bid day to final billing. Budget, bid packages, commitments, change orders, vendor invoices, customer billing, and QuickBooks — all connected.

Real-Time Budget Tracking

Create detailed budgets organized by cost code and cost type. Track original budget, revised amounts, pending and approved changes, committed costs, and projected final cost — all updated in real time as changes flow through the system.

  • Cost code organization
  • Real-time variance tracking
  • Budget vs. actual reporting
  • Automatic revision history
Budget Editor

Streamlined Bid Management

Create bid packages, invite vendors, compare bids side-by-side, and award contracts — all from one view. Awarded bids automatically generate commitments.

  • Multi-vendor bid invitations
  • Side-by-side bid comparison
  • Automatic commitment generation
  • Bid status tracking
Bid Comparison

7-Step Commitment Wizard

Build contracts step-by-step: vendor selection, schedule of values, retention terms, insurance requirements, scope of work, and attachments. Every commitment links directly to your budget.

  • Step-by-step contract builder
  • Schedule of values with line items
  • Retention and insurance tracking
  • Budget integration
Commitment Wizard

Change Orders That Update Everything

Create owner change orders and subcontractor change orders with automatic budget impact. Approved changes cascade through your budget, commitments, and billing schedules in real time.

  • Owner and subcontractor COs
  • Automatic budget recalculation
  • Multi-item change orders
  • Full approval workflow
Change Order

Vendor Invoice Processing

Review and approve vendor invoices against committed amounts. Track retention, verify schedule of values progress, and push approved invoices directly to QuickBooks.

  • Invoice vs. commitment verification
  • Retention tracking
  • Line-item approval
  • QuickBooks push
Vendor Invoice

AIA-Like Customer Billing

Generate professional billing documents with automated schedule of values, stored materials tracking, and retention calculations — modeled after industry-standard AIA formats.

  • AIA-like billing schedules
  • Stored materials tracking
  • Retention calculations
  • Print-ready output
Customer Billing

Two-Way QuickBooks Sync

Connect your QuickBooks Online account and sync vendors, customers, invoices, and payments bidirectionally. No more double-entry — changes in either system stay in sync.

  • Bidirectional sync
  • Vendor and customer matching
  • Invoice and payment sync
  • Automatic reconciliation
QuickBooks Sync

Lien Waivers & Project Expenses

Track conditional and unconditional lien waivers for every payment. Log miscellaneous project expenses that don't tie to a commitment — fuel, permits, small purchases.

  • Conditional & unconditional waivers
  • Waiver status tracking
  • Miscellaneous expense logging
  • Full audit trail
Lien Waivers

Related Modules

Ready to Take Control of Your Finances?

Start managing budgets, invoices, and billing in one connected platform.

Get Started Free