Financial Suite
Every dollar tracked from estimate to payment
Auto-numbered invoices, a full bid pipeline with CRM tracking, expense receipt OCR, budgets, and change orders. Send invoices via email and mark payments — no external accounting tools needed.
01
Invoicing
Auto-numbered invoices with line items, email delivery, and payment tracking.
02
Bid Pipeline
Manage bids from draft to signed contract with activity timeline and notes.
03
Expenses
Track expenses with receipt OCR, auto-categorization, and project assignment.
04
Budgets
Set project budgets and track actual spending against estimates.
05
Change Orders
Create, price, and approve change orders that auto-update budgets.
Who uses this
GCs manage all financials
Clients see their invoices
Subs track their payouts