Dashboard

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Active Projects

Projects

All jobs and contracts.

Transactions

Journal entries and ledger.

DateDescriptionTypeAmount

WIP Schedule

Work-in-progress by project, percentage of completion method.

Reports

Financial statements and summaries.

WIP Schedule

Work in progress by project

Profit & Loss

Revenue, COGS, overhead

Tax Summary

Income and expense by category

Retainage

Withheld and released by job

AR Aging

Outstanding receivables

Cash Flow

Operating, investing, financing

Capture

Photograph receipts and invoices for AI extraction.

Upload a document

Receipts, invoices, subcontracts. AI will extract vendor, date, amount, and line items.

JPG, PNG, PDF up to 10MB

Vendors

Subcontractors, suppliers, and service providers.

Clients

All client companies. Select a client to access their books.

Users

Directory for your firm.

Settings

Account and company preferences.