Finance & QuickBooks
Every dollar tied
to a contract.
Invoices, bills, AR/AP, bank reconciliation, and two-way QuickBooks sync in one place — and the system itself won't let an invoice exist without a signed contract and a payment phase behind it. So there's no invoice nobody can account for, no overpayment nobody approved, and no "which contract was this for?"
What's Inside
A finance stack built by people who've been audited
Every check, permission, and audit record in here exists because a real contractor lost real money without it.
Phase-linked invoicing
Every invoice has to point at a signed agreement and a payment phase — the system rejects one that doesn't, so there's never an invoice nobody can account for. Two clicks to raise it from a contract phase, with line-by-line tax, retainage, and customer notes.
Bills to Pay — unified payables inbox
Every vendor, subcontractor, and expense bill in one queue. Pay a bill without leaving the row, choose the payment method as you go, and settle several at once or part-pay one. All of it syncs to QuickBooks.
Bill Review Queue
A review step between the person who enters a bill and the person who pays it. Whoever signs off sees the project and the amount they need to judge it — and nothing else about your finances.
Overpayments need an approval
Paying more than a bill asks for takes a senior finance approval and a written reason — nobody else can wave it through. The overpayment stays flagged on the bill afterwards, with the reason attached, so finance can always trace why.
QuickBooks two-way sync
Invoices, payments, bills, and bill payments flow both ways on their own. Turn the sync on or off per project, review anything that needs a second look in the sync queue and send it again, and set your own field mappings and matching rules.
Bank reconciliation + pending deposits
Match payments and bills to bank statement lines. Company-wide bank register. Pending Deposits view for funds received but not yet deposited or reconciled. AI bank-statement reconciliation suggests matches.
Credit memos, refunds, AR offsets
Full credit lifecycle on both customer and vendor sides. Credit memos apply against invoices; refunds generate bills. Sub-category allocations on every credit for P&L accuracy.
Nothing is deleted without a reason
Deleting an invoice, bill, payment, agreement, or project requires a written reason, and records who did it and when. The record disappears from every screen but is never actually gone — an admin can bring it back.
Customer statements
Generate, preview, send single or bulk customer statements. Per-contact AR rollups, bulk invoice creation from uninvoiced phases, ready-to-mail PDFs. No spreadsheet handoff to the bookkeeper.
The reports your accountant asks for
Work in progress, budget versus actual, A/R with what's anticipated, general ledger, profit and loss by job, by rep, by period. Save the view you built and it's there next month.
Budget versus actual, per job
Set the budget when you sell the job and watch the variance while there's still time to act on it.
Every number is the same number
What you see on screen, print, email and export all come from the same figures. A report and a PDF never disagree.
Data Integrity
The wrong thing can't happen by accident.
Every invoice has a phase + agreement
The link is checked every time an invoice is created or edited. You cannot end up with an invoice that isn't tied to work you sold. Period.
Contracts with money on them can't be deleted
If a contract has payment phases, invoices, or payments against it, deleting it is blocked — and the screen names exactly what has to be dealt with first. Nothing disappears quietly along with it.
Deleted records don't leak
A deleted financial record is gone from every project finance view, every report, and every export — not just the one screen you deleted it from. 'Why does my P&L show a voided invoice?' isn't a question anymore.
Unpaid invoices auto-cancel
When a project flips to Cancelled, any unpaid invoices cancel automatically with an audit trail entry. No ghost AR hanging around the books.
Ask your data anything
The AI Assistant knows your books.
"Why was bill #2289 overpaid?" "Show me all unpaid invoices." "Which projects made money last quarter?" Plain-English queries across your live finance data — role-aware, so users only see what they should.
Cash Flow Dashboard
Money in vs. out across all projects, live.
Per-Project P&L
Actual margins per job, not just estimates.
Commission Tracking
Auto-calculated per salesperson with a full breakdown.
P&L, Balance Sheet, Profitability
By project type, rep, or period — exportable.
See your books, clean and linked
Book a 30-minute demo. We'll walk Bills to Pay, the Review Queue, an overpayment workflow, and the QuickBooks sync on a deal that looks like yours.
Book a Demo