Construction financial management software that gives you real-time visibility 

Overruns begin before they surface at month-end - buried in timesheets, material deliveries and change orders that haven't reached the budget. Surface them while there's still margin to protect. 

Capabilities: 

• Live job costs post to the GL as transactions occur 
• Change orders update budgets automatically with no manual reconciliation 
• Commitment accounting reflects every PO in the budget the moment it's raised 
• AI-powered Future Period Spreads forecast cost-at-completion using your historical project data 
• Portfolio dashboards by job, region or division with drill-down to transaction level
• Proactive alerts - AI feed sends role-specific notifications for budget issues and cost overruns  

Controls: 

• Role-based permissions limit visibility to authorized projects and cost views 
• Full audit trail on every cost allocation and variance approval 

"Everything is so much more visible. We see things in real-time and there are so many layers of approval that controlling costs in this way is far more effective."  

— Gretchen Riddle, Controller, A&G Services

Your cash position is only as reliable as your job cost data. Connect live project costs, accounts receivable aging and payment schedules into forecasts built on your historical patterns. 

Capabilities: 

• Predictive cash forecasting models 30–60 days ahead using your project patterns. 
• Retention, staged-payment and release modelling 
• Automated AR aging with role-based escalation 
• Cash-gap alerts before the account hits critical thresholds 
• Real-time banking feeds via Plaid integration 

Controls: 

• Cash flow approvals with defined threshold routing 
• Treasury-level permissions for payment release 

"We love to see our Accounts Receivable Aging when it gets above a certain point automatically sending a notification to project managers."  

— Robert Hoffer, Controller, Hooper Corporation

Your AP team shouldn't spend more time entering invoices than managing the cash timing that determines your margin. AP automation cuts manual invoice entry, routing AP straight into the GL without rekeying. 

Capabilities: 

• AI-powered Invoice Processing - up to 80% reduction in manual entry 
• Three-way matching (PO, GRN, invoice) with exception handling 
• Configurable approval workflows by vendor, project or dollar threshold 
• Early-payment capture via CorPay for supplier discount opportunities 
• Electronic payment processing 

Controls: 

• Segregation of duties between requisition, approval and payment 
• Automated approval thresholds 

Progress billing, retention tracking and integrated payments that move cash from completed work into the bank faster. 

Capabilities: 

• AIA-style progress billing with schedules of values 
• Retention tracking and automated release 
• Lien waiver management tied to payment status 
• Contract billing for service agreements and maintenance contracts 
• Integrated electronic payments 

Controls: 

• Billing approval workflow with segregation of duties 
• Revenue recognition rules applied automatically per contract type 

"It would take us a week to get an invoice out the door, and now it's taking a day, maybe even hours."  

— Morgan Lassise, Accounting Manager, P1 Construction 

AI-powered reconciliation that handles construction's messy payment patterns in hours. 

Capabilities 

• AI bank reconciliation with up to 96% automatic matching 
• Handles retention releases, staged payments and complex matching 
• Direct Plaid banking integration for real-time transaction feeds 
• Exception routing for items that need human review 
• Full audit trail on every match and adjustment 

Controls: 

• Matched-item locking prevents retroactive changes 
• Reconciliation approvals required before period close 

Month-end shouldn't mean a week of chaotic reconciliation. When GL, AP, AR and job costing run on one system, close becomes a breeze, not a crisis.  

Capabilities: 

• GL, AP, AR and job costing integrated natively - one source of financial truth 
• Multi-entity and multi-currency consolidation for large contractors operating across states 
• Copilot answers period-close queries in plain English using live data 
• Role-specific dashboards and board-level reporting 

Controls: 

• Period-close approvals with segregation of duties; immutable sign-off audit trail 

Hooper Corporation's year-end - previously a 40–80 hour manual task - now processes automatically.