Buyer management meets project accounting
Track unit sales, milestone payments, and contract documents for every buyer, while project costs feed a single P&L, all on one cloud ledger and off QuickBooks Desktop. Built for developers running multiple projects with multiple buyers and amendments.
What's included
Live in the platform today.
Buyer management
Contact info, alternate names, payer entities, and per-buyer unit designations, all in one view per project.
Milestone payment schedules
Payment schedule items linked to construction milestones. When a milestone completes, linked payments become due automatically.
Contract documents
Upload contracts, promissory notes, mortgages, and shtars with notes. Everything filed per buyer with full version history.
Flexible pricing
Purchase price, contract price, amendments, and additional charges are tracked separately and reconciled against payments.
Progress billing & draws
Prepare draw requests and AIA billing documents with supporting cost documentation pulled from the ledger.
Cost-to-complete
Live actuals vs. budget per phase and cost code. Projected final cost updates as invoices come in.
Project P&L
Complete P&L by project and by unit. Know profitability at every stage, not just after closing.
Bounced-payment workflow
Mark payments as bounced, issue replacements, and keep a clean audit trail of the original and the fix.
Buyer portal
A dedicated buyer portal with payment schedule visibility, document downloads, and online payment for scheduled milestone installments. Buyers see exactly what's owed and when; payments post straight into the project ledger.
Who it's for
- Developers managing multi-unit projects with milestone-based payments and complex contracts
- Home builders who need real cost tracking across multiple concurrent projects
- Renovation companies with complex project accounting and lender draw schedules
How it works
Project setup
We build your project budget with detailed phases and cost codes, load your buyers, and seed the payment schedule.
Ongoing cost tracking
Bills and receipts flow in through the Inbox. AI parses each document, allocates to the right project and cost code, and posts to the ledger.
Draws & buyer payments
Prepare draw requests with supporting documentation. Track milestone-linked buyer payments with a full audit trail.
Closings & profitability
Track closings, allocate costs, and calculate final project profitability inside the platform, not in a separate spreadsheet.