Financial Management
Simplify Financial Tracking and Boost Profitability
Our Financial Management tools help construction companies stay on schedule, manage resources effectively, and boost profitability — all in one centralized platform.
MAIN Features
Reports & Dashboard
Analysis
Customizable Dashboards
Get a complete overview of your financials with customizable dashboards showing key metrics like revenue, expenses, and profit margins.
Real-Time Reporting
Generate real-time reports to track the financial performance of individual projects or your entire business.
Budget vs. Actual Tracking
Compare your project budgets to actual costs as they accrue to identify potential overruns and adjust as necessary.
Downloadable Reports
Easily download and share financial reports with stakeholders, clients, or your accountant.
Benefits
Make Informed Decisions with Real-Time Insights
Make data-driven decisions with real-time insights into your financials.
Monitor Budgets to Improve Profitability
Monitor your project budgets to prevent overspending and improve profitability.
Keep Everyone Updated with Shareable Reports
Keep your team and clients informed with easily shareable financial reports.
MAIN Features
Payments
Automated Invoices
Convert estimates into invoices instantly and send them directly to clients through the platform.
Payment Tracking
Monitor the status of your invoices, see which ones have been paid, and get alerts for overdue payments.
Integrated Payments
Accept payments from clients securely through various methods, including credit card, bank transfer, or direct deposit.
Recurring Payments
Set up recurring payment schedules for ongoing projects or maintenance contracts.
Benefits
Boost Cash Flow with Automated Payments
Speed up your cash flow by automating your invoicing and payment process.
Avoid Delays by Tracking Invoices
Reduce payment delays by easily tracking and following up on outstanding invoices.
Ensure Secure and Timely Transactions
Ensure secure and timely transactions, keeping your business running smoothly.
MAIN Features
Integration with QuickBooks
Automatic Sync
Sync your project expenses, revenue, and invoices with QuickBooks, reducing the need for manual data entry.
Expense Categorization
Automatically categorize expenses and assign them to the appropriate projects for streamlined bookkeeping.
Tax-Ready Reporting
Generate tax-ready financial reports directly through QuickBooks integration, saving you time during tax season.
Real-Time Data Sync
Ensure your financial data is always up-to-date with real-time syncing between SmartBuild and QuickBooks.
Benefits
Save Time with Automatic Sync
Save time by automating the sync between your project management software and QuickBooks.
Reduce Errors with Seamless Data Transfer
Reduce errors with automatic data transfer between platforms.
