Financials
Your numbers, your jobs, one source of truth.
Quotes, invoices, change orders, expenses, cash flow, per-room margin. The whole money layer, built in.
- Quote to invoice
- One flow
- Bill scan
- Seconds
- Margin
- Per-room
Converts as work evolves
Receipt photo becomes an expense
Drill from portfolio to line item
Quotes / invoices / change orders
One document. Three lifecycle states.
A quote becomes an invoice when the client approves. Change orders attach to the source invoice. Line items map to phase and room, so every dollar ties back to actual scope.
- Quote → invoice in one click
- Change orders linked to source invoice
- Reusable billing templates org-wide
Bill scanning
Drop a receipt. Get an expense.
Snap a Home Depot receipt. Buildficient pulls the vendor, the date, the line items, and the total, and posts a structured expense to the right project.
- Vendor, date, line items, total. Auto-extracted
- Categorized and posted to the right project
- Batch-scan a whole stack at once
Bill-to-client expenses
Markup once. Bill correctly every time.
Tag expenses as billable, apply your default markup, and Buildficient rolls them into the next invoice. Per-room allocation keeps your margin clean.
- Per-org default markups, per-line overrides
- Per-room expense allocation
- Auto-roll into client invoices
Cash flow forecasting
Know what's coming in, what's going out, when.
Buildficient projects net cash flow for the next 30, 60, and 90 days from your open invoices and pending bills. Short weeks show up in red, weeks ahead, so payroll never surprises you.
- 30 / 60 / 90 day projection
- Short weeks flagged in red
- Drill any week to the invoices behind it
Forecast preview
12 weeks ahead, at a glance.
Net cash flow
Next 90 days
Projected end balance
+$161k
Portfolio profitability
Margin per project. Drill to the line item.
Every project's invoiced, paid, expensed, and net margin in one sortable table. Click a project to drill into per-room P&L, then to line items, then to the source bill.
- Sortable, filterable project-level margin
- Per-room P&L drill-down
- CSV export for finance reviews
Per-room financials
Real granularity for scoped work.
Rooms have their own scope, expenses, line items, and margin. Remodel crews finally see which rooms make money and which bleed.
- Room-scoped line items on invoices
- Per-room expense allocation
- Spots the rooms that always go over
Estimate from scope
Room scope in. Line items out.
Mark the scope on a room and Buildficient drafts an itemized estimate from your catalog and the room's measurements. Edit it before it goes out.
- Pulls prices from your catalog
- Quantities from room measurements
- Editable before sending
Listening“Generate line items for the master bath renovation.”
Accountant handoff
Clean exports for your books.
Export expenses, invoices, and payments as CSV your accountant can import into QuickBooks, Xero, or a spreadsheet. No re-keying line by line.
- CSV exports for expenses, invoices, payments
- Invoice and payment records in one place
- No double-entry across your finance stack
Without Buildficient
Bookkeeper pulls a shoebox of receipts at month-end, re-types them into QuickBooks, hunts down which job each one was for. Margin numbers slip two weeks into next month.
With Buildficient
Receipts hit Buildficient the moment they happen. End of month, the bookkeeper exports clean CSVs in one click. Margin numbers are live by the first.
Built especially for
Office Admin
If your week is spent bridging QuickBooks and the field, this is the page that gets your week back.
See the office admin storyStop bridging the field and the books.
Live, accurate, per-room margin. Built in.