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Field, job cost, billing and forecast on one record.

Project management and project financials on one data core, live today. A change event logged on the job becomes a change order, and lands in the budget, the commitment and the pay app without being re-keyed. Company Accounting is a separate area for the books. Analytics and construction CRM are in preview; AI agents are planned.

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Demos on this page use sample data. The product is live: start a trial to use it on a real project.

Hover or tap a layerSix systems. One data core.

Projects, Financials, Accounting, Insights, Agents and CRM share one platform.

00 · Data core

Enter it once. Used everywhere.

In most stacks a change order passes through six systems and gets re-keyed five times (illustrative). Here CO #14 is entered once, and the budget, the subcontract and Pay App #9 read it the moment it is approved.

Entered onceCO #14Fire dampers, L3 · from RFI-212$86,400 · approved

Budget23-330 revised budget+$78,100
CommitmentsSummit Mechanical CCO-03+$68,000
Pay App #9New SOV line, billed this period$69,120
ForecastContract $49.3M, margin re-run11.4%

Sample data · Riverside Medical Center, Job #24-118

The modules

Six modules. Project financials and company accounting, clearly separated.

Explore each module and its current capabilities. Or walk the building in the digital twin →

Live01

Projects

Field, RFIs, submittals, daily logs

RFIs, submittals, drawings, daily logs, punch, inspections, schedule and more. Live today.

Trace a field note to the ledger →Live02

Financials

Budgets, commitments, pay apps

Project budgets, commitments, change orders and pay apps. Company books are in Accounting.

Watch Pay App #9 assemble →Preview03

Accounting

Company books, AP, AR and payroll

Company-level ledger, payables, receivables, banking, payroll and reports, with separate access controls.

Explore company accounting →Preview04

Insights

Analytics BI, pipeline, WIP

Analytics BI in preview for every user: dashboards, CRM pipeline and win rate, Project Story, goals, earned value and a WIP view. Cash forecast is planned.

Scrub a margin fade →Planned05

Agents

Planned · AI that drafts, you approve

Planned: AI agents that draft the routine work on your records. A person approves every action.

Clear an approval queue →Preview06

CRM

Inquiry to won project to warranty

Its own module: pipeline, contacts, follow-ups and inquiries, proposals, bidding handoff and won-project setup, then service and warranty. Staff-side in preview.

Trace an inquiry to a warranty →

The difference

Today's stack vs one OS

Not a knock on any one tool: separate systems, each good at its job, still need people to stitch them together. See the integration math →

WorkflowToday's stackOne OS

A change orderTodayPriced in the PM tool, re-keyed into accounting, copied into the billing spreadsheet.One OSApproved once. Budget, the subcontract and Pay App #9 update with it.

Job costTodayLives in the accounting system. The field sees it weeks later, if at all.One OSBudget, committed and actual by cost code, current as costs post to the project.

Pay appsTodayG702/G703 rebuilt in a spreadsheet each month from three exports.One OSBuilt from the SOV and approved COs already in the system.

WIP and fadeTodayAssembled at month-end. By the time fade shows up, the money is gone.One OSIn preview: a WIP view and estimated gross profit with month-end snapshots, from the same records the job runs on.

Field to officeTodayPhotos in camera rolls, logs in email, RFIs typed twice.One OSLogged once in the browser on any device, attached to the record it proves.

AITodayBolted on, reading exports, with no view of the real record.One OSPlanned: agents that read the data core, propose work and wait for a person to approve.

Your dataTodaySpread across vendors, each with its own export.One OSOne model. Export to CSV or PDF, or read it all through the REST API.

Honest status

What's live, what's in preview, what's next

Project Financials covers the job. Company Accounting contains the books and accounting apps. AI agents are planned.

Live

RFIs, submittals, drawings, specifications, daily logs, photos, punch list, inspections, observations, meetings
Schedule with three-week look-ahead
Budget, commitments, change events and change orders
Prime contracts and payment applications (G702/G703 style)
Timesheets, T&M tickets, equipment, materials
Bidding, RFQs and prequalification
CRM and Analytics BI (preview)
REST API with OAuth tokens
MFA, permission templates, audit log, CSV/PDF export
3D model viewer (GLB)

Preview

Company Accounting: general ledger, payables, receivables, banking, payroll and reports; historical AR reconciliation and WIP close certification remain unavailable
Analytics: dashboards, Explore, Project Story, goals, alerts, earned value and a WIP view, rolling out company by company
Construction CRM: intake, pipeline, proposals, bidding handoff, won-project setup, service and warranty (customer-facing links need production ingress first)
Webhooks: subscriptions and test deliveries; record events are rolling out
Import from another project management system (admin-run)
SCIM user provisioning (no SSO yet)
Retainage: per-line and released; a reconciled ledger is next

Planned

Lien waivers
Cash forecast and a fade-vs-bid view
AI agents with human approval
Native mobile and offline capture
Single sign-on (SSO)

Details in the docs and the changelog.