Portfolio and project cost snapshots for professional teams — budget vs spend and top categories.
Reports pull from live cost and invoice data so reviews stay grounded.
Live reports pull from the same costs and invoices your team already files.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Budget-vs-actual by category, cash-flow, project cost summaries and a full expense report — each exportable to CSV or PDF for your accountant, lender or your own records.
Snap or upload a receipt against any expense or invoice. It is stored in the gallery, tagged to its budget line and stage, and linked to the cost report line — so every figure has proof behind it.
Yes. Receipt-backed, categorised and exportable reports give your accountant clean records and make tax time and any HMRC query far simpler.
Yes. Export categorised cost data as CSV to bring into your accounting tool, or share a PDF report directly.
Budget management
Budget management
Catch overspend before it's a problem.
Cash flow
Cash-flow forecasting
See the squeeze before it stops the build.
Professional
Client portal
Keep clients in the loop, not in your inbox.
Directory
Contractor directory
Your best trades, always to hand.
NEW · AI
Grant finder
Find the funding you didn't know you had.
Invoices
Invoice processing
Know exactly what you're paying for.
Start free for 90 days. Cancel anytime before the trial ends.