Everyone in the loop, nothing overshared.
Role-based access for owners, admins, PMs, bookkeepers, and viewers — plus contractor and family scopes.
Financial figures follow the role — viewers never see what they shouldn't.
Misunderstandings are the most expensive defect of all.
Clear roles mean the right people see money, and everyone else still sees progress.
The right access for every person
Team invites
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Family viewers on Self-Build
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Owner-only billing
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Pending invites use seats
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Head off a single dispute and you've saved more than the platform costs — and kept the relationship intact.
Start your free trialCommon questions
Who can I invite to a project?
Invite family, clients, contractors or suppliers. Each person gets a role that controls exactly what they can see and do, from full editing to read-only viewing.
How do role-based permissions work?
Assign each person a role — owner, editor or viewer — so sensitive figures stay private while the people who need visibility get it. You stay in control of access at all times.
Can I share progress without giving full access?
Yes. Secure share links let family or clients follow progress in a read-only view, without an account and without seeing anything you have not chosen to share.
How does this prevent disputes?
When everyone sees the same live information and every decision is recorded, there is a single source of truth — which heads off the misunderstandings that lead to costly disputes.
More features
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.
Reports
Cost reports
Reports backed by receipts, not guesswork.
NEW · AI
Grant finder
Find the funding you didn't know you had.
One project, one shared truth.
Start free for 90 days. Cancel anytime before the trial ends.