How It Works
Financial Clarity in 5 Steps
Stop discovering cash problems when it's too late. See your financial future before it happens.
Connect Your Bank Accounts
Securely link your business checking, savings, and lines of credit. Real-time balances flow in automatically—no manual entry, no outdated spreadsheets.
Connect Your Accounts
Chase Business Checking
Connected
Bank of America Savings
Connected
Construction Line of Credit
Connecting...
Set Up Your Projects
Add your active projects with budgets, draw schedules, and expected expenses. The system learns your payment patterns and project timelines.
Active Projects
65% complete
30% complete
85% complete
See Your Forecast
AI analyzes your data to predict cash flow 6+ weeks out. A visual dashboard shows exactly when money comes in and goes out across all projects.
6-Week Forecast
HealthyProjected balance: $89,400
No shortfalls expected
Get Early Warnings
Receive alerts weeks before potential shortfalls. Know about problems while you still have time to adjust draws, delay purchases, or arrange financing.
Alerts & Notifications
Draw #4 delayed
Potential shortfall in 3 weeks
Large expense upcoming
Framing materials: $45,000
Payment received
Johnson draw #3: $85,000
Plan With Confidence
Run what-if scenarios before making decisions. See exactly how a delayed draw or new project affects your cash position—then act with certainty.
What-If Scenarios
If draw is delayed 2 weeks...
Solution: Delay framing order 1 week
How It Works
Financial Clarity in Real-Time
Connect your accounts, set up your projects, and let AI do the forecasting. See exactly where your money is and where it's going.
AI-Powered Forecasting
Machine learning analyzes your historical data and project timelines to predict future cash flow with 95% accuracy.
Bank Account Integration
Connect your business accounts for real-time balance tracking. See all your money in one place, automatically updated.
Project-Based Tracking
Allocate income and expenses to specific projects. Know which jobs are profitable and which are draining cash.
Draw Schedule Management
Track construction loan draws and payment schedules. Know exactly when money is coming in and going out.
Early Warning Alerts
Get notified weeks before potential shortfalls. Take action while you still have options—not when it's too late.
Scenario Planning
What if a draw is delayed? What if you take on a new project? Model different scenarios to make confident decisions.
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"We used to panic every time a draw was delayed. Now we see it coming 3 weeks out and can adjust. It's completely changed how we run the business."
Who Benefits
Built for Builders Who Manage Money
Whether you're running one project or twenty, financial visibility changes everything.
Custom Home Builders
Managing draws across multiple custom projects? Know exactly when each payment hits and plan purchases accordingly.
Multi-project draw trackingVendor payment schedulingProject profitability insightsSpec Builders
Cash tied up in unsold inventory? Forecast carrying costs and plan your next start based on real cash availability.
Carrying cost projectionsSale timing scenariosNew start planningRemodelers
Juggling deposits, progress payments, and materials? See exactly when cash hits your account versus when bills are due.
Deposit trackingMaterial purchase timingSub payment schedulingGrowing Companies
Scaling means more projects and more complexity. Get the visibility you need to grow confidently without cash crunches.
Growth capacity planningLine of credit optimizationTeam hiring decisions