Contract baseline, variations, cost and forecast in one economic position — and invoicing that refuses to bill above the contract.
Invoice numbering is kept per legal entity, series and year. Credit notes restore the contract balance. Your external accountant gets a portal of their own.
One economic truth per project: contract value, approved variations, committed and actual cost, forecast and margin.
Every change is recorded, approved and added to the contract ledger — the original contract is never overwritten.
Invoices and credit notes numbered correctly per company, series and year — and the system refuses to invoice above the contract value.
What is owed, what is overdue and what has been confirmed by both the bank and your accounting programme.
The automatic reminder run has no scheduler yet; live bank and accounting connections not validated.
Clients pay invoices by card or bank transfer from the invoice or the portal.
Provider decision pending (e.g. Stripe, Redsys, GoCardless).
Photograph a receipt or upload a supplier invoice; it is read, checked and allocated to the project.
Automatic reading needs an AI provider; one review step currently fails in the browser test (e2e 16).
Bank movements matched with invoices and payments, with one-click undo.
Reconciliation logic verified; live bank connection not validated.
Accounting view, tax obligations calendar and finance reports per legal entity.
Tax treatment questions open with accounting: docs/tax/ES-VAT-open-questions.md.
Invite your accountant to a dedicated portal to download records, ask questions and receive answers.
Pipeline, workload, forecast margins, cash and projects at risk on one executive page.
Project, financial and site reports in one place.
Finance reports already exist inside Finance.
Issued and received invoices sent to your accounting programme once, with conflict detection.
Live accounts not validated; Verifactu mode not validated live.
Every feature marked Live has been verified in the current build with demonstration data. Accounts for customer companies are opened through the early-access programme while production sign-in and durable data storage are completed. Availability & roadmap
A 45-minute walkthrough with the team that builds it — from first visit to final invoice, on a real renovation example.