Reporting & P&L
Margin you can act on.
A complete P&L per project and across the portfolio, including loan costs, holding costs, and vacancy alongside construction spend. Updated as transactions land, exportable, and lender-shareable.
What it covers
Per-project P&L
Each project P&L tracks sale price, hard costs, soft costs, financing, and vacancy. The margin updates live as new transactions land, in both dollars and percent.
Portfolio dashboard
Every active project shows up on one screen, sortable by margin, days on market, or draw status. The dashboard surfaces the project that needs attention next.
Cash flow forecasting
BuilderGrid projects outflows from the budget and draws against the schedule, then models cash position by week so financing decisions are made with current data.
QuickBooks reconciliation
Transactions sync to QuickBooks for tax and reporting, and categorizations stay aligned across systems.
How it fits the workflow
- Step 1
Transactions post to budget lines
- Step 2
P&L recalculates per project
- Step 3
Portfolio rolls up automatically
- Step 4
Export or share a lender-friendly version with one click
Related
Budget & transactions
Every line item is enforced by schema, and every transaction reconciles back to a budget line with no orphan spend.
Draw management
AIA-style draw schedules, lender-ready PDF packages, and e-signed waivers all run through a single workflow.
Lien waivers
Conditional, unconditional, partial, and final waivers are generated from vendor data and tracked through e-signature.