Budget & Invoice Management · Real Estate Development

The whole money trail, from budget to invoice to draw — in one place.

budgeted runs a development project end to end: build the budget, record and approve invoices against it, then assemble the lender draw request — with every revised total, commitment, and contingency figure recalculated automatically.

Start from scratch, import an Excel budget, or explore the sample project with realistic data. No setup required.

▦ Hierarchical budget 🧾 Invoice PDF upload 📑 Lender draw requests 🔗 QuickBooks Online 📤 Excel & PDF export 🔒 Row-level security
End to end

One pipeline for the whole project

Every dollar follows the same path — from the day-one budget to the funded draw. Each stage feeds the next, so nothing is re-keyed and nothing drifts.

1

Create or load a project

Start from scratch, import an Excel budget, or load the sample project to explore everything with realistic data.

From scratchExcel importSample data
2

Build your budget

Add or import hierarchical line items. Every revised total, commitment, and contingency figure recalculates automatically.

ReallocationsChange ordersContingency
3

Record invoices

Upload an invoice PDF, allocate it across budget lines, and move it through the approval workflow.

Pending ApprovalApprovedPaid
4

Run requisitions & draws

Open a requisition period, then generate a lender draw request with retainage and signatures.

Billing periodsRetainageSignatures
Built for the work

Every part of the project, covered

The same modules a development team actually uses — budget, invoices, draws, cash flow, schedule, and reporting — wired to a single set of numbers.

Budget

A hierarchical cost-code table where the computed columns update the moment you change an input.

  • Original, Appr. Changes & Reallocations roll into Total Revised
  • Base Contracts + Change Orders → Total Commitments
  • Exposures, Unbought scope & Net Available tracked per line
  • Show/hide columns and inline-edit any raw input
🧾

Invoices

Capture a bill once and allocate it across the budget lines it touches.

  • Upload the invoice PDF and view it alongside the data
  • Allocate across multiple budget lines and contract types
  • Status workflow: Pending Approval → Approved → Paid
  • Vendor defaults to speed up repeat billers
📑

Requisitions & Draws

Assemble a lender draw straight from the period's approved costs.

  • Open a billing period and pull in the period's costs
  • Apply retainage and capture signatures
  • Generate the lender draw request as a PDF
  • Track the open requisition and last funding request
💵

Cash Flow & Schedule

Tie the money to the calendar so funding lines up with the build.

  • Project the spend curve across the development timeline
  • Schedule from predevelopment through stabilization
  • Import a Microsoft Project schedule
📊

Reports

Turn the live numbers into a story you can hand to a partner or lender.

  • Risk narrative across at-risk and over-budget lines
  • Variance and category-risk breakdowns
  • Cash-flow and contingency reporting
  • Export to Excel and PDF

Dashboard

A single "what needs your attention" view across the whole project.

  • Needs attention — lines over budget or at risk
  • Pending approvals — invoices waiting on you
  • Draws — the open requisition and latest funding request
  • Contingency position at a glance
One source of truth

The numbers are computed once — on the server.

budgeted writes only your raw inputs. Every revised total, commitment, and contingency figure is calculated by authoritative SQL views on the server, so the numbers are identical for every client and can't drift between screens.

A parity test runs the TypeScript engine that powers the live UI against the actual SQL views on a real Postgres database, cell by cell — the guardrail that keeps client and server in lockstep.

393 / 393
budget cells where the UI engine and the SQL views agree, every column
computed once on the server, read the same way by every client
# how a number reaches the screen
write raw inputs raw tables
# server does the math
compute v_budget_calc
compute v_project_summary
compute v_category_risk
# every client reads the view
read identical numbers, every screen
Connected & protected

Fits your accounting. Guards your data.

🔗 QuickBooks Online Limited beta

Connect a project to a QuickBooks Online company, map each cost code to a GL account, and push approved invoices through as bills for payment.

Map cost code→ QuickBooks GL account
Project tag→ QuickBooks Customer / Project
PushApproved invoices → Bills

QuickBooks connecting is in limited beta while Intuit's app review completes — set cost codes now to prepare.

More accounting connections coming soon
🔗 Sage Intacct Soon 🔗 Yardi Soon

🔒 Your data, isolated

Row-level security is enforced at the database: a signed-in user only ever sees their own projects — never anyone else's.

AuthEmail & password sign-in
IsolationRow-level security per account
DocumentsInvoice PDFs in secure storage
ExportTake your data out as Excel or PDF

See it on a real project in a minute.

Load the sample project and walk the whole pipeline — budget, invoices, and a lender draw — with realistic numbers. Then start your own from scratch or an Excel import.

Load a sample project Create your first project