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.
Clear roles mean the right people see money, and everyone else still sees progress.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Available across Self-Build, Contractor-Led, and Professional where your plan includes this capability.
Core project tools ship on all plans. Portfolio, client, and some collaboration features unlock on Contractor-Led or Professional — see Compare and Pricing.
Yes. Every plan includes a 90-day free trial with full access for that plan. Card required; you are not charged until the trial ends.
Financial figures follow the role — viewers never see what they shouldn't.
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.
Start free for 90 days. Cancel anytime before the trial ends.