Use case Financial Management
The back office that runs itself.
Proposals, invoices, budgets, and follow-ups generated from real project state — the financial admin handled, the margins finally visible.
Book a demo →Hudson St — Living Room
Budget $14,500 · committed $5,810
Sofa — Walnut Frame
$3,200
Quoted
Pendant — Brass, pair
$840
Ordered
Rug — Wool 9×12
$1,150
Delivered
Side table — Travertine
$620
Quoted
Updated 2 minutes ago by the sourcing agent
Less bookkeeping. More design.
Drop a floorplan or room photoPLAN.pdf
Proposals
Fee proposals assembled from the scoped project — rooms, phases, deliverables — in your standard format.
Living RoomKitchenPrimary Bed
Invoices
Phase-completion and procurement invoices drafted automatically when milestones hit.
✦ Budgets vs actuals
Budgets vs actuals
Project profitability visible while you can still do something about it, not at year-end.
P
Payment follow-ups
Outstanding invoices chased politely and persistently, without you writing the awkward email.