{"slice":{"kind":"sub-category","id":"accounting-invoicing","label":"Accounting & Invoicing","href":"/practice/accounting-invoicing","apiPath":"/api/slices/sub-category/accounting-invoicing","lastmod":"2026-09-08"},"subCategory":{"id":"accounting-invoicing","label":"Accounting & Invoicing","category":"practice","categoryLabel":"Run the Practice"},"tools":[{"id":"bqe-core","name":"BQE CORE","url":"https://www.bqe.com/products/core","description":"All-in-one platform for project accounting, billing, time tracking, and resource planning built by and for architecture and engineering firms.","verdict":"worth-it","composite":4.4,"verdicts":{"project-time":"C2 4/5 reflects the documented API, C5 4/5 reflects QuickBooks, Xero, DocuSign, Power BI, Microsoft, and Google integrations, and C4 5/5 reflects CSV and Excel export. RF1 and RF3 are present.","accounting-invoicing":"This placement covers project accounting, WIP, revenue recognition, time, and invoicing in the same system; C2 4/5 reflects the documented API, C4 5/5 reflects CSV and Excel export, and RF1 plus RF3 are present. Firm-size fit is small-team to growing."},"redFlags":["RF1","RF3"],"primarySubCategory":"project-time","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"https://api-explorer.bqecore.com/","authModel":"OAuth 2.0","scripting":"none","webhooks":true,"agentDocs":["https://api-explorer.bqecore.com/","https://api-developer.bqecore.com/"]},"integrations":[{"name":"QuickBooks Online"},{"name":"QuickBooks Desktop"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Power BI"},{"name":"Microsoft"},{"name":"Google"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"Excel","direction":"unknown","support":"unknown"}],"scores":{"c1":5,"c2":4,"c3":4,"c4":5,"c5":4},"pricing":{"model":"contact-sales","freeTier":"unknown","freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://www.bqe.com/pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"harvest","name":"Harvest","url":"https://www.getharvest.com","description":"General-purpose time-tracking and invoicing tool, not architecture-specific, that many small firms use to bill clients and track project profitability.","verdict":"worth-it","composite":4.4,"verdicts":{"project-time":"C1 5/5 reflects the freemium entry point, C2 4/5 reflects the public API plus webhooks, and C5 4/5 reflects QuickBooks Online, Jira, Asana, Slack, Zapier, and Basecamp integrations. Firm-size fit is solo to small-team.","accounting-invoicing":"The accounting-invoicing placement is time-linked invoicing rather than full bookkeeping. C1 5/5 reflects the freemium entry point, C4 5/5 reflects CSV and Excel export, and C5 4/5 reflects QuickBooks Online plus workflow integrations."},"redFlags":[],"primarySubCategory":"project-time","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"https://help.getharvest.com/api-v2/","authModel":"OAuth 2.0 / Personal Access Token","scripting":"none","webhooks":true,"agentDocs":["https://help.getharvest.com/api-v2/"]},"integrations":[{"name":"QuickBooks Online"},{"name":"Jira"},{"name":"Asana"},{"name":"Slack"},{"name":"Zapier"},{"name":"Basecamp"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"Excel","direction":"unknown","support":"unknown"}],"scores":{"c1":5,"c2":4,"c3":4,"c4":5,"c5":4},"pricing":{"model":"freemium","freeTier":true,"freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://www.getharvest.com/pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-06-30","category":"practice"},{"id":"quickbooks-online","name":"QuickBooks Online","url":"https://quickbooks.intuit.com","description":"Cloud accounting platform from Intuit covering invoicing, bank reconciliation, expense tracking, and financial reporting for small US businesses.","verdict":"worth-it","composite":4,"verdicts":{"accounting-invoicing":"C1 5/5 reflects published subscription pricing starting at $38/mo with a trial, C2 4/5 reflects the REST API and webhooks, and C5 5/5 reflects Stripe, PayPal, Gusto, QuickBooks Time, Shopify, Expensify, and Zapier integrations. File exchange includes CSV, Excel, PDF, and QBO; firm-size fit is solo to small-team."},"redFlags":["RF2"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"REST (developer.intuit.com, OAuth 2.0)","authModel":"OAuth 2.0","scripting":"REST via any HTTP client; Zapier","webhooks":true,"agentDocs":["https://developer.intuit.com/app/developer/qbo/docs/develop"]},"integrations":[{"name":"Stripe"},{"name":"PayPal"},{"name":"Gusto"},{"name":"QuickBooks Time"},{"name":"Shopify"},{"name":"Expensify"},{"name":"Zapier"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"Excel","direction":"unknown","support":"unknown"},{"format":"PDF","direction":"unknown","support":"unknown"},{"format":"QBO","direction":"unknown","support":"unknown"}],"scores":{"c1":5,"c2":4,"c3":3,"c4":3,"c5":5},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true,"entryUsd":38},"evidenceUrls":{"pricing":"https://quickbooks.intuit.com/pricing/"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-06-30","category":"practice"},{"id":"agave","name":"Agave","url":"https://useagave.com/","description":"API integration and financial-operations platform for construction contractors -- syncs field/project data from Procore, Autodesk Build, and similar platforms with accounting/ERP systems (QuickBooks, Sage, Viewpoint, CMiC), plus AP invoice automation, expense coding, and job-cost reporting. Formerly branded \"Agave API\" at agaveapi.com, which now redirects here; led its $3M seed round with Y Combinator and Accel, joined by angel investors who are founders of Plaid, PlanGrid, EquipmentShare, Fieldwire, and Honest Buildings, per the company's own seed-round announcement (useagave.com/blog/announcing-our-seed-round).","verdict":"solid","composite":3.6,"verdicts":{"accounting-invoicing":"C2 5/5 reflects the documented REST API, webhooks, and SDK-backed sync layer, while C5 5/5 reflects native connectors across Procore, Autodesk Build/BIM 360, QuickBooks Online, ServiceTitan, Sage, Viewpoint, and CMiC. C1 3/5 reflects the hybrid pricing surface: contractor modules are quote-based, while the software-vendor tier publishes add-on rates."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":"unknown","api":"REST API (docs.agaveapi.com) with SDKs; unified read/write across 100+ construction/field-service data types","authModel":"API key + Client-Id/Client-Secret for backend calls; OAuth-style \"Agave Link\" flow for end-user account linking","scripting":"unknown","webhooks":true,"agentDocs":["https://docs.agaveapi.com/","https://docs.agaveapi.com/agave-api/webhooks"]},"integrations":[{"name":"Procore","type":"native"},{"name":"Autodesk Build / BIM 360","type":"native"},{"name":"QuickBooks Online","type":"native"},{"name":"ServiceTitan","type":"native"},{"name":"Sage","type":"native"},{"name":"Viewpoint","type":"native"},{"name":"CMiC","type":"native"}],"fileFormats":[{"format":"JSON","direction":"both","support":"full","note":"Structured API data objects (budgets, invoices, timesheets, cost codes) synced between construction PM and ERP systems; not a file-authoring or CAD/BIM tool."}],"scores":{"c1":3,"c2":5,"c3":2,"c4":3,"c5":5},"pricing":{"model":"hybrid -- contractor/construction-PM modules are custom-quoted per feature module; the separate software-vendor/API tier publishes a-la-carte add-on prices","freeTier":"unknown","freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://useagave.com/software-vendors/pricing","apiDocs":"https://docs.agaveapi.com/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-07","category":"practice"},{"id":"freshbooks","name":"FreshBooks","url":"https://www.freshbooks.com","description":"Cloud accounting and invoicing platform for freelancers and service businesses, with built-in time tracking, retainer billing, and project profitability reports.","verdict":"solid","composite":3.6,"verdicts":{"accounting-invoicing":"C1 4/5 reflects published subscription pricing from $23/mo with a trial, and C5 3/5 reflects Stripe, PayPal, Gusto, Zapier, Basecamp, Slack, and QuickBooks integrations. Built-in time tracking plus CSV and PDF exchange define the accounting surface; firm-size fit is solo to small-team.","project-time":"The project-time placement is tied to the same built-in time tracking and invoice conversion workflow rather than a separate PSA stack; C2 3/5 reflects the REST API and webhooks, and C4 4/5 reflects CSV and PDF export. Firm-size fit is solo to small-team."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"REST (freshbooks.com/api, OAuth 2.0)","authModel":"OAuth 2.0","scripting":"REST via any HTTP client; Node.js SDK; Zapier","webhooks":true,"agentDocs":["https://www.freshbooks.com/api/start"]},"integrations":[{"name":"Stripe"},{"name":"PayPal"},{"name":"Gusto"},{"name":"Zapier"},{"name":"Basecamp"},{"name":"Slack"},{"name":"QuickBooks"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"PDF","direction":"unknown","support":"unknown"}],"scores":{"c1":4,"c2":3,"c3":4,"c4":4,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true,"entryUsd":23},"evidenceUrls":{"pricing":"https://www.freshbooks.com/pricing"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"monograph","name":"Monograph","url":"https://monograph.com","description":"Firm management software that combines project budgeting, time tracking, staff planning, and invoicing built specifically for architecture and engineering practices.","verdict":"solid","composite":3.6,"verdicts":{"project-time":"C1 4/5 reflects public per-seat pricing, C3 4/5 reflects a small-firm workflow, and C5 3/5 reflects QuickBooks Online integration. C4 5/5 reflects CSV export, and firm-size fit is solo to small-team.","accounting-invoicing":"This placement is limited to fee, invoice, and project-finance workflows inside the same product; C5 3/5 reflects QuickBooks Online integration, C4 5/5 reflects CSV export, and firm-size fit is solo to small-team."},"redFlags":["RF4"],"primarySubCategory":"project-time","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"none","authModel":"none","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks Online"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"}],"scores":{"c1":4,"c2":2,"c3":4,"c4":5,"c5":3},"pricing":{"model":"per-seat","freeTier":"unknown","freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://monograph.com/pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-06-30","category":"practice"},{"id":"xero","name":"Xero","url":"https://www.xero.com","description":"Cloud accounting platform with bank reconciliation, invoicing, multi-currency support, and 1,000+ marketplace integrations for small businesses worldwide.","verdict":"solid","composite":3.6,"verdicts":{"accounting-invoicing":"C1 4/5 reflects published subscription pricing from $20/mo with a trial, C2 4/5 reflects the REST API and webhooks, and C5 4/5 reflects Stripe, PayPal, Square, Gusto, Shopify, Zapier, and HubSpot integrations. File exchange includes CSV, Excel, and PDF; firm-size fit is solo to small-team."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"REST (developer.xero.com, OAuth 2.0)","authModel":"OAuth 2.0","scripting":"REST via any HTTP client; Zapier; 1,000+ marketplace integrations","webhooks":true,"agentDocs":["https://developer.xero.com"]},"integrations":[{"name":"Stripe"},{"name":"PayPal"},{"name":"Square"},{"name":"Gusto"},{"name":"Shopify"},{"name":"Zapier"},{"name":"HubSpot"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"Excel","direction":"unknown","support":"unknown"},{"format":"PDF","direction":"unknown","support":"unknown"}],"scores":{"c1":4,"c2":4,"c3":3,"c4":3,"c5":4},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true,"entryUsd":20},"evidenceUrls":{"pricing":"https://www.xero.com/us/pricing-plans/"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"jobtread","name":"JobTread","url":"https://jobtread.com","description":"Modern cloud construction management platform consolidating estimating, project management, and accounting with real-time job costing for builders and residential remodelers.","verdict":"solid","composite":3.4,"verdicts":{"accounting-invoicing":"Modern construction platform with transparent SaaS pricing ($20/user/month with volume discounts); integrates with QuickBooks, Xero, Zapier, Stripe. 10+ integrations, free trial available."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time","construction-management","estimating"],"sectors":["residential","agnostic"],"firmSizeFit":["solo","small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"Zapier integration","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks Online"},{"name":"Xero"},{"name":"Gusto"},{"name":"Home Depot"},{"name":"CompanyCam"},{"name":"Zapier"},{"name":"Stripe"}],"fileFormats":[],"scores":{"c1":4,"c2":2,"c3":4,"c4":3,"c5":4},"pricing":{"model":"subscription","freeTier":false,"freeViewer":true,"trial":true},"evidenceUrls":{"pricing":"https://jobtread.com","integrations":"https://jobtread.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"singleops","name":"SingleOps","url":"https://granum.com/singleops/","description":"All-in-one field service and crew management platform for landscape and tree-care contractors. Provides digital estimating, mobile crew operations, scheduling with route optimization, invoicing, and payment processing.","verdict":"solid","composite":3.4,"verdicts":{"construction-management":"Purpose-built for landscape and tree-care field operations -- SingleOps delivers real-time crew tracking, job costing, and mobile work orders with GPS routing, tailored to estimating and service scheduling for small-to-medium landscape crews but not directly applicable to AEC construction management workflows.","field-management":"Strong fit for landscape crew field tracking -- map-based job assignment, GPS crew tracking, and clock in/out via mobile app streamline daily field operations for landscape contractors, with tree inventory and property-mapping support for arborist workflows.","accounting-invoicing":"Useful secondary for landscape contractor invoicing -- built-in payment processing and QuickBooks sync enable field teams to generate and transmit job invoices same-day, though the platform is not a general accounting system."},"redFlags":["RF2"],"primarySubCategory":"construction-management","subCategories":["construction-management","field-management","accounting-invoicing"],"sectors":["landscape"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"none","authModel":"none","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks Online","type":"native"},{"name":"QuickBooks Desktop","type":"native"},{"name":"Google Calendar","type":"native"},{"name":"GreenSky","type":"native"},{"name":"PropPay","type":"native"},{"name":"FleetSharp","type":"api-only"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"},{"format":"PDF","direction":"export","support":"full"}],"scores":{"c1":5,"c2":2,"c3":4,"c4":3,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://granum.com/singleops/pricing/","integrations":"https://granum.com/singleops/features/"},"platforms":["web","mobile"],"lifecycle":"active","lastVerified":"2026-07-13","category":"construction-admin"},{"id":"adaptive-build","name":"Adaptive","url":"https://www.adaptive.build/","description":"AI-native project accounting platform for construction that deploys autonomous AI agents to handle WIP analysis, change orders, AP coding, billing, lien waivers, insurance tracking, and field coordination -- runs alongside existing ERPs without migration.","verdict":"solid","composite":3.2,"verdicts":{"accounting-invoicing":"C1 3/5 reflects the published $1,000/month Basic entry point, C4 4/5 reflects all-data export with monthly contract lock-in rather than long-term commitment, and C5 4/5 reflects the Sage, QuickBooks, Foundation, Acumatica, Procore, and Buildertrend integrations. C2 2/5 reflects pre-built ERP connectors without a public developer API."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Integrations with major ERPs via pre-built connectors; no public developer API documented","authModel":"OAuth for ERP integrations","scripting":"none","webhooks":false,"agentDocs":["https://www.adaptive.build/blog"]},"integrations":[{"name":"Sage Intacct"},{"name":"Sage 100"},{"name":"Sage 300"},{"name":"QuickBooks Online"},{"name":"QuickBooks Desktop"},{"name":"Foundation"},{"name":"Acumatica"},{"name":"Procore"},{"name":"Buildertrend"}],"fileFormats":[{"format":"PDF","direction":"export","support":"full","note":"Documented in help.adaptive.build: budget/draw/backup export as PDF (articles 8945115, 8876784, 8944939)."},{"format":"CSV","direction":"export","support":"unknown","note":"Not documented as a native Adaptive export; CSV references in help center are QuickBooks cost-code import, not Adaptive output."},{"format":"XLSX","direction":"export","support":"full","note":"Documented in help.adaptive.build: draw schedules, WIP report, bills, and custom reports export as XLSX (articles 8945115, 12085524, 8876784, 8944939, 8892764)."},{"format":"PNG","direction":"export","support":"unknown","note":"Not documented in vendor materials."}],"scores":{"c1":3,"c2":2,"c3":3,"c4":4,"c5":4},"pricing":{"model":"subscription; GetApp lists a $1,000/month Basic plan while vendor pricing still scales by revenue band and workflow scope","freeTier":false,"freeViewer":"unknown","trial":false,"entryUsd":1000},"evidenceUrls":{"pricing":"https://www.getapp.com/finance-accounting-software/a/adaptive-2/","integrations":"https://www.adaptive.build/","signup":"https://www.adaptive.build/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"bonsai","name":"Bonsai","url":"https://www.hellobonsai.com","description":"All-in-one freelancer business platform with contracts, invoicing, time tracking, expense management, and a CRM, with an MCP server for AI agent integration.","verdict":"solid","composite":3.2,"verdicts":{"accounting-invoicing":"C1 3/5 reflects published subscription pricing from $25/mo with a trial, C2 3/5 reflects the beta MCP server plus partial REST API, and C5 2/5 reflects QuickBooks, Xero, Zapier, Google Calendar, Slack, Calendly, and HubSpot integrations. CSV/PDF exchange and built-in contracts, invoicing, and expense tracking define the accounting surface; firm-size fit is solo to small-team.","project-time":"The project-time placement is tied to the same built-in timer and invoice conversion workflow; C2 3/5 reflects the MCP and API surface, and C4 4/5 reflects CSV and PDF export. Firm-size fit is solo to small-team."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":true,"cli":false,"api":"REST (partial; MCP beta at mcp.hellobonsai.com/mcp)","authModel":"OAuth 2.1 PKCE","scripting":"MCP (Claude, ChatGPT, Gemini); Zapier (Premium+)","webhooks":false,"agentDocs":["https://docs.hellobonsai.com"]},"integrations":[{"name":"QuickBooks"},{"name":"Xero"},{"name":"Zapier"},{"name":"Google Calendar"},{"name":"Slack"},{"name":"Calendly"},{"name":"HubSpot"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"PDF","direction":"unknown","support":"unknown"}],"scores":{"c1":3,"c2":3,"c3":4,"c4":4,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true,"entryUsd":25},"evidenceUrls":{"pricing":"https://www.hellobonsai.com/pricing"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"buildern","name":"Buildern","url":"https://buildern.com","description":"All-in-one construction management platform consolidating estimating, project management, accounting, invoicing, and AI-powered bill extraction for residential builders.","verdict":"solid","composite":3.2,"verdicts":{"accounting-invoicing":"All-in-one platform with transparent tiered SaaS pricing and free trial (no credit card). Two-way sync with QB and Xero; AI bill extraction and PO matching differentiator."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time","construction-management","estimating"],"sectors":["residential","agnostic"],"firmSizeFit":["solo","small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks Online"},{"name":"Xero"}],"fileFormats":[],"scores":{"c1":4,"c2":2,"c3":4,"c4":3,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true},"evidenceUrls":{"pricing":"https://buildern.com","integrations":"https://buildern.com"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"handoff","name":"Handoff","url":"https://handoff.ai/","description":"AI-powered estimating and job-management platform for residential contractors -- turns walkthroughs, photos, videos, and plan files into estimates, proposals, invoices, schedules, and daily logs across web and mobile.","verdict":"solid","composite":3.2,"verdicts":{"estimating":"C1 4/5 reflects the published USD 149 and USD 299 monthly tiers, C2 2/5 reflects enterprise-only API details plus invite-only Zapier automation, and C4 3/5 reflects PDF import with CSV export. The estimating workflow is residential, and firm-size fit is solo to small-team.","construction-management":"The construction-management placement is the residential operations bundle rather than a general contractor platform: CRM, project management, scheduling, change orders, and daily logs. C5 3/5 reflects QuickBooks, Acorn Finance, and Zapier integrations, and C3 4/5 reflects self-serve signup across web, iOS, and Android.","accounting-invoicing":"The accounting-invoicing placement covers proposals, signatures, financing, invoices, and QuickBooks sync inside the same residential workflow. C5 3/5 reflects the QuickBooks and Acorn Finance integrations, and C3 4/5 reflects self-serve onboarding without implementation."},"redFlags":[],"primarySubCategory":"estimating","subCategories":["estimating","construction-management","accounting-invoicing"],"sectors":["residential"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"enterprise-only / not publicly documented","authModel":"web login; API key for invite-only Zapier app; enterprise API details not public","scripting":"Zapier","webhooks":"unknown","agentDocs":["https://help.handoff.ai/en/articles/9778505-does-handoff-have-an-api","https://help.handoff.ai/en/articles/15061294-getting-started-with-zapier"]},"integrations":[{"name":"QuickBooks","type":"native"},{"name":"Acorn Finance","type":"native"},{"name":"Zapier","type":"middleware"}],"fileFormats":[{"format":"PDF","direction":"import","support":"partial","note":"Pro plan includes AI estimating from PDFs."},{"format":"CSV","direction":"export","support":"partial","note":"Google Play release notes confirm estimate export as CSV."}],"scores":{"c1":4,"c2":2,"c3":4,"c4":3,"c5":3},"pricing":{"model":"tiered subscription","freeTier":false,"freeViewer":"unknown","trial":true,"entryUsd":149},"evidenceUrls":{"pricing":"https://www.capterra.com/p/10026318/Handoff/pricing/","signup":"https://app.handoff.ai/","integrations":"https://www.handoff.ai/pricing","dataExport":"https://play.google.com/store/apps/details?hl=en_US&id=com.onebuild.handoff"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-07-12","category":"win"},{"id":"planyard","name":"Planyard","url":"https://planyard.com","description":"Cloud construction accounting platform with real-time cost tracking, subcontractor PO management, budget forecasting, and OCR-powered invoice capture.","verdict":"solid","composite":3.2,"verdicts":{"accounting-invoicing":"UK-based cloud accounting platform with transparent tiered pricing and 14-day free trial (no credit card required). 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Integrates with Sage, Viewpoint, CMiC. No public pricing."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","rfi-submittals"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Sage"},{"name":"Viewpoint"},{"name":"CMiC"}],"fileFormats":[],"scores":{"c1":2,"c2":2,"c3":3,"c4":2,"c5":4},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://gcpay.com","integrations":"https://gcpay.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"levelset","name":"Levelset","url":"https://www.levelset.com","description":"Construction lien-rights, notice, and waiver-compliance SaaS (now \"Levelset, a Procore Company\") that automates statutory preliminary notices, lien filings and e-filing, waiver generation/exchange, demand letters, and payment-risk research for suppliers, subcontractors, and general contractors, with a deep native Procore integration.","verdict":"situational","composite":2.6,"verdicts":{"accounting-invoicing":"Established lien/waiver-compliance platform (acquired by Procore for ~$500M in 2021) with a deep native Procore integration, transparent $59 per-recipient document pricing, and third-party listings showing a $149/month starting subscription price, though full subscription tier detail remains incomplete and no public API auth model could be confirmed."},"redFlags":["RF2"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"A developer portal exists at developer.levelset.com referencing API docs, but it renders as a JS single-page app and no auth model or endpoint detail could be independently confirmed","authModel":"unknown","scripting":"unknown","webhooks":"unknown","agentDocs":["https://developer.levelset.com/"]},"integrations":[{"name":"Procore","type":"native"},{"name":"QuickBooks Online/Desktop"},{"name":"RedTeam"}],"fileFormats":[{"format":"PDF","direction":"export","support":"unknown","note":"Lien, waiver, and notice documents; electronic recording/e-filing confirmed in some states (e.g. Georgia, Jan 2025)."}],"scores":{"c1":3,"c2":1,"c3":3,"c4":2,"c5":4},"pricing":{"model":"per-document pricing for demands/notices plus third-party-published starting subscription price; full subscription tier detail remains incomplete","freeTier":false,"freeViewer":"unknown","trial":"unknown","entryUsd":149},"evidenceUrls":{"pricing":"https://www.softwareadvice.com/waiver/levelset-profile/","apiDocs":"https://developer.levelset.com/","integrations":"https://support.procore.com/integrations/levelset","signup":"https://www.levelset.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-09","category":"practice"},{"id":"payapps","name":"Payapps","url":"https://www.payapps.com/","description":"Construction payment-claims and subcontractor compliance software (progress claims, retention tracking, payment applications) for general contractors and subcontractors, acquired by Autodesk in Feb 2024 for approximately $390M; dual-branded Payapps outside North America and GCPay in North America.","verdict":"situational","composite":2.6,"verdicts":{"accounting-invoicing":"C1 4/5 reflects published subcontractor tiers on payapps.com, C5 4/5 reflects the Autodesk Construction Cloud, Viewpoint Vista, and Sage Intacct integrations, and RF2 caps C2 because no public API, CLI, or MCP is documented. 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C2 2/5 reflects ERP integration handled through the vendor rather than a public developer surface, and C4 3/5 reflects partial CSV import/export with no documented full data-export policy. 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C5 2/5 reflects QuickBooks, Google Calendar, Zoom, Zapier, and Gmail integrations, RF3 marks portability limits, and firm-size fit is solo."},"redFlags":["RF3"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["solo"],"agentAccess":{"mcp":false,"cli":false,"api":"REST (limited; API key from Company Settings)","authModel":"API key","scripting":"Zapier","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks"},{"name":"Google Calendar"},{"name":"Zoom"},{"name":"Zapier"},{"name":"Gmail"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"},{"format":"PDF","direction":"unknown","support":"unknown"}],"scores":{"c1":3,"c2":2,"c3":2,"c4":2,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true,"entryUsd":36},"evidenceUrls":{"pricing":"https://www.honeybook.com/pricing"},"platforms":["web","ios","android"],"lifecycle":"active","lastVerified":"2026-06-30","category":"practice"},{"id":"jonas-construction","name":"Jonas Construction","url":"https://www.jonasconstruction.com","description":"Integrated construction software with automated accounting for service contracts and jobs; 30+ years serving MEP, electrical, plumbing, and specialty trade contractors.","verdict":"situational","composite":2.2,"verdicts":{"accounting-invoicing":"Established ERP with 14,000+ users; integrated accounting for service-driven construction trades. No public pricing documented."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time","construction-management"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[],"scores":{"c1":2,"c2":2,"c3":3,"c4":2,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://www.jonasconstruction.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"maestro-erp","name":"Maestro ERP","url":"https://maestro.ca","description":"Cloud construction ERP for heavy construction and trade contractors in Canada; integrated project management, accounting, payroll, invoicing, and equipment management.","verdict":"situational","composite":2.2,"verdicts":{"accounting-invoicing":"Canadian ERP with 600+ customers; cloud and desktop variants available. Project management, accounting, payroll, and equipment tracking for heavy construction and trades."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[],"scores":{"c1":2,"c2":2,"c3":3,"c4":2,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://maestro.ca"},"platforms":["web","windows"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"penta-software","name":"Penta Software","url":"https://penta.com","description":"Enterprise construction ERP for specialty contractors: integrated financial management, payroll, job costing, and field service operations.","verdict":"situational","composite":2.2,"verdicts":{"accounting-invoicing":"Enterprise ERP targeting specialty contractors (MEP focus inferred); financial management, payroll, job costing, field service. AWS-powered cloud. No public pricing."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"PentaConnect APIs","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[],"scores":{"c1":2,"c2":2,"c3":2,"c4":2,"c5":3},"pricing":{"model":"contact-sales","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://penta.com"},"platforms":["web","windows"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"rabbet","name":"Rabbet","url":"https://rabbet.com/","description":"Construction finance platform for real estate developers and construction lenders -- provides connected budgets, automated draw packaging, document management with AI-powered intake, compliance tracking, and portfolio-level reporting; serves both developer-side project financial controls and lender-side construction loan administration.","verdict":"situational","composite":2.2,"verdicts":{"accounting-invoicing":"Situational -- purpose-built construction finance platform bridging developer draw packaging and lender construction loan administration in one system, with AI document intake and automated compliance; but quote-only pricing (RF1) and no public API limit self-serve evaluation and agent-driven workflows."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Sage Intacct"},{"name":"Procore"},{"name":"Yardi"}],"fileFormats":[{"format":"PDF","direction":"export","support":"full","note":"Lender-ready draw packages."},{"format":"CSV","direction":"export","support":"full","note":"Budget and draw data export."}],"scores":{"c1":2,"c2":2,"c3":2,"c4":2,"c5":3},"pricing":{"model":"subscription (quote-required, per-active-project)","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://rabbet.com/developers/pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-06","category":"practice"},{"id":"crewcost","name":"CrewCost","url":"https://crewcost.com","description":"Cloud construction accounting platform positioned as modern alternative to QuickBooks/Sage/Viewpoint; real-time job costing, WIP reporting, and AI-powered accounts payable automation.","verdict":"situational","composite":2,"verdicts":{"accounting-invoicing":"Cloud ERP alternative to legacy platforms; AI-powered AP automation and real-time job costing for emerging/growing contractors. 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C4 2/5 reflects CSV and XML exchange."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","construction-management","project-time"],"sectors":["agnostic"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Data Exchange Web Services API (limited scope), file-based integration via FTP/file server","authModel":"OAuth 2.0","scripting":"File automation required for most workflows","webhooks":"unknown","agentDocs":["https://help.trimble.com/en/spectrum/spectrum/api-web-services/api-web-services"]},"integrations":[{"name":"Viewpoint Team"},{"name":"Timberline"},{"name":"App Xchange marketplace"}],"fileFormats":[{"format":"CSV","direction":"both","support":"full"},{"format":"XML","direction":"both","support":"full"}],"scores":{"c1":2,"c2":1,"c3":2,"c4":2,"c5":3},"pricing":{"model":"contact-sales","freeTier":false,"freeViewer":false,"trial":false},"evidenceUrls":{"apiDocs":"https://help.trimble.com/en/spectrum/spectrum/api-web-services/api-web-services","integrations":"https://appxchange.trimble.com/connectors/viewpoint-spectrum","pricing":"https://www.trimble.com/en/products/viewpoint/spectrum"},"platforms":["web","cloud"],"lifecycle":"active","lastVerified":"2026-07-15","category":"practice"}]}