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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":"designfiles","name":"DesignFiles","url":"https://designfiles.co","description":"All-in-one interior design business platform combining design tools (moodboards, 3D floor plans), client collaboration, FF&E specifications, invoicing, and QuickBooks integration for interior design studios and practices.","verdict":"solid","composite":3.4,"verdicts":{"interiors":"C1 4/5 reflects transparent per-user pricing ($35–$55/month) with free perpetual tier and free trial (no card required). C2 1/5 reflects GUI-only, no API/CLI/MCP. C3 5/5 reflects comprehensive training library, 4.6/5 Capterra ease rating (534 reviews), and designers completing workflows with zero CAD experience. C4 3/5 reflects PowerPoint/Google Docs export but no native DWG/DXF/IFC documented. C5 4/5 reflects QuickBooks Online, Stripe, Adobe, and Google Workspace integrations covering the business/design stack.","project-time":"The project-time placement reflects DesignFiles's built-in project management, time tracking, and billing workflows for interior design studios; C1 4/5 and C3 5/5 remain strong for this sub-category."},"redFlags":[],"primarySubCategory":"interiors","subCategories":["interiors","project-time"],"sectors":["residential","commercial"],"firmSizeFit":["solo","small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"none","authModel":"web login","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks Online"},{"name":"Stripe"},{"name":"Adobe Creative Suite"},{"name":"Google Workspace"},{"name":"Microsoft PowerPoint"},{"name":"Canva"}],"fileFormats":[{"format":"PDF","direction":"export","support":"full"},{"format":"PowerPoint","direction":"export","support":"full"}],"scores":{"c1":4,"c2":1,"c3":5,"c4":3,"c5":4},"pricing":{"model":"subscription","freeTier":true,"freeViewer":"unknown","trial":true},"evidenceUrls":{"pricing":"https://designfiles.co/plans","integrations":"https://designfiles.co/features"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-28","category":"design"},{"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":"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":"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). Multi-currency, OCR invoice capture, integrates with Xero/QBO/MYOB/Sage."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Xero"},{"name":"QuickBooks"},{"name":"MYOB"},{"name":"Sage"},{"name":"Procore"},{"name":"Directo"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"}],"scores":{"c1":4,"c2":1,"c3":4,"c4":3,"c5":4},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":true},"evidenceUrls":{"pricing":"https://planyard.com","integrations":"https://planyard.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"bigtime","name":"BigTime","url":"https://www.bigtime.net","description":"Professional Services Automation (PSA) platform for architecture, engineering, consulting, and accounting firms with time tracking, billing, resource management, and AI agents.","verdict":"solid","composite":3,"verdicts":{"project-time":"C1 3/5 reflects modular subscription pricing without public rates on homepage; C2 3/5 reflects QuickBooks integrations via API (no standalone documented API); C3 3/5 reflects cloud SaaS deployment; C4 3/5 reflects QuickBooks sync and data portability; C5 3/5 reflects native QuickBooks integration plus AI agents (AVA, Expense Agent, Resourcing Agent, Insights Agent). BigTime is a PSA leader with 3,000+ organizations; 4.6/5 from 662 Capterra reviews.","accounting-invoicing":"The accounting-invoicing placement reflects multi-functional PSA covering billing, project accounting, and financial operations."},"redFlags":[],"primarySubCategory":"project-time","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic","commercial"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"via QuickBooks","authModel":"OAuth","scripting":"AI agents available","webhooks":false,"agentDocs":["https://www.bigtime.net/integrations"]},"integrations":[{"name":"QuickBooks"},{"name":"Stripe"},{"name":"Expense Management Systems"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"}],"scores":{"c1":3,"c2":3,"c3":3,"c4":3,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"integrations":"https://www.bigtime.net/integrations"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"unanet","name":"Unanet","url":"https://unanet.com","description":"Enterprise ERP + CRM for AEC and government contracting firms, providing project accounting, time/expense, invoicing, resource planning, and DCAA compliance.","verdict":"solid","composite":3,"verdicts":{"project-time":"The project-time placement reflects resource planning, capacity forecasting, and time/expense tracking for multi-person project teams.","accounting-invoicing":"C1 3/5 reflects cloud SaaS model with non-transparent pricing; C2 3/5 reflects API availability (degree of documentation unclear); C3 3/5 reflects cloud deployment requiring onboarding; C4 3/5 reflects data-export capabilities via API; C5 3/5 reflects DCAA compliance and integrations (Salesforce, HubSpot, Workday, ADP, Bamboo HR). Unanet is established AEC/GovCon ERP with 4,200+ customer firms."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic","commercial","institutional"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"available","authModel":"OAuth","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Salesforce"},{"name":"HubSpot"},{"name":"Workday"},{"name":"ADP"},{"name":"Bamboo HR"},{"name":"Microsoft Dynamics"},{"name":"Procore"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"}],"scores":{"c1":3,"c2":3,"c3":3,"c4":3,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://unanet.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"aec360-hso","name":"AEC360 by HSO","url":"https://www.hso.com/ip-offering/aec360","description":"Cloud ERP + CRM on Microsoft Dynamics 365 designed specifically for architecture, engineering, and construction firms with proposals, project delivery, financials, and HR.","verdict":"situational","composite":2.8,"verdicts":{"project-time":"The project-time placement reflects resource planning and project delivery workflows.","accounting-invoicing":"C1 2/5 reflects quote-only pricing (RF1); C2 3/5 reflects Dynamics 365 platform API capabilities; C3 3/5 reflects cloud deployment on Dynamics 365; C4 3/5 reflects Dynamics 365 export/Power Platform capabilities; C5 3/5 reflects Dynamics 365 integration ecosystem plus AI agents for proposals, time entry, and expense management. AEC360 is differentiated by HSO specialization in AEC vertical; built on enterprise Dynamics platform."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic","commercial","institutional"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Dynamics 365 APIs","authModel":"Azure AD","scripting":"Power Automate","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Microsoft Dynamics 365"},{"name":"Power Platform"},{"name":"Microsoft 365"}],"fileFormats":[{"format":"Excel","direction":"export","support":"full"}],"scores":{"c1":2,"c2":3,"c3":3,"c4":3,"c5":3},"pricing":{"model":"contact-sales","freeTier":false,"freeViewer":false,"trial":false},"evidenceUrls":{"pricing":"https://www.hso.com/ip-offering/aec360"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"conmeet","name":"conmeet","url":"https://conmeet.io","description":"Cloud-native all-in-one management system for construction and trades companies. Integrates CRM, ERP, project management, communication, banking, and finance with AI-integrated features including autonomous agents and AI-powered telephony.","verdict":"situational","composite":2.8,"verdicts":{"project-time":"C3 4/5 reflects cloud-native self-serve entry; C2 3/5 reflects API surface and AI agent capabilities in development. Integrated ERP for mid-sized construction firms.","construction-management":"C2 3/5 reflects API capabilities; C5 2/5 reflects limited third-party integrations documented. All-in-one platform reduces tool sprawl."},"redFlags":["RF1"],"primarySubCategory":"project-time","subCategories":["project-time","construction-management"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"OAuth","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[],"scores":{"c1":2,"c2":3,"c3":4,"c4":3,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://conmeet.io"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-08-30","category":"practice"},{"id":"knowify","name":"Knowify","url":"https://knowify.com","description":"Cloud construction platform for trade contractors and specialty subcontractors, automating estimating, proposals, contracts, RFI and submittal lifecycle, document management, dispatch, invoicing, job costing, and real-time project profitability with deep QuickBooks integration.","verdict":"situational","composite":2.8,"verdicts":{"rfi-submittals":"C1 4/5 reflects published SaaS pricing starting at $99/month with clear tier structure and 14-day free trial; C2 2/5 reflects QuickBooks integration and AI-assistant connectivity (Claude, ChatGPT) but no documented public API or CLI; C3 4/5 reflects cloud platform with self-serve signup and low adoption friction; C4 1/5 reflects proprietary platform with no open format support; C5 3/5 reflects industry-leading QuickBooks integration plus AI assistant connectivity. Founded 2014; Capterra 4.5/5 from 109 reviews; positioned for bid-to-payment contractor workflows.","project-time":"Project and job costing embedded in bid-to-invoice workflow."},"redFlags":[],"primarySubCategory":"rfi-submittals","subCategories":["rfi-submittals","project-time"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"none","authModel":"Cloud-based","scripting":"AI assistant (Claude, ChatGPT) integration","webhooks":false,"agentDocs":["https://knowify.com/features"]},"integrations":[{"name":"QuickBooks"}],"fileFormats":[],"scores":{"c1":4,"c2":2,"c3":4,"c4":1,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":"unknown","trial":true,"entryUsd":99},"evidenceUrls":{"pricing":"https://knowify.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"construction-admin"},{"id":"sage-construction","name":"Sage Construction","url":"https://www.sage.com/en-us/sage-construction/","description":"Construction accounting and ERP suite from Sage covering three product tiers: Sage 100 Contractor (small/mid contractors), Sage 300 CRE (larger firms), and Sage Intacct Construction (cloud-native mid-market/enterprise); 50,000+ construction customers across accounting, job costing, payroll, project management, and field operations.","verdict":"situational","composite":2.8,"verdicts":{"accounting-invoicing":"Major construction accounting suite with 50,000+ customers; Sage 100 Contractor (~$115/user/month) and Sage 300 CRE (~$6,600/year) publish pricing; Sage Intacct Construction is quote-only. Sage Intacct Construction exposes a documented open API; Sage 100/300 also support API integrations via a developer partner program."},"redFlags":[],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time","construction-management"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"https://www.sage.com/en-us/partners/independent-software-vendors/construction-developer-partners/","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Procore"},{"name":"Autodesk"},{"name":"PlanSwift"},{"name":"ProEst"},{"name":"Buildertrend"},{"name":"Timberscan"}],"fileFormats":[],"scores":{"c1":3,"c2":3,"c3":2,"c4":2,"c5":4},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://www.sage.com/en-us/sage-construction/"},"platforms":["web","desktop"],"lifecycle":"active","lastVerified":"2026-09-07","category":"practice"},{"id":"treblehook","name":"TrebleHook","url":"https://treblehook.com","description":"Salesforce-native CRM purpose-built for AEC firms with project/pursuit-centric data model.","verdict":"situational","composite":2.8,"verdicts":{"project-time":"C1 2/5 reflects Salesforce licensing required + custom Salesforce app costs (RF1). C2 3/5 reflects Salesforce API access (via host platform). C3 2/5 reflects Salesforce implementation complexity. C4 3/5 reflects Salesforce data export, limited portability. C5 4/5 reflects native Salesforce integration + ecosystem access. Salesforce AppExchange listing confirmed."},"redFlags":["RF1"],"primarySubCategory":"project-time","subCategories":["project-time"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Salesforce API (inherited)","authModel":"Salesforce OAuth","scripting":"Apex/SOQL via Salesforce","webhooks":false,"agentDocs":["https://appexchange.salesforce.com/appxListingDetail?listingId=548f831d-c5c6-4786-b0a0-7b51ea5741fc"]},"integrations":[{"name":"Salesforce","type":"native"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"}],"scores":{"c1":2,"c2":3,"c3":2,"c4":3,"c5":4},"pricing":{"model":"Salesforce subscription + app license","freeTier":false,"freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"signup":"https://appexchange.salesforce.com/appxListingDetail?listingId=548f831d-c5c6-4786-b0a0-7b51ea5741fc"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"bauwise","name":"Bauwise","url":"https://bauwise.com","description":"Construction cost management platform for subcontract-driven projects: real-time budget control, invoice processing, forecasting, and seamless ERP/accounting integration.","verdict":"situational","composite":2.6,"verdicts":{"accounting-invoicing":"European cost-management platform targeting main contractors and developers; seamless integration with Dynamics 365, Odoo, SAP, QB, Xero. 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C2 2/5 reflects web UI primary, no public API documented (RF2). C3 4/5 reflects self-serve signup and fast onboarding. C4 2/5 reflects limited data export. C5 2/5 reflects no integrations documented. Capterra 4.8/5 from 29 verified reviews. AI-native preconstruction for GCs.","estimating":"The estimating placement reflects Buildr preconstruction workspace with bid management and forecasting; secondary to project-time CRM focus."},"redFlags":["RF2"],"primarySubCategory":"project-time","subCategories":["project-time","estimating"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"none publicly documented","authModel":"web login","scripting":"none documented","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[{"format":"CSV","direction":"export","support":"unknown"}],"scores":{"c1":3,"c2":2,"c3":4,"c4":2,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":"unknown","trial":true},"evidenceUrls":{"pricing":"https://buildr.com/pricing","reviews":"https://www.capterra.com/p/207994/Buildr/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"coincraft","name":"Coincraft","url":"https://coincraft.co","description":"Cloud practice and project management tool for architects and engineers covering scheduling, time tracking, invoicing, and month-by-month financial forecasting.","verdict":"situational","composite":2.6,"verdicts":{"project-time":"This placement is an A/E-specific time and costing workflow with Xero and MYOB integrations; C3 3/5 reflects moderate onboarding, C4 3/5 reflects CSV export, and RF1 plus RF3 are present. Firm-size fit is solo to small-team."},"redFlags":["RF1","RF3"],"primarySubCategory":"project-time","subCategories":["project-time"],"sectors":["agnostic"],"firmSizeFit":["solo","small-team"],"agentAccess":{"mcp":false,"cli":false,"api":"none","authModel":"none","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Xero"},{"name":"MYOB"}],"fileFormats":[{"format":"CSV","direction":"unknown","support":"unknown"}],"scores":{"c1":3,"c2":2,"c3":3,"c4":3,"c5":2},"pricing":{"model":"subscription","freeTier":"unknown","freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://www.coincraft.co/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-18","category":"practice"},{"id":"accruent-data-insights","name":"Accruent Data Insights","url":"https://www.accruent.com/products/data-insights","description":"Web-based medical equipment planning and benchmarking platform for healthcare capital teams -- aggregates real-world biomedical work-order and asset-lifecycle data to compare device reliability, acquisition cost, maintenance burden, and expected lifespan, helping hospitals budget replacements, evaluate alternatives, and prioritize capital allocation decisions.","verdict":"situational","composite":2.4,"verdicts":{"specifications":"The specifications placement is medical-equipment benchmarking and planning for healthcare capital teams. RF1 keeps C1 2/5 because pricing is quote-only, C2 2/5 reflects no publicly documented API, CLI, or scripting surface, and C4 2/5 reflects limited documented export beyond PDF.","project-time":"The project-time placement is capital planning and replace-versus-repair analysis rather than scheduling or team coordination. C5 3/5 reflects the healthcare capital workflow, RF1 keeps C1 2/5 because pricing is quote-only, and C2 2/5 reflects no publicly documented API, CLI, or scripting surface."},"redFlags":["RF1"],"primarySubCategory":"specifications","subCategories":["specifications","project-time"],"sectors":["healthcare"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Accruent TMS","type":"native"}],"fileFormats":[{"format":"PDF","direction":"export","support":"unknown"}],"scores":{"c1":2,"c2":2,"c3":3,"c4":2,"c5":3},"pricing":{"model":"quote-only (demo-request required)","freeTier":false,"freeViewer":false,"trial":false},"evidenceUrls":{"pricing":"https://www.accruent.com/product-pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-18","category":"produce"},{"id":"aec360","name":"aec360 by HSO","url":"https://www.hso.com/ip-offering/aec360/","description":"AI-driven ERP+CRM on Microsoft Dynamics 365 for AEC firms; covers proposals, project delivery, financials, and resource planning.","verdict":"situational","composite":2.4,"verdicts":{"project-time":"C1 1/5 reflects Microsoft Dynamics licensing required + custom implementation (RF1). C2 4/5 reflects Dynamics 365 / Power Platform APIs. C3 1/5 reflects complex Dynamics implementation. C4 2/5 reflects proprietary Dynamics data model (RF3). C5 4/5 reflects Dynamics ecosystem integrations (Power BI, Teams, Power Automate).","accounting-invoicing":"The accounting placement reflects Dynamics 365 Finance integrations for AEC firms."},"redFlags":["RF1","RF3"],"primarySubCategory":"project-time","subCategories":["project-time","accounting-invoicing"],"sectors":["agnostic"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Microsoft Dynamics 365 APIs (Power Platform)","authModel":"Azure AD / OAuth","scripting":"Power Automate / Power Apps","webhooks":false,"agentDocs":["https://appsource.microsoft.com/en-us/product/dynamics-365/sag3601589824131000.aec360solution"]},"integrations":[{"name":"Microsoft Dynamics 365","type":"native"},{"name":"Power BI"},{"name":"Microsoft Teams"},{"name":"Power Automate"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"},{"format":"XLSX","direction":"export","support":"full"}],"scores":{"c1":1,"c2":4,"c3":1,"c4":2,"c5":4},"pricing":{"model":"Microsoft Dynamics 365 subscription + HSO implementation","freeTier":false,"freeViewer":"unknown","trial":false},"evidenceUrls":{"signup":"https://appsource.microsoft.com/en-us/product/dynamics-365/sag3601589824131000.aec360solution"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"attainia","name":"Attainia","url":"https://www.attainia.com/","description":"Cloud-based medical equipment planning platform for healthcare construction and renovation projects -- provides pre-built room templates, an integrated equipment catalog of 80,000+ products, and collaborative project management tools for healthcare providers, architecture/engineering/construction firms, and equipment planners.","verdict":"situational","composite":2.4,"verdicts":{"specifications":"RF1 keeps C1 2/5 because pricing is quote-only. The specifications placement is healthcare equipment planning anchored to 80,000+ catalog items and 1,400+ room templates, and C4 3/5 reflects CSV, PDF, and XLSX export.","project-time":"The project-time placement is equipment-planning coordination inside the same healthcare room-template and catalog workflow rather than a general practice-management system. RF1 keeps C1 2/5, and C4 3/5 reflects CSV, PDF, and XLSX export."},"redFlags":["RF1"],"primarySubCategory":"specifications","subCategories":["specifications","project-time"],"sectors":["healthcare"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[{"format":"CSV","direction":"export","support":"full"},{"format":"PDF","direction":"export","support":"full"},{"format":"XLSX","direction":"export","support":"full"}],"scores":{"c1":2,"c2":2,"c3":3,"c4":3,"c5":2},"pricing":{"model":"quote-only (demo-request required)","freeTier":"unknown","freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://attainia.com/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-07-12","category":"produce"},{"id":"northspyre","name":"Northspyre","url":"https://www.northspyre.com/","description":"End-to-end real estate development management platform providing deal pipeline management, financial modeling, project budgeting and forecasting, vendor procurement, AI-powered bid analysis, construction cost tracking, and portfolio analytics -- founded 2017, backed by $36.4M funding, supporting $500B+ in customer projects for leading development firms.","verdict":"situational","composite":2.4,"verdicts":{"project-time":"The project-time placement is development budgeting and forecasting with CSV and PDF export plus Sage Intacct integration. RF1 keeps C1 2/5 because Pro and Enterprise pricing is custom, C2 2/5 reflects API access limited to the Enterprise edition with no public CLI or scripting surface, and firm-size fit is small-team to growing."},"redFlags":["RF1"],"primarySubCategory":"project-time","subCategories":["project-time"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"Enterprise edition includes Open API","authModel":"unknown","scripting":"unknown","webhooks":false,"agentDocs":[]},"integrations":[{"name":"Sage Intacct"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"},{"format":"PDF","direction":"export","support":"full"}],"scores":{"c1":2,"c2":2,"c3":2,"c4":3,"c5":3},"pricing":{"model":"subscription (Pro and Enterprise editions; custom pricing)","freeTier":false,"freeViewer":"unknown","trial":"unknown"},"evidenceUrls":{"pricing":"https://www.northspyre.com/pricing"},"platforms":["web","mobile"],"lifecycle":"active","lastVerified":"2026-07-12","category":"practice"},{"id":"pmweb","name":"PMWeb","url":"https://pmweb.com","description":"Capital portfolio management platform for owner-operators, delivering visibility and control across multi-project, multi-industry portfolios with standardized workflows.","verdict":"situational","composite":2.4,"verdicts":{"construction-management":"C1 2/5 reflects quote-only pricing (RF1); C2 2/5 reflects no documented public API (RF2); C3 3/5 reflects cloud deployment; C4 2/5 reflects portfolio-visibility architecture limiting granular data export; C5 3/5 reflects portfolio/program management capabilities. PMWeb is differentiated by its owner-side capital-program positioning (not contractor-side).","project-time":"The project-time placement reflects resource visibility and program-level scheduling across multiple projects."},"redFlags":["RF1","RF2"],"primarySubCategory":"construction-management","subCategories":["construction-management","project-time"],"sectors":["agnostic","institutional","commercial"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"unknown","authModel":"unknown","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[],"scores":{"c1":2,"c2":2,"c3":3,"c4":2,"c5":3},"pricing":{"model":"contact-sales","freeTier":false,"freeViewer":false,"trial":false},"evidenceUrls":{"pricing":"https://pmweb.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"construction-admin"},{"id":"premier-construction-software","name":"Premier Construction Software","url":"https://premiercs.com","description":"Cloud-based AI-powered construction ERP with unified financial management, job costing, and project management; 900+ construction leaders and 15,000+ active users.","verdict":"situational","composite":2.4,"verdicts":{"accounting-invoicing":"AI-enhanced cloud ERP serving 900+ construction companies with 15,000+ active users; unified accounting, job costing, and project management. 60-day rapid implementation claimed."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","project-time"],"sectors":["agnostic"],"firmSizeFit":["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":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":false,"trial":"unknown"},"evidenceUrls":{"pricing":"https://premiercs.com"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-08","category":"practice"},{"id":"projectmark","name":"ProjectMark","url":"https://www.projectmark.com","description":"CRM and marketing platform built for construction and A&E firms; SOC 2 Type II certified.","verdict":"situational","composite":2.4,"verdicts":{"project-time":"C1 3/5 reflects published subscription tiers. C2 2/5 reflects web UI primary, no public API documented (RF2). C3 3/5 reflects self-serve signup. C4 2/5 reflects limited export capabilities. C5 2/5 reflects no documented integrations. G2 4.9/5, BuiltWorlds Top 50. SOC 2 Type II certified for AEC/construction focus."},"redFlags":["RF2"],"primarySubCategory":"project-time","subCategories":["project-time"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"none publicly documented","authModel":"web login","scripting":"none","webhooks":false,"agentDocs":[]},"integrations":[],"fileFormats":[{"format":"CSV","direction":"export","support":"unknown"}],"scores":{"c1":3,"c2":2,"c3":3,"c4":2,"c5":2},"pricing":{"model":"subscription","freeTier":false,"freeViewer":"unknown","trial":true},"evidenceUrls":{"pricing":"https://www.projectmark.com/pricing"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"viewpoint-vista","name":"Trimble Viewpoint Vista","url":"https://www.trimble.com/en/products/viewpoint/vista","description":"Cloud-based construction ERP platform providing integrated accounting, project management, HR, payroll, equipment tracking, and field operations for general contractors and specialty trades.","verdict":"situational","composite":2.4,"verdicts":{"accounting-invoicing":"RF1 remains attached because pricing is contact-sales, C2 2/5 reflects a REST API centered on AP/AR/GL/HR/Payroll/Job Cost/Equipment/Inventory data exchange rather than broader automation, and C5 4/5 reflects ProjectSight, Tekla PowerFab, Trimble HR, Trimble Materials, and App Xchange integrations. C4 2/5 reflects CSV, XML, and ASCII data exchange."},"redFlags":["RF1"],"primarySubCategory":"accounting-invoicing","subCategories":["accounting-invoicing","construction-management","project-time"],"sectors":["agnostic"],"firmSizeFit":["growing"],"agentAccess":{"mcp":false,"cli":false,"api":"REST API (bidirectional, 2,000 requests/min rate limit)","authModel":"OAuth 2.0","scripting":"REST API modules for AP/AR/GL/HR/Payroll/Job Cost/Equipment/Inventory","webhooks":"unknown","agentDocs":["https://direct-api.xchange.trimble.com/","https://help.trimble.com/doc/vista/vista/vista-api-documentation/vista-api-documentation-resources"]},"integrations":[{"name":"ProjectSight"},{"name":"Tekla PowerFab"},{"name":"Trimble HR"},{"name":"Trimble Materials"},{"name":"50+ App Xchange marketplace partners"}],"fileFormats":[{"format":"CSV","direction":"both","support":"full"},{"format":"XML","direction":"both","support":"full"},{"format":"ASCII","direction":"import","support":"full"}],"scores":{"c1":2,"c2":2,"c3":2,"c4":2,"c5":4},"pricing":{"model":"contact-sales","freeTier":false,"freeViewer":false,"trial":false},"evidenceUrls":{"apiDocs":"https://direct-api.xchange.trimble.com/docs/vista-api-overview","integrations":"https://appxchange.trimble.com/connectors/viewpoint-vista","pricing":"https://www.trimble.com/en/products/viewpoint/vista"},"platforms":["web","cloud"],"lifecycle":"active","lastVerified":"2026-07-15","category":"practice"},{"id":"unanet-crm","name":"Unanet CRM","url":"https://unanet.com/crm-aec/crm-overview","description":"Enterprise AI-first CRM for AEC firms, formerly Cosential; 4,000+ clients.","verdict":"situational","composite":2.4,"verdicts":{"project-time":"C1 2/5 reflects quote-only pricing for enterprise SaaS (RF1). C2 3/5 reflects enterprise REST API available. C3 2/5 reflects vendor-led implementation. C4 2/5 reflects proprietary data model (RF3). C5 3/5 reflects some integrations (QuickBooks, Procore assumed). Capterra 4.4/5 from 69 verified reviews. Formerly Cosential, rebranded as Unanet CRM; 4,000+ AEC clients."},"redFlags":["RF1","RF3"],"primarySubCategory":"project-time","subCategories":["project-time"],"sectors":["agnostic"],"firmSizeFit":["small-team","growing"],"agentAccess":{"mcp":false,"cli":false,"api":"REST API (enterprise)","authModel":"OAuth / API key","scripting":"none documented","webhooks":false,"agentDocs":[]},"integrations":[{"name":"QuickBooks"},{"name":"Procore"}],"fileFormats":[{"format":"CSV","direction":"export","support":"full"}],"scores":{"c1":2,"c2":3,"c3":2,"c4":2,"c5":3},"pricing":{"model":"subscription","freeTier":false,"freeViewer":"unknown","trial":false},"evidenceUrls":{"reviews":"https://www.capterra.com/p/250925/Cosential/reviews/"},"platforms":["web"],"lifecycle":"active","lastVerified":"2026-09-02","category":"practice"},{"id":"dealpath","name":"Dealpath","url":"https://www.dealpath.com/","description":"AI-powered real estate investment management platform supporting the full investment lifecycle from deal sourcing and pipeline management to underwriting, deal execution, portfolio insights, and relationship management -- includes Dealpath Connect private exchange connecting institutional investors with broker listings from JLL, CBRE, Cushman & Wakefield, Avison Young, and Northmarq; trusted by 300+ firms including Blackstone, Nuveen, MetLife, and LaSalle, powering $10T+ in transactions.","verdict":"situational","composite":2.2,"verdicts":{"project-time":"The project-time placement is real-estate pipeline and execution tracking rather than construction administration workflow. 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