Accounting & Invoicing

All-in-one platform for project accounting, billing, time tracking, and resource planning built by and for architecture and engineering firms.

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.

General-purpose time-tracking and invoicing tool, not architecture-specific, that many small firms use to bill clients and track project profitability.

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.

Cloud accounting platform from Intuit covering invoicing, bank reconciliation, expense tracking, and financial reporting for small US businesses.

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.

Firm management software that combines project budgeting, time tracking, staff planning, and invoicing built specifically for architecture and engineering practices.

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.

Cloud accounting and invoicing platform for freelancers and service businesses, with built-in time tracking, retainer billing, and project profitability reports.

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.

Cloud accounting platform with bank reconciliation, invoicing, multi-currency support, and 1,000+ marketplace integrations for small businesses worldwide.

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.

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).

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.

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.

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.

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.

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.

All-in-one freelancer business platform with contracts, invoicing, time tracking, expense management, and a CRM, with an MCP server for AI agent integration.

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.

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.

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.

Free cloud accounting and invoicing platform for freelancers, owned by H&R Block since 2019, with automated bank reconciliation on the $19/mo Pro plan.

C1 4/5 reflects the free tier, C4 5/5 reflects CSV, XLS, OFX, QFX, and QBO workflows, and C2 2/5 reflects limited automation through GraphQL and Zapier with no documented webhooks. Integrations are PayPal, Etsy, and Zapier, and firm-size fit is solo.

Construction cost estimation software enabling builders and contractors to perform quantity takeoff, material pricing, labor estimation, and bid creation with Excel-like interface and customizable work-breakdown structures.

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.

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.

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.

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. Firm-size fit is growing.

Cloud-based construction ERP platform providing integrated accounting, project management, HR, payroll, equipment tracking, and field operations for general contractors and specialty trades.

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.

Client management platform for service businesses with contracts, invoicing, CRM, scheduling, and client portal, with AI-assisted email drafts and meeting notes added in 2024.

C1 3/5 reflects published subscription pricing from USD 36/month with a trial, C2 2/5 reflects a limited API-key surface with Zapier and no documented webhooks, and C4 2/5 reflects the narrower CSV/PDF exchange surface. C5 2/5 reflects QuickBooks, Google Calendar, Zoom, Zapier, and Gmail integrations, RF3 marks portability limits, and firm-size fit is solo.

Construction-payments compliance SaaS platform automating statutory lien and preliminary-notice filings across all 50 states and Canada, waiver generation and exchange, deadline tracking, and integrated payments between material suppliers, subcontractors, and general contractors.

RF1 keeps C1 2/5 because pricing is quote-only. 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. Firm-size fit is small-team to growing.

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.

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.

AI-powered real estate and construction finance platform -- serves lenders (construction loan administration, AI Draw Agent, draw inspections, risk mitigation), owners/developers (budget management, capital requests, compliance, lien waivers, payments), and builders (invoicing, compliance, payments); supports 86,000+ active projects representing $300B+ in real estate value with 78,000+ owners/contractors and 300+ lenders on the platform.

Situational -- the leading construction finance platform supporting $300B+ in real estate value, purpose-built AI Draw Agent for automated draw processing, and strong lender/developer network effects; but quote-only enterprise pricing (RF1), no public API documentation, and enterprise-scale focus limit small-developer and agent-driven adoption.

Web-based construction ERP platform connecting field, service, and project management teams to accounting, payroll, HR, equipment management, and document control with file-based integration architecture.

RF1 remains attached because pricing is contact-sales, C2 1/5 reflects a limited Data Exchange Web Services API plus FTP/file-server workflows, and C5 3/5 reflects Viewpoint Team, Timberline, and App Xchange integrations. C4 2/5 reflects CSV and XML exchange.