Project accounting for residential GCs

From blueprint to margin clarity, in one GC workspace.

Generate AI estimates from plans, turn the approved budget into a client proposal, track vendor invoices and payments, bill the client, and watch project margin update as the job moves.

  • AP & AR kept honestly separate
  • Cost-plus & T&M traceability
  • Built for the jobsite, not just the office
What's live today

The whole job, in one place

Six capabilities shipped across phases 1–15 — estimate through collection, with the financial provenance intact at every hop.

01

AI estimating & takeoff

Blueprints or scope text become structured CSI/WBS estimate lines with citations and confidence. Takeoff table with division/kind filters and CSV export; materials browser with tiered regional pricing — override, market, or AI — plus price history and refresh.

02

Proposals & e-sign

Frozen line-item snapshots, versioning, and view tracking. A public share-link signature forms the contract on acceptance. Choose summary or full-line visibility per client.

03

Schedules & automated billing

Milestone, deposit, and draw schedules with retainage, across all four contract types. Date- and acceptance-triggered invoice generation, with branded proposal and invoice email.

04

AP job-cost control

Vendor invoices with OCR ingestion, line-item WBS allocation, and partial payments. Payment accounts plus ledger-backed history, and an out-of-pocket reimbursement flow that reconciles to the books.

05

AR client billing

Client invoices from milestones, or cost-plus / T&M pass-through with full source traceability. Retainage release, payment recording and allocation, and contract-ceiling enforcement under lock.

06

Live margin & portals

Budget vs committed vs actual vs revenue vs margin, per cost code. A responsive client portal shows proposals, schedule, invoices, and cost — exactly as much as your visibility policy allows, never more.

Three moves

Price the job. Win and bill the work. Control cash and margin.

01

Price the job

Upload plans or import a budget, then generate and review the estimate.

  • AI lines with citations + confidence
  • Regional material pricing
  • CSI/WBS organization
02

Win and bill the work

Send a proposal, schedule milestones, and capture acceptance.

  • Public e-sign forms the contract
  • Invoices from draws or pass-through
  • Retainage, deposits, and tax handled
03

Control cash and margin

Allocate vendor invoices to WBS lines and record payments.

  • Ledger-backed AP & AR
  • Cost, revenue, and margin live
  • Committed exposure tracked
Why not spreadsheets

The provenance is the product

A dollar in VantageBid remembers where it came from — estimate line, vendor invoice, client draw — all the way to margin.

Spreadsheets

  • Lose the link between estimate, invoice, and margin
  • No audit trail when a number changes
  • Re-keyed between bid, AP, and AR

Generic accounting

  • Knows bills and invoices, not WBS job cost
  • No estimate-to-actual by cost code
  • No client portal tied to the project

VantageBid

  • Estimating, AP, AR, and portals around one project
  • Every pass-through dollar cites its source
  • Margin that reconciles to invoicing by construction
Honest roadmap

What's live, and what's next

No timeline promises. The “next” set is fully schematized in v1 and built post-launch.

Live today

  • AI estimates from plans, files, or scopeLIVE
  • Catalogs, rate cards, regional pricingLIVE
  • Proposals, payment schedules, e-signLIVE
  • Vendor invoices, payments, OCR, ledgerLIVE
  • Client invoices, payments, and portalLIVE
  • Budget / cost / revenue / margin dashboardLIVE

Next — schema-ready

  • RFQ & subcontractor biddingNEXT
  • Selections & allowance trackingNEXT
  • Change ordersNEXT
  • QuickBooks & payment-processor integrationsNEXT

See your next job, priced to margin.

Start with a plan set and a scope. VantageBid turns it into an estimate, a proposal, and a live P&L for the project.