Know Your Numbers. Control Your Cash Flow. Grow Your Profits.
Complete financial visibility for your construction business—from estimates to final payment. Real-time project profitability with seamless accounting integration.
The Financial Disconnect Problem
Construction and restoration contractors struggle with disconnected financial management
Disconnected Financial Data
- Leads captured in Zoho CRM from multiple sources
- Lead qualification by sales team
- Qualified leads converted to Deals
Manual Data Entry Nightmare
- Leads captured in Zoho CRM from multiple sources
- Lead qualification by sales team
- Qualified leads converted to Deals
Poor Project Cost Tracking
- Intuitive UI for estimates
- Add items, labor, materials
- Auto-linked to Deal
Builder Finance Integration
An automated finance bridge connecting your CRM with your accounting system, enabling seamless financial management directly from project records
Key Innovation
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Seamless Integration
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Built-in Approvals
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Auto-Sync
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Real-Time Visibility
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Complete Bill Management Workflow
Bill Initiation in Project Context
Where It Happens: Directly within the project in Zoho CRM
Project managers work naturally within their CRM environment:
- Open ongoing deal/project in CRM
- Navigate to custom Finance tab
- Click "Add New Bill" button
Bill Entry Fields:
- Unique bill number
- Bill amount
- Vendor name (from CRM vendor list)
- Bill date and due date
- Attach bill documents (PDF invoices, receipts)
- Add notes or special instructions
Key Benefits:
- Bills created in project context—automatic project association
- No switching between systems
- All documentation stored with project records
- Standardized entry process
- Project managers control their own budgets
Built-In Approval Workflow
Automated routing and complete audit trail
Systematic approval process with notifications:
Automated Approval Routing:
Bill Saved
Draft / Waiting for Approval
Auto-Notification
Finance Manager receives email with bill details
Finance Manager Reviews
- Accuracy verification
- Proper vendor selection
- Budget availability check
- Attached documentation review
If Approved
- System automatically creates bill in Zoho Books
- Bill status updates: "Open" and "Approved" in CRM
- Bill in Books linked to project and vendor
- Project P&L immediately reflects new cost
If Rejected
- Bill status: "Draft" and "Rejected" in CRM
- Project manager notified with rejection reason
- Manager can edit and resubmit
Key Benefits:
- Enforces approval before bills enter accounting
- Complete audit trail of approvals and rejections
- Prevents unauthorized expenses from being recorded
- Finance manager sees bills in project context
Accounting Team Task & Payment Processing
Automatic Task Creation:
- As soon as bill created in Zoho Books → automatic task assigned to Accounting Team
- Task includes: bill details, amount, due date, attached invoice documents
- Accounting team records payment or payment schedule in Books
- Bill remains linked to project for P&L tracking
- Payment status syncs back to CRM for project manager visibility
Key Benefits:
- No bills slip through without payment processing
- Clear accountability with task assignment
- All project costs properly categorized for reporting
- Project managers see payment status in real-time
Complete Expense Management Workflow
Step 1
Expense Initiation in Project Context
Step 2
Expense Review & Approval
Step 3
Accounting & Bank Reconciliation
Step 1: Expense Initiation in Project Context
Where It Happens: Directly within the project in Zoho CRM
Project managers record expenses in real-time:
- Open ongoing deal/project in CRM
- Navigate to Finance tab
- Click "Add New Expense"
Expense Entry Fields:
- Expense date
- Expense amount
- Expense account (from Zoho Books Chart of Accounts)
- Vendor name
- Description and category
- Attach supporting documents (receipts, invoices)
System automatically:
- Associates expense with current project
- Timestamps the entry
- Captures who created it
Key Benefits:
- Expenses captured in real-time, not weeks later
- Project managers maintain financial visibility
- Supporting documentation attached immediately
- Proper project attribution ensured
Expense Review & Approval Workflow
Streamlined Approval Process:
- Expense Saved: Status: "Waiting for Approval"
- Auto-Notification: Finance Manager receives alert
- Finance Manager Reviews:
- Legitimacy verification
- Proper categorization check
- Budget compliance review
- Documentation completeness
Approval Paths
If Approved
- System automatically creates expense in Zoho Books
- Bill status updates: "Open" and "Approved" in CRM
- Bill in Books linked to project and vendor
- Project P&L immediately reflects new cost
If Rejected
- Bill status: "Draft" and "Rejected" in CRM
- Project manager notified with rejection reason
- Manager can edit and resubmit