Funding sources
Debt, equity, and capital contributions.
Flip phases
Track acquisition, financing, rehab, listing, and sale.
Workflow
Start here, then move from one page to the next until the flip is complete.
Reminders
Overdue work, due soon items, and follow-up actions.
Banking draws
Money released per phase and bank account tracking.
Bank accounts
Track balances and movement through the flip.
Bank ledger
Credits from funding and debits for draw payments.
Budget categories
Planned cost, actual cost, and margin.
Expenses & receipts
Track real spend and attach one or more receipts to each expense batch.
Receipt library
Browse every uploaded receipt for this project.
Project documents
Closing, lending, sale, and project files.
Vendor quotes
Subcontractors, products, and service prices.
Project details
Edit the project identity, status, and financial inputs here.
Client renovation
Job financials and field operations
Manage the client-facing process from estimate approval through warranty.
Timeline
Track milestones from buying to selling.
Integrations
Connect Plaid for bank sync and Stripe for payments.
Admin settings
Configure SAML SSO and shared API keys for payments and banking.
Project report
A quick snapshot of profit, cash, funding, and progress.