Everything a project needs to run its money.

Open a dedicated bank account for every project in seconds. Keep every dollar separate for clean, audit-ready accounting.

• Each project has its own account details, ready to share with clients for deposits and draws.
• Split a job into sub-projects with their own budgets and see how much of each is used.
• Move money between projects, or in and out of your linked business bank, in a couple of clicks.
• A filterable timeline of every deposit, payment and transfer, with notes and export.
• Close a finished project with a guided step for whatever balance is left.

See every card swipe and payment the moment it happens. Each transaction lands in the right project account, tagged with who spent, where, and on which job.

• Filter by date, cardholder, project, sub-project, GL code or cost code, and save the views you use.
• Split a single charge across projects or codes, and add comments and attachments.
• Log cash, check and outside payments, or import them, so every job cost lives in one place.
• Cards for the crew with spend controls by amount, period and merchant category.

Send no-fee wires anytime to subs and vendors.

• Bills arrive by email or upload, and AI pulls out the vendor, amounts and due date.
• Approval rules by amount, with approvers signing off in order before anything is paid.
• Pay by ACH or wire straight from the project the bill belongs to.
• Vendors can submit bills and add their own payment details, so nobody re-keys bank info.

AI matches receipts to the project and transaction.

• Snap a receipt on your phone, upload it on the web, or simply forward it by email or text.
• AI reads each receipt and matches it to the right transaction, in batches.
• Duplicates and files that are not receipts are flagged instead of filed.

Send branded estimates and invoices for e-signature approval. Get paid directly into project accounts so draws, cash, and margins stay clear.

• Clients approve and e-sign estimates online, and an approved estimate becomes an invoice.
• Your logo and colours on every document, sent by email or text.
• Clients pay online by bank transfer or card, and you can offer buy now, pay later.
• Installment schedules, recurring invoices and change orders, all tied to the job.
• A saved catalogue of your products and services for faster line items.

Bill draws as work completes, straight from the project.

• Bill each draw against the progress of the work, line by line.
• Clients see a clear view of what has been completed and what is being billed.
• Draw and funding requests clients can review and sign online.

Give clients a live view of their project, shared invoices, approvals, and transactions as work happens. No more month-end scramble for progress billing.

• Invite a client by email or phone and choose exactly what they can see.
• Budget vs actual, transactions, invoices, estimates and documents for their project.
• Statements and reports the client can download whenever they like.
• Preview the portal as your client sees it before you send the invite.

Track real-time project spend vs. budget.

• Budget a project by GL code, cost code or category, from a template or an imported spreadsheet.
• Budget vs actual updates as money moves, with progress bars for every line.
• Spot the lines running hot before they become an overrun.

Auto-code spend to GL, jobs, and cost codes.

• Bring your own chart of accounts and cost codes, or start from an industry template.
• Rules code recurring spend automatically, and AI suggests codes that learn from your corrections.
• Code one transaction or a hundred at once.

Two-way sync keeps your books current automatically.

• Invoices, bills, payments, customers and transactions flow into QuickBooks Online.
• Map your GL codes to QuickBooks accounts once and the sync follows them.
• Connect more than one company file if you run more than one business.

Export clean records for simple year-end audits.

• Income statement, cash flow and a monthly report for any project or the whole company.
• Monthly statements and transaction reports with the receipts attached.
• Export to PDF, Excel or CSV for your accountant.

Assign permissions based on roles to keep projects secure. Control who can view accounts, approve spend, and issue cards on every project.

• Owner, admin, manager, accountant and team member roles, each limited to the projects you choose.
• Give your accountant access to the books without showing balances or transfers you would rather keep private.
• Field crew join from the mobile app, office staff and accountants on the web.

Ask Arvis anything about your numbers. Get powerful insights and forecasts from your own project data, cost overruns, cash timing, and margin trends before they bite.

• Ask in plain English: what did we spend at this supplier, or which job is over budget.
• Spending trends, unusual charges and possible duplicates, surfaced without digging.
• Drafts a budget from a short brief or an uploaded document.
• Points you to the right page in the app when you are not sure where something lives.

Sign-ins protected beyond a password, for everyone on your team.

• Two-factor authentication with an authenticator app.
• Passkeys, so your team can sign in with Face ID, Touch ID or a security key.
• See your trusted devices and revoke any of them, or all of them, in one step.
• Idle sessions warn, then sign out, and the mobile app hides balances when you switch away.

Every card and every payment has a limit, an owner and a sign-off.

• Spending limits per card by transaction or period, with merchant categories you can block.
• Freeze a card in seconds and unfreeze it when it turns up.
• Require an identity check before anyone can see full card numbers.
• Approval rules so larger payments need more than one person to sign off.

Catch the fake invoice and the changed bank details before the money leaves.

• Upload a suspicious bill or invoice and AI checks it for the warning signs of fraud.
• Incoming bills are flagged when they look like duplicates or show signs of tampering.
• Vendors add their own payment details, so bank info is never re-keyed from an email.
• A built-in checklist that keeps your team sharp on phishing, text scams and invoice fraud.