Asset Card
Asset CardWeb App

Every project's
money, on one page.

Project accounts, cards, bills, invoices and payments in one web app, coded as they happen, with a client view your customers can log into.

  • 5/5 Rating
  • Bank-level security
  • Real-time AI insights
app.assetcard.io/dashboard
Good afternoon, Brendan
Wednesday, Sep 2 · where the money is across BuildRight Co.
This monthLast monthQuarterAll projects ⌄
Treasury · all project accounts
$0.00
6 project accounts · plus company treasury $212,000
In this month
+$96,400
Out
-$61,842
Net
+$34,558
In flight
$38,040
Move moneyStatements
30 days +$12,400 · +11.9%
Needs you4
Bayline Glass payment returned
R01 · $3,180 · Oceanview Estate
Retry ›
9 bills due in the next 30 days
$28,940 · 2 already overdue
Review ›
3 invoices overdue
$11,200 across 2 clients
Chase ›
12 uncoded transactions
Arvis has suggestions for 9 of them
Code ›
Projects6 accounts · $910,050 availableSee all ›
ProjectStatusAvailableBudget usedNext up
Hillcrest Custom Home
Custom home · 3 sub-projects
Active$116,300.00
25% of $250K
Draw #4 due Sep 12›
Oceanview Estate
Custom home · 2 sub-projects
Active$84,210.00
62% of $180K
Coastal wire leaves Fri›
Davisville Modern
Custom home
Active$52,300.00
38% of $140K
Invoice #17 landed Sep 1›
Marina Bay Renovation
Renovation
Active$31,840.00
84% of $120K
84% of budget used · review›
This week's moneyMoney movement ›
Pending+$15,940 in · -$6,850 out
Thu
Stripe payout → Hillcrest
6 payments · invoices + subscriptions
Hillcrest Custom Home+$15,940.00Lands Thu
Thu
Summit Steel
Bill #SS-1088 · ACH
Marina Bay Renovation-$6,850.00Lands Thu
NOW · WED 2:47 PM
Today
Whitlock Family Trust
Invoice #INV-2026-00019 · card
Hillcrest Custom Home+$12,400.00Received · lands Thu
Today
Hillcrest → Davisville
Transfer between projects · instant
Hillcrest Custom Home$20,000.00Posted
Tue
To Chase Business ••1180
Withdrawal · owner distribution
Cedar Park Townhomes-$25,000.00Landed Sep 2
Ask Arvis
  • Stripe
  • Specialist Landscaping
  • SMG Construction
  • Davisville Contractors
  • Maple & Palm Property Group
  • Sound Haus
  • Glass Genie
Projects and project pages

Every project is its own account.

Open a project and the money is already sorted: available balance, budget vs actual with sub-projects, cards, invoices, funding and documents, on one page with one action bar.

app.assetcard.io/projects/hillcrest-custom-home
Projects
Six accounts in two collections · two closed
+ New project
Total available
$910,050.00
across 6 project accounts
Active
6
2 closed
Budget used
41%
$1.04M of $2.49M
In flight
$38,040
lands by Fri Sep 5
All6Custom Homes3Renovations1Ungrouped2+ New collectionSearch projectsSort · Balance⌄
ProjectStatusAvailableSpentBudget usedCardsLast activity
Custom Homes · 3 projects$252,810.00
Hillcrest Custom Home
Custom home · 3 sub-projects
Active$116,300.00$62,900.00
25% of $250K
3Today · Whitlock paid›
Oceanview Estate
Custom home · 2 sub-projects
Active$84,210.00$111,600.00
62% of $180K
2Fri · wire scheduled›
Davisville Modern
Custom home
Active$52,300.00$53,200.00
38% of $140K
1Sep 1 · invoice landed›
Renovations · 1 project$31,840.00
Marina Bay Renovation
Renovation · full gut
Active$31,840.00$100,800.00
84% of $120K
2Sep 2 · Summit Steel sent›
Ungrouped · 2 projects$625,400.00
Ridgeline Duplex
Duplex · new build
Active$171,000.00$150,000.00
25% of $600K
1Aug 21 · card spend›
Cedar Park Townhomes
Townhomes · 8 units
Active$454,400.00$348,000.00
29% of $1.2M
0Sep 2 · withdrawal›
› Closed projects · 2Seagrove Villa · Oakmont Duplex
Bills and vendor payments

From inbox to paid, without the shoebox.

Forward a bill or upload it. Arvis reads it and codes it to the project, then it moves across the board: approve, pay by ACH or wire, done. Every bill shows who approved it and when it lands.

app.assetcard.io/bills
Bills
Every vendor bill from inbox to paid, on one board.
ExportUpload bill
$136,070.75
Outstanding
8 bills
$9,830.00
Overdue
1 bill
$55,430.00
Due in next 7 days
2 bills
Search billsAll vendors ⌄✉ bills@buildright.assetcard.io
Inbox3$48,846
A
Apex Concrete Supply
INV-2041 · Hillcrest Custom Home
$12,480.00Due Sep 12
Added today · email
G
Gulf Coast Lumber
INV-8812 · Marina Bay Renovation
$8,940.50Due Sep 18
Added yesterday · upload
T
Titan Electric Co.
E-5540 · Hillcrest Custom Home
$23,150.00Arvis
Added Aug 22 · email
+ Add bill
Needs approval2$55,430
I
Ironclad Steel Fabricators
IS-7789 · Marina Bay Renovation
$45,600.00Due Sep 2
Aug 20 · waiting on youOpen
P
Precision Glass & Glazing
PG-1187 · Hillcrest Custom Home
$9,830.00Overdue
Added Aug 19 · email
Ready to pay2$31,795
S
Summit HVAC Systems
S-3301 · Seaside Villa
$17,420.00Approved
Approved · Kyle
M
Meridian Roofing
MR-2205 · Hillcrest Custom Home
$14,375.00Partial
of $28,750 · deposit paid
Paid2$17,740
B
BlueStone Masonry
BS-990 · Marina Bay Renovation
$6,540.00Paid
Receipt available
D
Delta Drywall
DD-4402 · Seaside Villa
$11,200.00Paid
Receipt available
Money movement

See when money lands, not just that it moved.

Invoices, subscriptions, bills, wires, transfers and bank withdrawals on one timeline. Pending sits above the line with the day it lands. Everything below has landed. Every row names its project.

app.assetcard.io/payments
Money movement
When funds land and what is still pending, on one timeline.
By dayBy typeSend money ⌄
All 16Invoices 6Subscriptions 1Bills 6Wires 2Transfers 1Bank 1
Pending
-$5103 payments · 1 in · 2 out
1 needs you Bayline Glass returned · Retry ›
Landed · this week
+$26,840-$34,158$20,000 moved
DateVendor / clientProjectTypeAmountStatus
Pendingarriving Thu · leaving Fri
Thu
Stripe payout → Hillcrest treasury
6 payments · invoices + subscriptions · fees $495
Hillcrest Custom HomeInvoices+$15,940.00Lands Thu
Thu
Summit Steel
Bill #SS-1088 · ACH · sent Sep 2
Marina Bay RenovationBills-$6,850.00Lands Thu
Fri
Coastal Concrete Co.
Bill #CC-2020 · Wire · Chase ••5520
Oceanview EstateWires-$9,600.00Leaves Fri
NOW · EVERYTHING ABOVE IS STILL PENDING
Today
Whitlock Family Trust
Invoice #INV-2026-00019 · Card · Visa ••4242
Hillcrest Custom HomeInvoices+$12,400.00Received · lands Thu
Today
Hillcrest → Davisville
Transfer between projects · instant
Hillcrest Custom HomeTransfers$20,000.00Posted
Tue
Harbor Point LLC
Funding request #FR-22 · ACH
Harbor Point MarinaInvoices+$8,000.00Landed Sep 1
Tue
To Chase Business ••1180
Withdrawal · owner distribution
Cedar Park TownhomesBank-$25,000.00Landed Sep 2
Tue
Bayline Glass
Bill #BG-771 · ACH · returned R01
Oceanview EstateBills-$3,180.00Returned · Retry ›
Invoicing

Send it. Watch it get viewed. Watch it get paid.

Invoices, installments and progress draws with a pay page your client settles by card or ACH. The payment lands in the project account and the transaction is already coded.

app.assetcard.io/invoicing
Invoicing
Every bill you send, from draft to paid.
Export+ New invoice
OverviewInvoices47PaymentsEstimatesWork ordersRecurring
Outstanding
$86,410
12 open invoices
Overdue
$22,520
3 invoices
Paid this month
+$61,300
9 payments
In drafts
$3,150
2 drafts
Search invoicesAll projects ⌄Status ⌄Date ⌄Recipient ⌄TablePipeline
InvoiceRecipientProjectIssuedDueStatusAmount
INV-2026-00047
Whitlock Family TrustHillcrest Custom HomeAug 24Sep 23Sent
$45,010.00
INV-2026-00046
Coastal Ventures LLCOceanview EstateAug 22Sep 21Paid
$12,500.00
INV-2026-00045
Installments · 1 of 3 paid
Marina Bay HOAMarina Bay RenovationAug 20Sep 20Partial
$86,400.00
$28,800 paid
INV-2026-00044
Davis FamilyDavisville ModernAug 15Aug 30Viewed
$9,860.00
INV-2026-00043
Whitlock Family TrustHillcrest Custom HomeAug 85d overdueOverdue
$18,200.00
INV-2026-00042
From estimate EST-00012
Sunrise Builders–Aug 5Aug 20Draft
$3,150.00
INV-2026-00041
Coastal Ventures LLCOceanview EstateJul 30Aug 14Processing
$7,420.00
ACH · 3–5 days
47 invoices · 25 per page
Client portal

Your client sees their money too.

Give every client a login. They see their balance, what they have funded, what is waiting on them and every transaction on their projects, with the same clarity you have.

buildright.assetcard.io/portal
B
BuildRight Co.
Client portal
SC
Your assets
Whitlock Family Trust · managed by BuildRight Co.
Download statementMessage BuildRight
OverviewAssets3Transactions428Invoices3Funding2Documents6Statements
Total balance · your project accounts
$0.00
3 project accounts held for you by BuildRight Co.
Pay $87,450Statements
Spent to date
$1,284,907
Funded this year
$1,531,133
Open invoices
$87,450
Transactions
428
Waiting on you2
3 open invoices · $87,450
Draw #4 due Sep 12 · two more due Sep 30
Pay ›
1 estimate to approve
Kitchen change order · +$18,200 · Hillcrest
Review ›
Draw #3 received
$150,000 landed Aug 22 · receipt sent
Receipt ›
Your projects3 accountsAll assets ›
Hillcrest Custom Home
New build · 4,200 sq ft · Aspen Ridge
$184,320.55
73% of $1,150,000
$842,115.20›
Marina Bay Renovation
Full gut renovation · Marina Dr
$61,905.00
114% · over by $38,442
$318,442.87›
Oakmont Duplex
Duplex conversion · Oakmont Ave
$124,349.25
No annual budget set
$124,349.25›
Recent activityView all 428 ›
Aug 25
Ferguson Plumbing
Plumbing rough-in · card
Hillcrest Custom Home-$18,420.00Posted
Aug 24
Home Depot
Materials · card
Marina Bay Renovation-$2,318.44Posted
Aug 24
Pacific Coast Lumber
Bill · ACH
Hillcrest Custom Home-$41,280.00Pending · ACH
Aug 22
Your draw #3
Funding request · wire from you
Hillcrest Custom Home+$150,000.00Landed Aug 22
Aug 21
Sherwin-Williams
Paint · card
Oakmont Duplex-$1,942.18Posted
Transactions and coding

Every dollar coded as it happens.

Card spend, ACH, wires and transfers across every project in one ledger. Arvis suggests the GL code and cost code. You apply one or approve them all, and uncoded goes to zero.

app.assetcard.io/transactions
Transactions
Every dollar across your projects, coded and reconciled.
ExportMove funds
OverviewTransactionsReceiptsMerchantsSubscriptions
Net change this month
+$34.6K
Money in
$96,400
Money out
-$61,842
Uncoded
12transactions
All projects ⌄Search transactionsViews ⌄FiltersDate ⌄Amount ⌄Arvis Smart Coding · on
DateTo / fromProjectGL codeMethodAmount
Aug 25
HD
Home Depot
Hillcrest Custom Home
5100 · Lumber & Framing
Card ••4417-$2,847.19
Aug 25
SR
Sunbelt RentalsPending
Oceanview Estate
5400 · Equipment RentalApply
Card ••8821-$1,240.00
Aug 24
AC
Apex Concrete
Davisville Modern
5200 · Concrete & Foundation
ACH-$18,500.00
Aug 24
FP
Ferguson Plumbing Supply
Marina Bay Renovation
5600 · Plumbing Rough-In
Card ••2091-$4,312.68
Aug 23
WC
White Cap
Hillcrest Custom Home
5100 · Lumber & FramingApply
Card ••4417-$963.44
Aug 22
UR
United RentalsSplit
Marina Bay Renovation
Split · 2 ways
Card ••6110-$3,275.00
Aug 21
⇄
Internal Transfer
Hillcrest → Oakview
Internal transfer
Transfer$25,000.00
Aug 21
WT
Whitlock Family Trust
Hillcrest Custom Home
4000 · Client Funding
Wire+$85,000.00
214 transactions‹ 1 2 3 ›
And everything around it

Cards, roles, Arvis, sync, mobile, reports.

The parts of the web app that make the rest work, on every project, for every person on the job.

•••• 4417JAKE TORRES
Vendor lock · Home Depot only
Category lock · Materials
Monthly limit · $5,000
Cash advances

Cards with real controls

Issue a card per person or per project. Lock it to a vendor or a category, set a limit, freeze or cancel it in one tap.

OwnerManagerMemberAccountant
Pay bills
Approve bills
Issue cards
See statements
Code transactions

Roles that match the site

Owners, managers, members and your accountant each see and do exactly what their role allows, on every project.

Home Depot · -$2,847.1992%
5100 · Lumber & Framing Applied
Sunbelt Rentals · -$1,240.0088%
5400 · Equipment Rental Applied
White Cap · -$963.4495%
5100 · Lumber & Framing Applied

Arvis codes it for you

Every transaction lands with a suggested GL code and cost code. Apply one, or approve all of them at once.

QuickBooks · connectedXero · connected
Bill #SS-1088 · Summit SteelSynced · QBO bill 4471
Invoice INV-00047Synced · QBO invoice 9812
214 transactionsSynced 2 min ago
Splits, pending, manualNever sync by design

QuickBooks and Xero, in sync

Bills, invoices and coded transactions flow to your books. Link an existing bill or create a new one from the record.

AVAILABLE
$116,300
Hillcrest Custom Home
Whitlock · invoice+$12,400
Home Depot-$2,847
Apex Concrete-$18,500

The same app in your pocket

Balances, cards, approvals and receipts on iPhone and Android. Snap a receipt and it is matched before you are back in the truck.

Statement · SeptemberPDF · ready
Budget vs actualPer project · per GL
1099 & job costExport any time

Statements and reports

Monthly statements per project, budget vs actual, job cost and 1099 exports. Your accountant gets a login, not a shoebox.

Same job. Two outcomes.

A system designed to protect your profit margins.

One $500,000 custom home, built twice. The only difference is where the money lived and when you could see it.

Custom home build, shown in black and whiteThe traditional way
Hendrick's ResidenceCustom home · project income statement
Net margin0.0%
Revenue
Contract value$0
Change orders billed$18,000 never priced$0
Total revenue$0
Job costs
Materials($0)
Labour($0)
Subcontractors($0)
Equipment & rentals($0)
Overhead burden($0)
Overspend & miscodedfound at month-end($0)
Total job costs($0)
Net profit$0
The same custom home build, in full colourWith Asset Card
Hendrick's ResidenceCustom home · project income statement
Net margin0.0%
Revenue
Contract value$0
Change orders billedpriced as they happened$0
Total revenue$0
Job costs
Materials($0)
Labour($0)
Subcontractors($0)
Equipment & rentals($0)
Overhead burden($0)
Overspend & miscodedcaught before it posted$0
Total job costs($0)
Net profit$0

What changed?

  1. 01
    Every project had its own bank account

    Each job's money sat in its own account, so nothing was borrowed from one job to cover another.

  2. 02
    Every transaction landed in real time

    Card swipes, vendor payments and labour charges posted the moment they happened, right against the budget.

  3. 03
    There was time to make decisions

    Change orders got priced, overspending stopped early, and controls went in before the money left.

  4. 04
    Overhead burden went down

    No month-end reconstruction, no chasing receipts, no untangling one account across every job.

  5. 05
    The team spent its time where it mattered

    Less admin across the jobs meant more hours on the work that actually moves a project forward.

Every small dollar and hour adds up.

Illustrative example. Your numbers will vary by job, trade and setup.

Why contractors are making the switch to Asset Card.

What we keep hearing

There's a 60-day lag before I get a true financial picture of a job. By then, it's impossible to make decisions.
Custom home builder

Paraphrased from our conversations with contractors, builders and remodelers before they switched.

Built for contractors. Trusted by productive teams.

What teams are saying after moving their project finances to Asset Card.

Upload a video to enable playback.
Davisville Contractors00:54

“We can see where every dollar is going while the work is happening.”

Nik Nemezek· Owner

Upload a video to enable playback.
Specialist Landscaping00:54

“We can see where every dollar is going while the work is happening.”

Warren Handrahan - Owner

Andrew Penn, Sound Haus
Sound Haus00:54

“We can see where every dollar is going while the work is happening.”

Sound Haus · Partner

Upload a video to enable playback.
Davisville Contractors00:54

“We can see where every dollar is going while the work is happening.”

Nik Nemezek· Owner

Both sides of the same job
The client
We sit down with Chad every week and go through our budget and spending together. He's so organized that we feel completely confident releasing the next draw.
Jack KayClient of Guard Construction
The contractor
I'm running job site to job site all day, and I run all the financials from my phone: sub payments, a card for every project. I almost never need to sit at my desk for accounting.
ChadOwner, Guard Construction
I never really knew what a project was making until the year was over. Now I know my true numbers while the job is still running.
Fourteen ConstructionOwner
We suddenly had contracts for more than 20 homes and no way to track spend per project. We set up Asset Card in one week and saw where every dollar was going.
Cedar Brook HomesOwner
I kept going over budget without realizing it until it was too late. Now I see the moment a project starts trending the wrong way.
Pompano USAOwner

Flexible pricing for every team.

Volume pricing that drops as you add projects. Team and vendor seats scale in blocks of 10.

Swipe to compare tiers

1–5 projects
$50/project/month

For crews running a handful of jobs.

  • Up to 5 project accounts
  • 10 team members included
  • 10 vendors included
  • Cards, invoicing & client portal
  • QuickBooks sync & progress billing
Get started
10+ projects
Customvolume pricing

For portfolios adding projects every month.

  • Unlimited project accounts
  • Team seats in blocks of 10
  • Vendor seats in blocks of 10
  • Dedicated account manager
  • API access, SSO & onboarding
Talk to sales

Need more people? Team members and vendors are added in blocks of 10 on any tier.

Projects are billed monthly. Close a project any time before the next billing cycle and you stop paying for it, no contracts, no cancellation fees.

The math on one project

$50 a month. Here's what it pays back.

Every project account is $50 a month, $600 a year. Set up your jobs and see what comes back.

Your jobs

Project valueA typical job
Margin protectedOverspend caught in time
Projects a yearJobs you run
5

What it pays back

$77,000

a year across 5 projects, after the fee · 27x what it costs

Time back 70 hrs a job
$6,000
Margin protected +2 pts on $500K
$10,000
Asset Card $50 a month
−$600
Net per project
$15,400
× 5 projects · 350 hrs back to the team
$77,000

Illustrative estimate, not a quote. Time assumes 50 bookkeeping hours at $60/hr and 20 owner hours at $150/hr saved per project per year. Results vary by business, project mix and setup.

Everything you need to know before getting started.

AssetCard is specifically designed for project-based businesses, including construction companies, house flippers, event planners, yacht management firms, property managers, and other industries that operate on a project-by-project basis. Our platform provides tailored solutions to help you manage finances, track expenses, and organize accounts for each individual project.

Yes. Deposit and card services are provided by Celtic Bank, Member FDIC, through our partner Stripe, and funds held at Celtic Bank may be eligible for FDIC insurance, subject to standard limits and eligibility rules. Card payments are screened by Stripe Radar, Stripe's machine-learning fraud protection. Your account is protected with two-factor sign-in, passkeys and Face ID, and a one-time code before any money moves, and every card carries its own spending limits and blocked categories, so a lost card or a bad actor can't run up a job.

No. They are your accounts. Load money into any project account when you need it, and move it back out to your linked business bank whenever you want. There are no lock-up periods; transfers simply follow normal bank transfer timing.

Not long. It is one simple step: a quick call with our team, plus your business EIN and a driver's license for verification. Most businesses can be set up and opening project accounts the same day.

Asset Card is purpose-built for project-based businesses and designed to be easy to pick up, and you are not doing it alone. We offer video demos that walk through every part of the app, and we can pull your existing data from QuickBooks, such as your GL codes, clients and invoices, so you start with your own setup instead of a blank screen.

Yes, AssetCard offers a fully-featured web application that you can access from any browser. This allows you to manage your accounts, view transactions, and access all features from your desktop or laptop computer, in addition to our mobile solutions.

We offer comprehensive customer support to all AssetCard users. Our support team is available to assist you with any questions, technical issues, or account inquiries. You can reach us through our help center, email, or live chat.

Yes, AssetCard supports integrations with various business tools and platforms. We have a built-in QuickBooks integration, with additional integrations coming in the near future. We offer API access for enterprise clients who need custom integrations to help streamline your workflow and connect with your existing systems.

Adding team members is simple through your account dashboard or mobile app. You can invite users via phone number, and they will sign up and become part of your organization. You can control project-level access, set spending controls, and manage permissions to ensure each team member has appropriate access to relevant accounts and features.

AssetCard offers transparent pricing with no hidden fees. Specific fee structures depend on your account type and usage. Please visit our pricing page or contact our sales team for detailed information about fees applicable to your use case.

Because your projects deserve more than a spreadsheet.

2x

Faster project delivery

+50%

Improvement in client satisfaction

10k+

Happy users

Ready to run every project's money from one page?

Book a free demo and we will walk through the web app with one of your live projects: accounts, cards, bills, invoices and the client view.

Book a free demo