Intent REI OS

Department

Finance

8 modules

Finance systemSchedule of ValuesBudget, completion, billing, and draw bridge

Signal wire

Finance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performanceFinance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performance

Draw and billing control

Budget lines, progress, billing status, draw readiness, and owner actions in one live operating register.

FinanceLive2 SOV lines

Loading SOV

Budget$60KTotal revised SOV budget

Work Complete$25KCompletion 42%

Current Draw$10KCurrent draw request total

Draw Support$10K0 line(s) need support

SOV register

Budget, progress, billing, and draw readiness

Loans

Selected SOV lineDemoSite demo and removal / Sample Contractor LLCOpen project workspace

60%$10KReady for DrawNo inspection / No lien waiverTenant pendingAwaiting refresh

Budget$60Krevised SOV

Complete42%$25K

Current Draw$10Krequested now

Ready Draw$10Ksupported amount

Needs Support0line items

Billable1line items

LineProjectProgressDrawOwner action

Add SOV line

New workspace record

ProjectCost codeDescriptionWork categoryStatusOriginal budgetRevised budgetApproved contractPercent completeCurrent drawInspection requiredLien waiver requiredResponsible partyPriority

Update selected

PREVIEW-SOV-1

ProjectCost codeDescriptionWork categoryStatusPriorityPercent completeWork completedCurrent drawPreviously paidTotal paidRetainageInspection requiredLien waiver requiredRelated loanRelated drawRelated invoiceNotes

Draw exports

Request packet

Adjacent workflow

Draw package links

Project WorkspaceProject record, documents, budget lines, and draw context

LoansDraws, payoff, and lender funding

InvoicesAP invoices and payment controls

MaterialsReceipt-backed material costs

FinanceFinance dashboard and job costing