Products

Cashflow Manager

Live

Full cash flow forecasting for Procore. Cost and revenue, month by month.

The problem

Procore tracks your budget and contracts, but it only lets you forecast one side of the equation. You can use the Forecast Tool for revenue, or make revenue part of your budget, but there's no way to get a complete cash flow picture. You're stuck forecasting costs or revenue — not both together.

What it does

  • Forecast both cost and revenue in one place
  • See your full cash flow picture
  • Forecast at the group level
  • Handle retentions
  • Create multiple scenarios (A, B, C) for comparison
  • Set a baseline and track variance month over month
  • Export reports

Who it's for

Project managers and finance teams who need the full picture — not just one side of the ledger.

Project Caddy

Planned

Your project knowledge, organised. Links, documents, context — all in one place.

The problem

Information about your project lives everywhere. Some in Procore, some in external systems, some in your head. And the links between things — which RFI came from which submittal, which change event led to which change order — you have to dig to find them.

What it does

  • Stash all the information you need about a project in one place
  • See the links between Procore entities — what came from what
  • Navigate those connections easily
  • Link in third-party documents and external references
  • Surface tasks and things you need to do on that project
  • Follows you around — open your project, see your stuff

Who it's for

Anyone juggling multiple projects who needs to keep track of what's what, and get back up to speed quickly.

Need something else?

We build custom tools for construction companies. If Procore doesn't do something you need, we can probably build it.

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