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Modules/financials

Financials & Accounting

Books that match what actually happened in the field.

Job costing, project budget manager, ledger validation, change order management, G702/G703 pay applications, billing & fees, bank reconciliation, financial statements, and WIP reporting — with QuickBooks and Sage 300 CRE integration.

Financials & Accounting screen in BidSync AI

Financials & Accounting — /accounting

Captured from the running app. Books that match what actually happened in the field.

Real Financials & Accounting screen captured from the running BidSync AI app at 1600×900.

What's inside Financials & Accounting

9 capabilities, all native to the BidSync AI operating system.

How financials & accounting works

  1. 01

    Field time, tickets, and production post to job cost automatically as work happens.

  2. 02

    Manage budgets and change orders against committed and actual costs.

  3. 03

    Produce G702/G703 pay applications directly from WIP, billings, and retained fees.

  4. 04

    Reconcile the bank and close the loop with WIP reports that keep estimating honest.

Works alongside every other module

One system — Financials & Accounting connects to each of these without re-keying data.

FAQ — Financials & Accounting

Does it integrate with QuickBooks or Sage 300 CRE?

Yes — native integrations keep your job cost, GL, payables, and receivables in sync with either QuickBooks or Sage 300 CRE, based on what your company already runs.

What is WIP reporting and why does it matter?

Work-in-progress reports compare earnings against cost-to-date per job — the accuracy check that tells you whether a project is actually making money before final settlement.

Are G702/G703 pay applications generated automatically?

The module builds pay applications from WIP and billing data, populating the G702 summary and G703 continuation sheet for your certification and sub-tier breakdowns.

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