BuilderCFO is a real-time financial dashboard built specifically for construction companies. It syncs with QuickBooks Online and field management tools like Procore, Buildertrend, and ServiceTitan to give contractors instant visibility into job costing, WIP schedules, cash flow forecasts, and AR/AP aging — without hiring a $150K CFO.
Built by Salisbury Bookkeeping, a fractional controller firm serving construction companies nationwide. Plans start at $299/month with a 14-day free trial.
BuilderCFO is a SaaS financial dashboard designed exclusively for construction contractors, custom home builders, and remodelers with $500K–$50M in annual revenue. It connects directly to QuickBooks Online and pulls data from field management platforms — Procore, Buildertrend, ServiceTitan, CoConstruct, and JobNimbus — into a single, real-time view of your company's financial health.
You check your bank balance to gauge financial health
BuilderCFO shows net cash, AR/AP, and WIP in one screen — updated in real time from QuickBooks.
You don't know if a job is profitable until it's done
Per-job P&L with budget vs. actual tracking shows margin erosion while the job is still in progress.
Month-end close takes weeks, not days
Automated WIP schedules and pre-built reports cut close time from weeks to 2–3 days.
Securely link your QuickBooks Online account via OAuth 2.0. BuilderCFO reads your data — it never modifies your books. Your data stays encrypted in transit and at rest.
Connect Procore, Buildertrend, ServiceTitan, HubSpot, Salesforce, or JobNimbus. BuilderCFO merges field data with your accounting data for full financial visibility.
Your dashboard populates instantly with job costing, WIP schedules, cash flow forecasts, AR/AP aging, retainage tracking, and AI-powered financial analysis.
Setup takes under 15 minutes. No data migration, no implementation fees, no long-term contracts.
Every feature is purpose-built for how construction companies actually operate — project-based accounting, progress billing, retainage, and percentage-of-completion reporting.
Auto-syncs with QuickBooks Online every hour. See revenue, expenses, net cash, AR/AP, and WIP across all active jobs in a single view.
Per-job profit & loss with budget vs. actual spend. Automated WIP schedules show over-billing and under-billing by job — critical for construction percentage-of-completion accounting.
See 30, 60, and 90 days ahead based on scheduled draws, open invoices, and committed AP. Plan payroll, equipment purchases, and sub payments with confidence.
Monthly narrative reports that explain your financial data in plain English — flagging margin erosion, cash crunches, and growth opportunities before they become problems.
Connect Procore, Buildertrend, ServiceTitan, Salesforce, HubSpot, JobNimbus, and CoConstruct. Field data merges with accounting data for total financial visibility.
See exactly who owes you, who you owe, and how much retainage is outstanding by job. Color-coded aging buckets (current, 30, 60, 90+ days) highlight collection risks.
Connects with the construction tools you already use
BuilderCFO gives you CFO-level financial visibility at a fraction of the cost. For contractors who need hands-on advisory, Salisbury Bookkeeping offers fractional controller services that pair perfectly with the dashboard.
General contractors, custom home builders, remodelers, and specialty trades use BuilderCFO to manage their finances.
"We were bleeding money on two jobs and had no idea. This dashboard caught it in the first week."
Mike J.
GC Owner — Austin, TX
"Our bookkeeper used to spend 3 weeks on month-end close. Now it takes 2 days. The WIP tracking alone is worth it."
Sarah M.
CFO — Denver, CO
"I can finally see retainage, AR aging, and job profitability in one place instead of digging through QuickBooks reports."
David C.
Custom Home Builder — Nashville, TN
"The cash flow forecast saved us from a payroll crunch. We moved a draw request up two weeks because of what we saw."
Rachel T.
Remodeling Company Owner — Phoenix, AZ
"My accountant called me after seeing the dashboard and said, 'Why didn't we have this years ago?'"
Brandon L.
Commercial GC — Atlanta, GA
"We went from guessing on bids to knowing exactly what our margins are on every job type. Game changer."
Tony R.
Framing Contractor — Salt Lake City, UT
14-day free trial on every plan. Enter a card to start — you won't be charged until day 15.
For solo contractors and small crews getting financial visibility
For growing construction companies with $1M–$10M revenue
For scaling operations with $10M+ revenue and multiple project managers
BuilderCFO is a real-time financial dashboard built specifically for construction contractors, custom home builders, and remodelers. It connects to QuickBooks Online and field management tools like Procore, Buildertrend, and ServiceTitan to provide instant visibility into job costing, WIP schedules, cash flow forecasts, and AR/AP aging. It is designed for construction companies with $500K–$50M in annual revenue who need CFO-level financial insight without the CFO-level salary.
BuilderCFO uses OAuth 2.0 to securely connect to your QuickBooks Online account. The connection is read-only — BuilderCFO never modifies your books. Your financial data is encrypted in transit and at rest using industry-standard AES-256 encryption. Setup takes under 2 minutes.
WIP (Work in Progress) tracking compares the percentage of work completed on a job against the percentage billed. If you've completed 60% of a job but billed 80%, you're over-billed by 20% — which means you may owe money back or face cash flow problems when the job finishes. BuilderCFO automates WIP schedule calculations using QuickBooks data and field management progress reports, giving you accurate over/under billing figures for every active job.
BuilderCFO starts at $299/month (Starter), $499/month (Professional), or $699/month (Enterprise). A full-time construction CFO typically costs $120,000–$200,000+ per year in salary and benefits. BuilderCFO provides real-time dashboards, automated WIP, and AI analysis for $3,588–$8,388 per year — roughly 3–5% the cost of a dedicated hire. Every plan includes a 14-day free trial.
BuilderCFO was built by Salisbury Bookkeeping, a fractional controller and construction bookkeeping firm that works with custom home builders, general contractors, and remodelers nationwide. The dashboard was created from real client needs — the same WIP schedules, job costing reports, and cash flow forecasts that Salisbury's controllers build manually for clients, now automated and available in real time.
Yes. BuilderCFO uses Supabase for secure database hosting with row-level security policies, and Stripe for PCI-compliant payment processing. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). The QuickBooks connection is read-only — BuilderCFO cannot create, modify, or delete any data in your accounting system.
Yes. There are no long-term contracts, no cancellation fees, and no setup fees. You can cancel your subscription at any time and retain access through the end of your current billing cycle. Every plan starts with a 14-day free trial — you enter a card upfront but are not charged until day 15.
Join contractors nationwide who use BuilderCFO to track job costs, forecast cash flow, and make smarter financial decisions — starting with a free 14-day trial.
Start 14-Day Free TrialNo charge for 14 days. Cancel anytime. Built by Salisbury Bookkeeping.