Construction Accounting Platform
OmniLedgr
Complete feature map covering every module, route, and capability
17
Modules
112
Features
106
API Routes
9
Integrations
Route path
AI-powered
Real-time
Core Financial
11Chart of accounts with budget tracking
/chart-of-accounts
Transaction list with search & filter
/transactions
CSV bulk import
/transactions/import
Plaid bank account connection & sync
Bulk transaction update
Transaction splitting across categories/jobs
Auto-categorization (rule-based + AI)
Categorization rules manager
/settings/rules
Credit card payment detection
Bank account management
Check register — payment history
Job Management
10Create / edit / archive jobs
/jobs
Job detail view with SOV, billing, forecast
/jobs/[id]
Budget vs actual cost controlLive
Job profitability (P&L per project)
Job forecasting — cost & revenue projections
Schedule of Values (SOV) — G703 line items
Progress billing history per job
/jobs/[id]/billing
Certified snapshots (approved application state)
Automatic retainage calculation
PDF generation — AIA-style professional docs
Accounts Receivable
8Payment applications — create & submit
Work completed + materials stored + retainage
Invoice generation (AIA G702 format)
/accounts-receivable
Invoice PDF generation & download
Send invoice by email to client
Payment recording & reconciliation
AR aging — track unpaid invoices
Invoice history & audit trail
Accounts Payable
5Bill creation, editing, tracking
/accounts-payable
Bill payment recording & reconciliation
AP aging — overdue bill tracking
Vendor linking on bills
Category allocation to chart of accounts
Intelligence Suite
7Job scorecard
/intelligence/job-scorecard
Budget burn tracker
/intelligence/budget-burn
Change order tracking & approval
/intelligence/change-order-tracker
Retainage monitoring
/intelligence/retainage
Slow payers report
/intelligence/slow-payers
1099 dashboard — year-end tax reporting
/intelligence/1099-dashboard
Tax estimate calculator
/intelligence/tax-estimate
Estimates & Proposals
7Estimate creation with line items
/estimates
Markup & profit margin calculation
PDF proposal generation
Public share link for client review
Client e-signature on proposal
Convert estimate → job (one click)
AI estimator assistantAI
/estimator
Payees & Compliance
10Vendor database — suppliers & contractors
/payees/vendors
Contractor database
/payees/contractors
W-9 document upload, tracking & status
Certificate of Insurance (COI) tracking
COI expiration alerts
Compliance status dashboard
/vendors/compliance
Vendor performance metrics
/admin/vendors/performance
Lien waiver management & e-signature
Contractor export (CSV)
Vendor export (CSV)
Payroll
3Payroll page & history
/payroll
CSV payroll import (Gusto/ADP/Paychex/Homebase)
Gusto OAuth sync
Contracts
3Contract creation & management
/contracts
E-signature via Dropbox Sign
Contract history & audit trail
Reports & Analytics
8Main dashboard — KPIs & key metrics
/dashboard
Reports hub
/reports
P&L report with date filter
/reports/pl
Cash flow report
/reports/cash
Job cost summary (actual vs contract, budget remaining)
/reports/job-costs
Budget vs actual (admin)
/admin/reports/budget-vs-actual
Portfolio heatmap — risk visualization
Data export — JSON & CSV
/settings/exports
Integrations
9QuickBooks Online — OAuth connect
QuickBooks import (transactions, vendors, invoices, CoA)
/settings/integrations/quickbooks/import
QuickBooks export
Gusto payroll sync
Plaid bank feed
Dropbox Sign e-signatures
Stripe billing & checkout
Zapier outbound webhooks
/settings/webhooks
Resend transactional email
Client Portal
5Token-based secure external access
/portal/[token]
Real-time job status view
Invoice & payment application history
Document download
Project timeline view
Knowledge Base
5Article listing & browsing
/knowledge-base
Article detail pages
AI vector semantic search
Keyword full-text search
Contextual in-app help
Toolbox
4Toolbox hub
/toolbox
Daily break-even calculator
/tools/daily-break-even
AI suggest overhead
Fixed overhead management
Settings
8Company profile settings
/settings/company
Team management — add/remove members
/settings/team
Team invitations (email)
Role-based access (owner / member)
User profile & preferences
/settings/profile
Proposal settings (branding)
/settings/proposals
Module toggles (enable/disable features)
/settings/modules
Plan tier management (Basic/Premium/Enterprise)
/settings/billing
Marketing Pages
5Homepage — hero, features, how-it-works, testimonials
/
Pricing page with plan comparison table
/pricing
QuickBooks comparison / import guide
/help/quickbooks-import
Terms of Service
/legal/terms
Privacy Policy
/legal/privacy
Authentication
4Email/password sign-up & sign-in
Forgot password & reset flow
Team invite accept flow
Demo mode — load sample data
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