LL
CONSTRUCTION & BUDGET TRACKING
For builders of every size — one renovation or a full portfolio

Win the work. Build it. All in one place.

LedgerLine is the CRM, the budget tracker, and the accounting system for home builders, renovators, and developers — one login, one price. Track leads, send proposals and invoices clients accept and pay online, then win the job and turn it into a live project. Every invoice and job cost flows straight into real double-entry books, so your Balance Sheet and P&L stay current without a second app. A built-in AI assistant drafts proposals, reads your receipts, and answers questions about your numbers.

INCLUDED FREEFull double-entry accounting on every plan — you may not need QuickBooks at all.

Priced by active projects — your whole team, GCs, and subs join free, always.

WIN IT
CRM & proposals
Leads, pipeline, companies, tasks, and proposals your clients accept and e-sign online.
BUILD IT
Budget & schedule
Cost-code budgets, change orders, RFIs, tasks, and a Gantt schedule — live.
CLOSE IT
Deliver & document
Punch lists, daily logs, and document storage through final walkthrough.
The problem

Spreadsheets go stale the moment money moves

Actuals lag reality
By the time a spreadsheet gets updated, the money's already been spent — you find out you're over budget weeks too late.
Change orders get lost
Approved verbally or over email, then forgotten, so the budget nobody's tracking against isn't the budget that's actually happening.
Nobody has the same version
Each GC and sub works off their own copy of the plan, out of sync with everyone else's the moment anything changes.
No real-time answer
"Are we on budget right now?" shouldn't require a phone call and a few hours of digging through email threads.
The all-in-one advantage

Most builders pay for four tools that don’t talk to each other

Books in one app, project management in another, a CRM somewhere else, and a spreadsheet holding it together — re-typing the same numbers into each. LedgerLine is all of it, in one place, for one price.

The usual stack
🧾AccountingQuickBooks~$35–90/mo
🏗️Project & budgetsBuildertrend / CoConstruct~$100–400/mo
📇CRM & proposalsHubSpot / spreadsheets~$0–100/mo
✍️E-signaturesDocuSign~$15–40/mo
4 logins · data re-typed · always out of sync · $150–500+/mo
→
LedgerLine
Everything, one login.
CRM · Budgets & job costs · Invoicing · Real double-entry books · E-sign · Client portal
One price, by active project. Your whole team, GCs, and subs join free — always.
Start free →
What you getLedgerLine
CRM, pipeline & proposalsreplaces a CRM + DocuSign✓
Cost-code budgets & job costingreplaces Buildertrend + spreadsheets✓
Progress billing & retainagereplaces spreadsheets✓
Double-entry P&L / Balance Sheetreplaces QuickBooks or a bookkeeper✓
E-signatures on contractsreplaces DocuSign✓
WIP report for your bankerreplaces your accountant✓
Client portal & your whole team freereplaces per-seat fees elsewhere✓
The wedge
With real double-entry booksbuilt in — P&L, Balance Sheet, WIP, all posting themselves from your invoices and job costs — most builders don’t need QuickBooks at all.
See it with your own jobs — start free →
One login. One price. Cancel anytime.
See it in action

A look inside LedgerLine

From winning the work to building it — here's what the app looks like.

DASHBOARD

Every project's health, the moment you log in

Active projects, portfolio budget, spend to date, and which jobs are drifting over — all on one screen, with each project's budget-vs-spent and variance at a glance.

ledgerlinere.com/dashboard
Active projects
4
Portfolio budget
$2.9M
Spent to date
$1.4M
Open items
6
Active projects
Harbor View Condos
Torbeck Construction
+$71.7k
Maple Street Duplex
Riverstone Homes
−$8.4k
Oak St Renovation
In-house
+$12.0k
PIPELINE

Win the work — then build it

Every lead and deal from first call to won, with a weighted forecast up top. Win the deal and one click turns it into a live project — budget and all. (More on the CRM below.)

ledgerlinere.com/leads
Open deals
7
Pipeline value
$2.6M
Weighted forecast
$1.1M
Estimating
Cole master bath
$34kJR
Webb duplex flip
$410kAM
Proposal Sent
Coastal townhomes
$1.25MAM
Sunrise custom home
$890kJR
Won
Harbor View Condos
$293kAM
JOB COSTING

Budget, committed, actual — the real job-cost picture

Issue purchase orders to lock in committed cost, snap a receipt to log an actual(it posts to your books too), and watch projected-final and variance per cost code — the early warning before a job goes over. Bill it back with progress draws + retainage, and export whenever a lender asks.

ledgerlinere.com/projects · Budget
Budget by cost code
Harbor View Condos
CSVPDF
03 · Concrete92%
06 · Framing100%
15 · Plumbing118%
16 · Electrical74%
ACCOUNTING INCLUDED

Real books, built in — on every plan

A true double-entry general ledger made for real-estate developers — WIP, land & home inventory, and construction loans. Invoices and job costs post themselves, so your Balance Sheet and P&L stay current. Import your existing books, filter by period, drill into any number, and export or print statements for your accountant — no QuickBooks required, no extra charge.

ledgerlinere.com/accounting · Financial statements
Total assets
$720,700
Net income
$86,400
Books
✓ In balance
Balance Sheet
as of today
1000 Cash$142,500
1200 WIP — Job Costs$318,200
1300 Inventory — Land$260,000
2200 Construction Loan($240,000)
3000 Owner's Capital($400,000)
Assets = Liabilities + Equity$720,700
Auto-posted from your jobsInvoice paid · Job cost · Loan draw
TEAMS NEW

Your whole team, each with the right access

Invite your crew by email — everyone gets their own login and teammates are free(you’re billed by active project, not per seat). Give a salesperson the CRM without the books, a project manager only their jobs, and roll reps up to managers so each sees the right pipeline. Owners can even “view as” any teammate to see exactly what they see.

ledgerlinere.com · Your team
Your team · 4 people👁 View as…
★You (owner)Full accesssees everything
Aalex@buildco.comCRM · Projects · Booksmgr
Jjordan@buildco.comCRM onlyreports to Alex
Mmaria@buildco.comProjects onlyOak St · Maple Reno
CRM visibilityBy reporting lineWhole team
The whole job, tab by tab

Every part of the project, in one workspace

Change orders, RFIs, schedule, punch list, daily site log, documents, and in-app e-signatures — all attached to the same project as the budget.

Change orders roll into budget
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
CO-014 · Rewire east units
+$33,000
Approved
CO-015 · Added site drainage
+$8,400
Pending
CO-012 · Upgrade window package
+$12,600
Approved
Approved orders roll into the budget automatically
E-signatures, no DocuSign
ledgerlinere.com/sign · Construction Agreement
Status
In progress
Signers
1 of 2 signed
Page 3 of 3
Julia Paneyko
Signature
09/22/2026
Date signed
Signs in the browser · no loginAudit certificate
RFIs with a full answer trail
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
RFI-021 · Beam size at grid C-4Answered
A: Use W12×26 per structural. Confirmed 7/8.
RFI-022 · Waterproofing detailOpen
Q: Membrane lap at foundation wall?
The whole job on a timeline
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
Sitework
Foundation
Framing
MEP rough-in
JunJulAugSep
Punch list through walkthrough
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
Touch-up paint — Unit 403
✓Install cabinet hardware
Balance HVAC — Tower 1
✓Final grout — lobby
Daily site log
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
Jul 12☀ Sunny8 crew
Poured Tower 1 footings; forms stripped east side.
Jul 11⛅ Cloudy6 crew
Rebar tie-off, inspection passed at 2pm.
Jul 10🌧 Rain3 crew
Weather delay — pump truck rescheduled.
Documents by category
ledgerlinere.com/projects · Harbor View Condos
BudgetTasksScheduleChange OrdersRFIsPunch ListSite LogDocs
Plans
◧A-101 Floor plans.pdf
◧S-200 Structural.pdf
Permits
◧Building permit.pdf
Contracts
◧GC agreement.pdf
Built-in CRM

A real sales CRM — that turns won work into projects

Everything HubSpot and JobTread give you on the sales side, built for builders: contacts and company accounts, a visual pipeline, follow-up tasks, tracked emails, and proposals your clients accept online. Win the job and one click turns the deal into a live LedgerLine project — budget and all.

  • ✓Contacts & company accounts
  • ✓Visual deal pipeline
  • ✓Tasks & follow-up reminders
  • ✓Email with open & click tracking
  • ✓Proposals clients accept online
  • ✓Forecasting & pipeline reports
  • ✓CSV import & export
  • ✓Won deal → project in one click
Lead → proposal → project
Coastal — 6-unit townhomes$1.25M
Proposal sent
ProposalViewed 2×
Client acceptedAccepted
→ Project created, budget loaded
Lead→Proposal→Won→Project
AI assistant

An assistant that does the paperwork for you

Every page has a chat button. Ask it anything about your jobs, or just tell it what you need — it drafts and sends proposals, builds invoices, logs expenses from a photo of a receipt, and even flags what needs attention before you ask. You approve before anything saves, so nothing happens by surprise.

  • ✓Draft, price & send proposals
  • ✓Create invoices from a plain-English ask
  • ✓Log expenses from a receipt photo
  • ✓Import a bank or credit-card statement
  • ✓Flags overdue invoices & over-budget jobs
  • ✓Builds your cost-code system
  • ✓"Which jobs are over budget?"
  • ✓Type or talk — on every page

Powered by Claude. Every action is previewed and confirmed by you before it runs.

LedgerLine Assistant
Draft a proposal for the Miller kitchen remodel — cabinets, quartz counters, and tile, about $38k
Done — here's a draft with a cover letter and three priced line items. Review and tap Apply.
ActionDraft proposal: Miller Kitchen Remodel
Client: Sarah Miller · 3 line items · total $38,000
Create draftDismiss
Built for every role on the job

One app, three scoped views

BUILDER
Full portfolio visibility

See every project's budget, health, and open items at a glance. Approve change orders, answer RFIs, invite your GCs and subs by email.

GENERAL CONTRACTOR
Your projects, full detail

Update task status, submit change orders, log the daily site report, and manage the punch list — scoped to the project(s) you're assigned to.

SUBCONTRACTOR
Just what's on your plate

A flat checklist of your assigned tasks and punch list items across every job you're on — no budget clutter, just what's due and its status.

From first lead to final walkthrough

What's inside

✓AI assistant that drafts & does the work
✓CRM: contacts, companies & pipeline
✓Proposals clients accept online
✓Invoices with a payment link & tracking
✓Tracked email & follow-up tasks
✓Job costing: budget, committed, actual & projected
✓Purchase orders & subcontractor commitments
✓Receipt & expense capture that posts to the books
✓Progress billing (schedule of values) + retainage
✓Double-entry accounting & financial statements
✓WIP (over/under-billing) & Job Profitability reports
✓In-app e-signatures — proposals, contracts & change orders
✓Custom cost codes & accounting codes
✓Change orders e-signed by your client
✓Client portal — clients view, sign & pay
✓RFIs with a full answer trail
✓Punch list & daily site log
✓Document storage by category
Built to be trusted

Your projects and files, protected

Contracts, plans, and budgets are sensitive. Here's how we keep them safe.

✓
Encrypted end to end
Your data is encrypted in transit and at rest.
✓
Access on a need-to-know basis
Role-based permissions mean people only see the projects they're on.
✓
Two-factor authentication
Add 2FA to your account for a second layer of login security.
✓
Sign-in protection
Repeated failed login attempts are automatically rate-limited.
✓
Upload validation
Uploaded files are checked against their actual file type before they're stored.
✓
Nightly off-site backups
Your data and uploaded files are backed up every night to encrypted, independent storage — and we regularly test that they restore.

“I ran the numbers on real projects for years. LedgerLine is the single source of truth I kept wishing I had.”

Julia Paneyko, Founder & CEO · Read the story

Ready to get everyone on the same page?

One renovation or fifty active builds — if you're running a construction budget, LedgerLine is built for you.

Prefer a walkthrough? Book a demo.