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Construction Accounting and Progress Billing
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Construction Accounting and Progress Billing · Available now

Review construction costs and billings through the ledger.

Construction controllers and billing teams use this system to keep billing and cost documents tied to an organization, owner, counterparty and documented amount. Document lines carry account coding and amounts.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDocuments in review
Construction Accounting and Progress Billing · Accounting documents

Documents in review

Accounting documents in one list

New accounting document
Accounting documents in view
6
Total gross amount USD
1,760
Draft
3
Review
3
Draft3
May progress claim, North PierMarshlight Concrete Works
320
25 Oct
Retainage release, East AnnexStonebrook Equipment Hire
70
27 Oct
Final payment application, Clinic WingNorthbank Steel Fabricators
260
31 Oct
Add
Review3
Concrete supply invoice, Tower BWillowgate Site Services
770
19 Oct
Electrical variation, Level 3Marshlight Concrete Works
110
16 Oct
Steel package cost adjustmentWillowgate Site Services
230
19 Oct
Add
May progress claim, North PierAccounting documents · AD-54939
Draft
Document date25 Oct
Gross amount USD320
CounterpartyMarshlight Concrete Works
OwnerJonah Kline
Review documentAD-54939 · May progress claim, North Pier

Finance Reviewer decides whether the source revision can advance.

Waiting for Finance Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
16
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Accounting work by decision

Every feature works on the same records. Pick one to see the screen your team works in.

Accounting documents

Prepare and review construction billing and cost records.

  • Prepare the source
  • Make the decision
  • Follow the result
  • Accounting documents
  • Document lines
  • Record attachments
  • Review decisions
Explore accounting documents
OverviewPosted documents
Construction Accounting and Progress Billing · Accounting documents

Posted documents

Accounting documents

New
Record numberSubjectPosting dateGross amount USDCounterpartyStatus
AD-86790May progress claim, North Pier17 Oct490Eastwell Glass and FacadePosted
AD-23434Concrete supply invoice, Tower B18 Oct130Willowgate Site ServicesPosted
AD-24423Retainage release, East Annex13 Oct510Northbank Steel FabricatorsPosted
AD-83931Electrical variation, Level 320 Oct400Harborline Mechanical GroupPosted
AD-75237Final payment application, Clinic Wing15 Oct900Willowgate Site ServicesPosted
6 of 6 records
May progress claim, North PierAccounting documents · AD-86790
Posted
Posting date17 Oct
Gross amount USD490
CounterpartyEastwell Glass and Facade
Example screen with sample data
Process

From claim to reconciliation

Construction billing to reconciliation ships ready to use. 2 steps need a named approval before the work moves on: Review document (Finance Reviewer) and Certify billing (Billing Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare document

    Capture the source amount, lines and counterparty.

    May progress claim, North PierAD-54939 · Document Owner
    Prepare documentBy Document Owner

  2. Review document

    Have a finance reviewer decide on the current revision.

    May progress claim, North PierAD-54939 · Finance Reviewer
    Review documentBy Finance Reviewer
    ApprovalFinance Reviewer decides whether the source revision can advance.

  3. Certify billing

    Check the claim against its certificate and parent document.

    May progress claim, North PierAD-54939 · Billing Reviewer
    Certify billingBy Billing Reviewer
    ApprovalBilling Reviewer decides whether the certificate supports the claim.

  4. Post journal

    Balance the journal and use the eligible period.

    May progress claim, North PierAD-54939 · Controller
    Post journalBy Controller

  5. Apply cash

    Link a verified receipt to the posted document.

    May progress claim, North PierAD-54939 · Cash Specialist
    Apply cashBy Cash Specialist

  6. Reconcile outcome

    Trace the result through its source and operation record.

    May progress claim, North PierAD-54939 · Controller
    Reconcile outcomeBy Controller

Start with Document review

Inside a record

Trace receipt and file sources

Open any accounting document to see its journal entries, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Document date, Gross amount USD, Counterparty and Owner.

  2. 2
    Journal entries

    Each line is linked to this accounting document.

  3. 3
    Who works on it

    Admin, Document Owner and Billing Reviewer, each with their own permissions.

  4. 4
    Process stages

    Prepare document and Review document, with the role that acts.

  5. 5
    Approvals

    Review document and Certify billing, with who decides.

Documents in reviewMay progress claim, North Pier
Construction Accounting and Progress Billing · Accounting documents

May progress claim, North Pier

Marshlight Concrete Works · Draft

Log activity
1
Record details
Document date25 Oct
Gross amount USD320
CounterpartyMarshlight Concrete Works
OwnerJonah Kline
2
Journal entries

May progress claim, North Pier

DocumentPeriodPosting date
Concrete supply invoice, Tower BJanuary 202614 Oct
Steel package cost adjustmentJune 202612 Oct
Equipment hire invoice, West YardJune 202613 Oct
Journal entries
6
3

Who works on it

  • AdminManage Organizations, team members, Users, business partners…
  • Document OwnerManage accounting documents, document lines, record attachments
  • Billing ReviewerManage progress billings
4

Process stages

  • Prepare documentDocument Owner
  • Review documentFinance Reviewer
5

Approvals

  • Review documentFinance Reviewer
    Approved
  • Certify billingBilling Reviewer
    Waiting
Example screen with sample data
Approvals

Reviews tied to the source revision

Finance Reviewer records the document decision against the examined revision. Billing Reviewer checks a certified claim before completion.

OverviewApprovals
Construction Accounting and Progress Billing · Overview

Approvals

Signed in as Finance Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PB-14534North Pier Terminal Renewal
    Equipment hire invoice, West YardRequested by Admin
    Submitted3dActions
  • PB-23350East Annex Fit-Out
    Retainage release, East AnnexRequested by Admin
    Submitted2dActions
  • PB-71752West Yard Utility Upgrade
    Final payment application, Clinic WingRequested by Admin
    Submitted4dActions
  • PB-86557Clinic Wing Expansion
    Electrical variation, Level 3Requested by Admin
    Submitted4dActions

Who approves what

DecisionApprover
Review documentHave a finance reviewer decide on the current revision.Finance Reviewer
Certify billingCheck the claim against its certificate and parent document.Billing Reviewer
Approve progress billingsBilling Reviewer
Approve accounting documentsFinance Reviewer
Approve journal entriesController
5 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Construction Accounting and Progress Billing to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organization membership, access and core setup.

  • Manage Organizations, team members, Users, business partners, ledger accounts, accounting periods
  • View accounting documents, progress billings, journal entries, cash receipts, operation receipts

Roles and permissions

Reports

Explain every posted amount

Explain document value, certified claims, journals and cash from source records.

Overview
Construction Accounting and Progress Billing · Overview

Construction Accounting and Progress Billing dashboard

This quarter

Progress billings in view
6
Total certified amount USD
2,430
Submitted
6

Accounting documents by status

How far records got this quarter

StageReachedStep
Draft35
Review1646%
Approved1063%
Posted770%

Gross amount USD by status

Sample totals per stage

7.0k0
7.0kDraft
4.0kReview
7.0kApproved
4.0kPosted
3.0kReversed
Example screen with sample data
  1. 01Document value by organization

    Sum gross amounts by organization and document status for the chosen document dates.

  2. 02Progress billing certification

    Compare certified amounts and decision status for each parent document and project label.

  3. 03Journal debit and credit balance

    Compare debit and credit totals by journal and posting date.

  4. 04Period posting register

    Group posted journals by organization, accounting period and source document.

  5. 05Receipt application register

    Compare receipt amounts with amounts applied to documents by provider event identity.

  6. 06Counterparty document register

    Group billing and cost documents by counterparty and status.

  7. 07Review decision history

    Show decision, reviewer, source revision, reason and decision time for each document.

  8. 08Operation exception register

    Show failed and needs-review operations with parent document, action and failure reason.

All reports and dashboards

Who it's for

Built around construction billing

See how Construction Accounting and Progress Billing fits your kind of team.

General contractors

Track owner claims and cost documents across operating entities.

Specialty contractors

Keep certified work and supplier costs attached to the source.

Construction finance teams

Control review, posting and settlement for construction documents.

Controls

Trace exceptions to source records

Each stage of construction billing to reconciliation names the role that acts and the status it records, so a change is never anonymous.

OverviewConstruction billing to reconciliation
Construction Accounting and Progress Billing · Process

Construction billing to reconciliation

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
5
Tables touched
11
Review documentApproval
Finance Reviewer
StatusReview → Approved
RecordsAccounting documents, Review decisions
Submit billing
Document Owner
StatusDraft → Submitted
RecordsProgress billings
Certify billingApproval
Billing Reviewer
StatusSubmitted → Approved
Construction billing to reconciliation
  1. Start
    Review documentReview → Approved
    Accounting documents
  2. Step
    Submit billingDraft → Submitted
    Progress billings
  3. Approval
    Certify billingSubmitted → Approved
    Billing Reviewer
  4. Step
    Complete certified scopeApproved → Completed
    Billing Reviewer
  5. Approval
    Post journalDraft → Approved
    Controller
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the next review

Use Proto to help configure and inspect your construction accounting work.

It can

  • Document Owner: Prepare a draft document with its organization, counterparty, amount and source lines for review.
  • Billing Reviewer: Gather the submitted claim, certificate reference and attached support for a human decision.
  • Controller: Compare a journal's debit and credit lines and show the period linked to its source.
  • Cash Specialist: Find a verified receipt and the posted document proposed for application.

Stays with a person

  • Proto can assemble the record context and point out missing evidence.
  • The authorized reviewer decides whether a source revision is approved; Controller decides whether a journal can be posted.
  • A receipt requires verified provider evidence before application.
  • Ask Proto to show linked records and explain uncertainty instead of advancing an incomplete case.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Construction Accounting and Progress Billing
  • Receipt evidence
  • Supporting files
  • User identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 16 tables
16tables
  • Accounting documents4
  • Progress billing4
  • Ledger and periods6
  • Cash application4
  • Partners and organizations4
  • Review and evidence5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set operating scope

    Enter the organization, team members, partners, ledger accounts and the accounting period used for the pilot.

  2. Prepare source work

    Bring in a representative cost document and progress claim with their lines, amounts and attached evidence.

  3. Rehearse review

    Have separate people prepare and decide on the current source revision. Return one incomplete case with a reason.

  4. Post and settle

    Check a balanced journal in an open period, then apply a verified receipt to the correct posted document.

  5. Review exceptions

    Inspect operation results and make sure the controller can trace every incomplete case to its source and next owner.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Construction Accounting and Progress Billing.

All questions
How do I get started?

Click Get started, then use Proto to configure Construction Accounting and Progress Billing for your business. Pilot one organization, a reviewed billing document, a certified progress claim and a balanced journal in an open period.

What does the accounting document record?

It holds the document number, subject, status, date, gross amount, owner, counterparty and organization. Its lines carry quantity, price, tax, net amount and account coding.

How does a progress claim relate to an invoice?

A progress billing links to a parent accounting document. Its project label, certified amount, certification time and certificate reference let the reviewer compare the claim with its supporting evidence.

Who decides whether a document advances?

A Finance Reviewer examines the current source revision and records a decision and reason. The document owner can then address a returned or rejected case.

Can a journal be posted in any period?

Controller checks the linked accounting period and the debit and credit totals before posting an approved journal. Set period eligibility during implementation.

How is a receipt applied?

Cash Specialist verifies the provider receipt, checks its partner and amount, then records an application to the intended posted document.

Where do supporting files go?

Attach them to the source accounting document with a title, evidence type, upload time and visibility setting.

How are exceptions followed?

Operation receipts retain the action, expected revision, result state and failure reason. Controller can trace the receipt to its parent document and resulting effects.

Can teams work across organizations?

Organizations scope team membership, partners, ledger accounts, periods and documents. Assign access carefully and rehearse it with records from each entity.

Set up Construction Accounting and Progress Billing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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