White-label accounting for construction accountants and contractor clients

Lumber yard runs, equipment rentals and fuel purchases all land on the same company card. AI categorisation sorts them to the right accounts, and your staff tag costs to the job they belong to during review. By month end the contractor can see materials, labor and subcontractor spend for each project instead of one lump of expenses.

Bank reconciliation matches draws and customer deposits to the invoices you raised, so an unpaid progress billing stands out. When the owner calls from a site asking whether a phase went over budget, your team pulls a branded report that shows the numbers by job rather than guessing from the bank balance.

• Tag materials, rentals and subcontractor bills to jobs
• Match progress payments to the invoices they settle
• Review retainage and deposits before close
• Share job summaries under your firm’s letterhead

Subcontractor bills arrive late, in odd formats, sometimes with retainage held back. Your team records them as bills, tracks what is still owed and flags anything that does not tie to a job. The firm console shows which contractors still have items waiting for review, so nobody discovers an unposted invoice the week the bank asks for statements.

Retainage, change orders and deposit accounting need judgment, and your firm stays responsible for how each contractor’s revenue and liabilities are recognised. HelloBooks gives your staff a clean queue for those calls. Since you add unlimited staff with no per-seat charges, a construction specialist can review every contractor’s queue without a licence debate.

Every contractor company stays on a published HelloBooks plan, and your firm gets a firm discount on each of them. HelloBooks invoices only your firm. You decide what the builder pays you, whether that is a monthly bookkeeping fee, a job-costing add-on or a package with quarterly reviews ahead of bonding conversations.

Contractors who run separate companies for equipment or real estate can sit on higher plans with multi-entity support. Contractor records belong to your firm, which can export them whenever a surety or lender asks. Founding firms are joining now, which gives construction practices a chance to set up their branded platform before the busy building season.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.