Aimz

A quick walkthrough of AIMZ — see the core workflow from estimate to final forecast in a few minutes.

Quick walkthrough

How invoices are imported from the accounting system, and how to match them to the right cost.

Invoice matching

Subcontractor and client change orders and back charges — from notification to approved cost.

Change orders

Allocate setup and operation costs across months, track expense items and close out the month.

Setup and Operation

Pull forecasts and financial reports, follow project development and share figures with management.

Reporting

Register contracts and purchases, handle options, and keep track of planned costs.

Purchasing

Set up the account structure and production codes, import your estimate, and see how costs are placed in the project.

Accounts and production codes

Add uncertainty items and expected additions, and see how they affect the final forecast.

Uncertainty and expected additions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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