Finance
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Progress Billing & Retention

Bill milestones and retention without spreadsheets.

How it works

Handles AIA-style progress billing, tracks retention held/released, and posts invoices to QuickBooks with the right revenue recognition.

You bring

  • Contract value
  • Percent complete
  • Retention %

You get

  • Progress invoice
  • Retention ledger
  • QuickBooks post

Example

Prompt

"Draft a 45% progress invoice for Westview Office TI with 10% retention."

Output

Invoice #INV-1042: $96,300 billed, $10,700 retention held. Ready to send.