Top 365HomeBuilder Alternatives

For three consecutive years, Premier Construction Software has been recognized by Forbes Advisor as the top Cloud ERP, providing a comprehensive solution for construction accounting and project management. Why Opt for Premier? - Expert Guidance: Our implementation process is led by CPAs with a focus on construction, ensuring they comprehend the specific challenges you face. - Comprehensive Support: Our committed team remains with you throughout the journey, facilitating a smooth onboarding experience and continuous success. - Worldwide Presence: Serving clients around the world, we assist construction companies of all sizes in optimizing their operations and reaching their objectives. Empowering Construction Companies Globally: Whether you are a General Contractor, Developer, Homebuilder, or Specialty Contractor, Premier enhances financial oversight, operational efficiency, and project collaboration, all within a single scalable and AI-enhanced platform. Are You Prepared to Elevate Your Construction Business? Contact us for a demo today and discover how Premier can enable you to save time, reduce expenses, and maintain a competitive edge in the industry. Furthermore, with our innovative solutions, you can focus on what you do best while we handle the complexities of construction management.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software is an intuitive, cloud-based accounting solution built for small to mid-market companies that have outgrown entry-level systems like QuickBooks or legacy software like Sage 50. Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems. 🎈 Manage multiple entities and locations in one system 🎈 Visualize performance with Power BI dashboards 🎈 Automate accounts payable and approval workflows 🎈 Eliminate silos with unified financial, sales & service data 🎈 Improve cash flow and decision-making with real-time insights Trusted by businesses in real estate, family offices, healthcare, professional services, hospitality, and nonprofits, Gravity is designed to simplify complex accounting and help your organization grow smarter. 👉 Learn more or schedule a demo at gogravity.com

SalesBuilder CRM is an all-inclusive cloud-based solution designed specifically for homebuilders, effectively addressing every aspect of marketing and sales. With this software, you can effortlessly capture and nurture leads, manage sales records, track option selections, and generate contracts seamlessly. Its marketing capabilities enable you to engage with prospects and document various activities, such as email follow-ups, phone logs, and mailing letters. You can easily record prospect details and assign specific actions to enhance follow-up efforts. The system allows for manual registration at sales offices, as well as importing leads from your website or third-party sources like Zillow, Realtors, and BDX. SalesBuilder CRM encompasses all essential tools to facilitate the entire sales process, from creating scenarios and managing sales specifics to adding options and generating contracts, complete with optional DocuSign integration for ease of use. This comprehensive CRM solution helps homebuilders effectively capture leads, store critical information, and present prospects to potential homebuyers, while also enabling users to design custom registration cards to ensure all relevant data is collected. Overall, SalesBuilder CRM streamlines the process, making it more efficient and user-friendly for homebuilding professionals.

Buildertrend stands out as the premier project management software for residential construction, gaining the trust of home builders, remodelers, and specialty contractors alike. Since our inception in 2006, we have equipped contractors with essential tools that enhance project control, boost efficiency, foster organization, and facilitate smooth communication within their operations. With just one comprehensive software solution, builders can oversee various aspects including jobs, sales, finances, materials, and client relationships, enabling them to take on more projects without added stress. Currently, over a million users in 100 different countries rely on Buildertrend for effective real-time collaboration throughout their construction processes. Our innovative platform not only allows builders to undertake additional projects but also helps in reducing delays, minimizing costly errors, and enhancing client satisfaction levels. Moreover, Buildertrend offers unlimited training opportunities to all customers, ensuring they make the most of the software, and it seamlessly integrates with other applications such as QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program, and GreenSky. This commitment to integration and support demonstrates our dedication to empowering builders and enhancing their operational capabilities.

Constellation HomeBuilder Systems offers cutting-edge solutions that function both as independent and integrated systems, with a dedicated team of software specialists who connect the realms of construction and technology. Their software development is heavily influenced by insights and best practices from their clientele, consisting of leading home builders from across North America. As the foremost provider of software and services tailored to the building industry, Constellation HomeBuilder Systems aims to equip builders with essential information to meet their business goals while simplifying the home and condominium construction process to enhance return on investment. This organization operates as a division of Constellation Software, which is publicly listed on the Toronto Stock Exchange. Their offerings include comprehensive ERP systems designed for efficient homebuilding, such as NEWSTAR, BuildTopia, and FAST. Additionally, they provide homeowner portals and surveys through platforms like Homeowner Central and CustomerInsight, alongside listings and lead management solutions via the NHLS Distribution Engine. The company also offers benchmarking and analytics tools with BuilderMetrix, land management solutions through LandDev, and trade portals such as TouchPoint and TradeTopia. Each of these tools is crafted to streamline operations and improve efficiency in the building sector, ensuring that builders can thrive in a competitive market.

CoConstruct serves as a comprehensive project management solution tailored for custom home builders and remodelers, facilitating project coordination, financial management, and effective communication with both clients and crew members. This highly-rated software stands out in the market due to its extensive array of features designed to streamline the construction process. Among its many tools, it includes functionalities for single-entry estimation, bidding, proposal creation, change order management, expense tracking, and client communications. Additionally, it supports lead tracking and management, file and photo sharing, and timesheet oversight, ensuring that every aspect of a project is efficiently managed. Overall, CoConstruct not only simplifies construction workflows but also enhances collaboration among all stakeholders involved in the process.

Obtain the latest and most precise data regarding homebuilding to enhance your understanding of the financial health, operations, construction practices, and sales performance of homebuilders through straightforward reporting, analytics dashboards, and comparative benchmarks. BuilderMetrix™ stands out as a distinctive solution that offers reliable financial and operational insights directly from active builder ERP systems, supplemented with MLS® data on both resale and rental properties, as well as information on newly constructed homes. Our comprehensive dataset encompasses 80% of North America, covering various types of properties including single-family residences, high-rise buildings, and multifamily housing. Additionally, users have the capability to access detailed job cost data, monitor new home sales and resales, and track significant construction milestones, facilitating a well-rounded view of the homebuilding landscape. This wealth of information empowers builders and stakeholders to make informed decisions that can optimize their operations and strategies.

Homebuilders that achieve high production volumes can enhance their operations, processes, and profit margins by utilizing the capabilities of HomebuilderONE. This comprehensive, modern enterprise resource planning (ERP) solution, based on Microsoft Dynamics 365, integrates every facet of the business. With native mobile access, HomebuilderONE ensures that users can utilize the full system functionality from any device. This allows for data retrieval and information input while on the move, whether on-site or at the office. Regarded as the most comprehensive ERP solution available, HomebuilderONE capitalizes on the advantages of cloud hosting and mobile accessibility. Offering unparalleled support in the homebuilding industry, HomebuilderONE facilitates the construction of more homes with increased efficiency, consistent processes, and superior quality. Additionally, it streamlines the timeline for developing new plans, launching new communities, and entering new markets. By implementing HomebuilderONE, businesses can significantly improve their operational workflow and overall productivity.

Constellation NX is an innovative ERP solution specifically designed to transform the operations of homebuilders by integrating sales, finance, and operational functions into a single, all-inclusive platform. Users benefit from real-time insights into their business performance, which aids in making knowledgeable decisions and streamlining workflows across different departments. This system allows homebuilders to effectively oversee construction schedules, track financial performance, and synchronize sales activities, all within one integrated framework, thereby boosting productivity and reducing operational challenges. With a focus on scalability, it adapts to the evolving needs of growing homebuilding companies, ensuring they remain competitive. Additionally, NX is equipped with robust reporting and analytics features that facilitate strategic, data-driven decision-making and encourage continuous improvement. By consolidating critical functions into one platform, Constellation NX empowers homebuilders to optimize their operations, positioning them for success in a competitive environment. This holistic strategy not only enhances their agility but also ensures a quicker response to market dynamics and customer preferences, ultimately leading to sustained growth and efficiency.

Bid farewell to disconnected teams and the drudgery of manual tasks. Transform your strategy for designing, marketing, and building single-family homes and communities with our innovative connected platform specifically designed for production homebuilders. The ever-changing nature of the homebuilding industry often leads to frustrating rework, unsatisfactory buyer experiences, and discontented team members. Our cutting-edge platform enables teams to concentrate on what really counts: crafting outstanding homes. Utilize real-time automation to design residences and process documents significantly quicker than with conventional CAD techniques. Enjoy considerable time savings with automated takeoffs that do away with tedious manual spreadsheets. Boost your home sales by offering online 3D customization, and easily create tailored brochures with just one click. Get your projects underway swiftly with automated construction documents designed for permits and specific lots, enhancing overall efficiency. Generate architectural plans in a fraction of the time using our groundbreaking generative design platform specifically crafted for homebuilders, allowing for the seamless management of numerous options and variations within a single intelligent model. This comprehensive strategy promotes collaboration and efficiency, fundamentally revolutionizing the entire homebuilding process. As a result, both your team and your clients will benefit from an improved experience.

NEWSTAR Enterprise serves as a comprehensive enterprise resource planning (ERP) software system tailored specifically for home, condo, and land development enterprises. This innovative solution is crafted to support residential construction initiatives while also facilitating effective business administration. By utilizing this production and accounting software, you can enhance decision-making, reduce expenses, and promote business growth. With the capability to manage your entire homebuilding operations through a single platform, NEWSTAR Enterprise offers the flexibility needed to align with your unique business procedures, operational needs, and client interactions. Furthermore, it allows for meticulous tracking of all financial transactions, ensuring that every dollar earned and spent is accounted for, which ultimately fosters greater financial awareness and control. This level of oversight can help streamline processes and improve overall efficiency in your business.

Transcend the doubts to reveal the potential for achievement. Whether opting to buy and develop land, build on a client's site, work as a production builder, or design bespoke residences, having instant access to your data is crucial for advancing your business. Uncover the essential tools for your success with ThreadKore. For homebuilders, a buyer becomes a customer once the deal is finalized, and the ultimate satisfaction of that customer hinges on the post-sale actions taken, rather than the pre-sale efforts. In the current digital era, effectively managing customer relations is imperative, particularly in light of the significant influence of online reviews. It is crucial to prioritize this aspect by utilizing builder-focused cash flow tools that do more than merely track costs. In our industry, proficient cash flow management encompasses not just the documentation of weekly expenses but also the anticipation of financial requirements for the coming weeks and months. ThreadKore adopts a holistic approach to software, ensuring compatibility with existing systems at every phase. Our platform is designed to simplify the construction process, enhancing both efficiency and user-friendliness throughout. Additionally, with ThreadKore, you can dedicate more time to what truly matters—providing outstanding service and high-quality homes for your clients, ultimately leading to a more successful business. This focus on client satisfaction not only fosters loyalty but also enhances your reputation in a competitive market.

The newest entry in CDCI's Builder Series is named The Profit Builder. This cutting-edge 32-bit application is designed to boost productivity, enhance efficiency, ensure precision, and positively influence financial outcomes. The Profit Builder is available in four unique versions, each tailored to meet the specific needs of commercial builders, plan home builders, and custom homebuilders. In line with the other products in the Builder Series, The Profit Builder features an intuitive interface and provides seamless integration with CDCI's scheduling software, promoting a streamlined workflow for its users. Its robust capabilities and customized editions position The Profit Builder to significantly revolutionize the construction process for those who utilize it. This software not only simplifies tasks but also empowers builders to achieve their goals more effectively.

Journey is a groundbreaking platform designed to revolutionize the home buying experience by digitizing and improving the tasks that follow a sale for homebuilders. Its user-friendly interface is crafted with simplicity in mind, ensuring that all participants can navigate it with ease and enjoy a seamless experience. The platform fosters effective collaboration among all project stakeholders, regardless of the devices they use, while ensuring that communication remains centralized and efficient. Key features include tools that facilitate scheduling and managing meetings, tracking past meeting records, and enabling stakeholders to report issues through various mediums such as text, images, and annotations. Additionally, Journey employs digital protocols to streamline inspections, minimizing the need for paper documentation and reducing manual data entry. Users benefit from the ability to share crucial documents, like contracts or detailed FDVs, directly within the platform. With built-in analytics, it offers insightful data on project performance and progress, equipping users with the knowledge needed to make informed choices. Overall, Journey is an essential resource that not only modernizes the home buying process but also enhances the overall experience for everyone involved, making it a game-changer in the industry.

Hyphen Solutions has launched an innovative suite of project management software specifically for residential construction, aimed at fostering collaboration among home builders, suppliers, distributors, and manufacturers alike. We are proud to support both domestic and international residential construction businesses in their efforts to redefine the future of housing in North America. By integrating BuildPro with SupplyPro, users can streamline their scheduling and order processes, which ultimately enhances their business capabilities through some of the most dependable solutions in the industry. The unveiling of BuilderGM, an advanced cloud-based element of our Home Builder ERPs, proves to be an exceptional resource for custom, local, and regional builders and remodelers to efficiently manage their back-office tasks. In addition, Hyphen HomeSight, our exclusive virtual design software, allows homebuyers to visualize their ideal homes through their Builder's virtual design center, significantly boosting lead conversion rates. As we strive to innovate and expand our product offerings, we are dedicated to delivering outstanding tools that meet the ever-changing demands of the construction sector, ensuring that our clients can thrive in a competitive market. This commitment to excellence not only enhances operational efficiency but also strengthens relationships within the entire construction ecosystem.

Seamlessly embed your customer retention and management strategies into BuilderConsole™ for optimal results. The insights you gather will facilitate the swift conversion of prospects into paying customers. Enhance efficiency and uncover upselling opportunities with immediate access to various pricing options. This sales solution is fully customized to align with your specific sales workflow. Say goodbye to monotonous and repetitive data entry tasks that eat up valuable time. BuilderConsole™ integrates effortlessly with Brix™ and a range of accounting software, ensuring a smooth operational flow. Elevate your sales strategy through BuilderConsole™, as it represents the most effective and rapid way to manage your sales processes. By leveraging the latest internet and mobile technologies, both you and your team will appreciate the intuitive interface and engaging tools that are easy to use. Since 1994, we have played a vital role in shaping the development, design, and marketing of websites and promotional services tailored for homebuilders, helping them stay competitive in a fast-paced market. Now is the time to harness our extensive expertise and fully embrace these innovative solutions to propel your business growth further. As you embark on this journey, you'll discover new opportunities that can reshape your sales landscape entirely.

GATHER.nexus is a financial accounting and reporting tool tailored for the purpose of aggregating and presenting financial information. This platform caters specifically to finance teams operating within multi-entity organizations that rely on Xero or QuickBooks as their primary accounting systems, enhancing their ability to manage financial data effectively.

BuildPro is the leading platform for scheduling and managing projects within the home construction sector. By uniting home builders, trades, suppliers, and contractors on one cohesive platform, BuildPro significantly improves communication and accountability, facilitating the timely and precise completion of new home construction projects. Contact our team of professionals to set up a demonstration and witness the transformative potential of BuildPro for your residential construction processes. This cutting-edge software simplifies the home building workflow by integrating scheduling and supply chain management into an online format, providing real-time updates with enhanced accuracy. With BuildPro, builders can oversee new home projects more efficiently, streamlining the approval of bids, scheduling of suppliers, and management of purchase orders with remarkable simplicity. As the most comprehensive and powerful management solution available, BuildPro is crafted to revolutionize the operations of home builders. Explore the vast array of advantages this innovative software provides and discover how it can fundamentally change your business for the better. Embrace the future of construction management with BuildPro and propel your projects towards success.

Designed specifically for suppliers, contractors, and trades, SupplyPro acts as a vital digital infrastructure within the residential construction industry. Its intuitive user interfaces facilitate the comprehensive management and oversight of jobs, orders, and schedules through a single, convenient platform for builder clients, which is why more than 14,500 suppliers collaborate with 90% of national builders and various regional builders to help construct a third of all homes across the United States. Successfully completing a residential construction project entails much more than just the timely and accurate delivery of materials and trades to the site. Many variables can change within mere hours, and while builders strive to keep information current, it is essential for suppliers to carefully monitor ongoing tasks and relay any changes to trades, sales, and back-office teams. Furthermore, SupplyPro integrates effortlessly with Hyphen’s well-established BuildPro system, promoting real-time communication between builders and contractors, which ensures that all parties remain coordinated during the construction process. This interconnectedness not only enhances efficiency but also bolsters collaboration among everyone involved, leading to improved project outcomes. Consequently, the platform plays a crucial role in streamlining the complexities of modern construction projects.

Transform your business operations by adopting the premier single-platform ERP solution tailored for the home building industry. This cloud-based platform offers exceptional support for your trade partners and internal team, effectively streamlining operations to reduce expenses and expedite the home construction process. MarkSystems distinguishes itself in the industry with unmatched power, adaptability, and ease of use, delivering a significant return on investment. As the foremost project management software for residential builders, it combines a rich legacy of achievements with cutting-edge technology, allowing you to maintain essential financial oversight in today's fiercely competitive landscape. Seamlessly connect your data with various business systems through our ready-made integrations or the MarkSystems API, which eliminates the hassle of manual data entry and guarantees accurate information transmission. Serving as a holistic, end-to-end software solution for home builders, MarkSystems adeptly manages all aspects and every team member engaged in the new home development process while laying the groundwork for future efficiency and growth. Additionally, the platform’s user-centric design ensures that even those with minimal technical expertise can easily navigate its features, empowering your teams to maximize productivity and collaboration.

The Prosoft software suite is a highly integrated and effective collection of tools that operates seamlessly as both a cohesive platform and independent modules. As part of the broad range of services provided by Builder Incubator, this software equips home builders with a robust system tailored specifically for their industry, while also yielding significant cost savings. By supplying a full suite of necessary resources, Builder Incubator empowers home builders to streamline their operations, enabling them to focus more on crafting beautiful homes and growing their businesses. This comprehensive support nurtures both innovation and efficiency within the sector, ensuring that builders can adapt to the changing needs of their clientele. Ultimately, this approach not only enhances productivity but also drives the industry forward in meeting future challenges.

Home builders can significantly boost their online presence and effectively convert interested prospects while streamlining the management of their lot inventory. In parallel, land developers have the opportunity to leverage our innovative lot management software to enhance oversight and ensure smoother communication channels with builders. Say goodbye to antiquated maps, cumbersome website designs, and laborious reporting practices that may obstruct your financial advancement. Our builder lot inventory management system equips your marketing, sales, and operations teams with the critical tools they need to amplify their productivity. Accelerate decision-making for home buyers by providing them with transparency and self-service capabilities. Keep prospective homeowners in the loop with real-time updates on availability, pricing, and floor plans. Encourage teamwork among essential stakeholders by enabling secure and efficient sharing of information. Moreover, provide instant and contactless payment options that cater to the digital purchasing trends customers now anticipate. This all-encompassing strategy not only improves user experience but also strategically positions your business for enduring success in a highly competitive landscape. Ultimately, by adopting these modern practices, you can ensure your operations remain agile and responsive to market demands.

AQARAT is a comprehensive ERP-based property management system designed for real estate firms handling residential, commercial, and mixed-use properties. With automation covering the entire lease lifecycle, AQARAT ensures efficient unit listing, contract management, renewals, and terminations. The integrated financial module ensures VAT-compliant invoicing, income sharing, and real-time financial reporting, supporting multi-company structures with independent statements. Additionally, AQARAT tracks the full maintenance lifecycle, assigns technicians, and generates auto-reports. Tenants can interact with a bilingual portal and mobile app for service requests, payments, and notifications. AQARAT’s cloud-based system, with mobile accessibility and local support in the UAE, provides scalable, customizable workflows to reduce manual effort and enhance operational transparency.

Effective construction management software plays a crucial role for contractors, builders, and remodelers who seek to streamline their operations by reducing tedious paperwork and data entry while improving oversight of project schedules and financials, ultimately boosting their project's profitability. ProBuilder Online supports this entire workflow, beginning with the initial cost estimate and extending through labor and subcontractor scheduling, change order management, cost monitoring against budgets, seamless client communication, punch list processing, and addressing service inquiries. By consolidating all project-related information into a single, cohesive system, it minimizes the risk of losing vital details during the construction process. The software facilitates automatic transfers of data from estimates and work orders to budgets and accounts payable, which not only conserves time but also significantly diminishes the likelihood of errors occurring. Furthermore, it streamlines the management of punch lists, employee tracking, and daily job site log creation without relying on paper documentation. Users can conveniently print checks, transfer transactions to QuickBooks, and remove the hassle of repetitive data entries. In essence, this software not only enhances efficiency and accuracy in managing construction projects but also empowers teams to focus more on delivering high-quality results. By leveraging advanced technology, construction teams can achieve greater productivity and satisfaction in their work.

Siteline is the sole billing software designed specifically for trade contractors. Our platform manages the complete billing process: we digitize payment applications, producing the precise forms required by your general contractors, allowing your accounting team to expedite project billing six times faster, which in turn lets them concentrate more on cash collection without needing additional resources. We also seamlessly integrate with popular payment platforms such as Textura and GC Pay for a smoother workflow. Moreover, we take care of the lien waiver process, addressing both your general contractors and any subcontractors, in addition to managing necessary compliance documents like Certificates of Insurance, thus removing obstacles that could delay timely payments. Our software is compatible with most accounting and ERP systems, and we pride ourselves on having a supportive onboarding team comprised of professionals with construction industry experience. This understanding of the trade ensures that our clients receive tailored assistance throughout their journey with us.

Sage 300 is an all-inclusive software solution designed for comprehensive business management. With more than 40,000 users across 150 nations and various industries, it has established itself as a reliable choice. This software effectively oversees finances, operations, and inventory, offering a cost-effective alternative to traditional ERP systems. It enables management across diverse locations, languages, currencies, and regions seamlessly. You can connect, analyze, and generate reports on multiple business units, companies, subsidiaries, and countries within your organization, simplifying the handling of various entities. It centralizes processes such as accounting, operations, inventory, and distribution into a single application, enhancing efficiency. Additionally, it offers cloud-based financial tools that are top-tier for organizations operating in multiple locations and entities. The platform features a multi-currency and multi-lingual interface, allowing for flexible financial transactions. Users can manage the entire sales cycle and automate order processes directly in Sage 300. Furthermore, it facilitates the management of contractor and subcontractor expenses and time, while also allowing for the inclusion of stakeholders in the process, making it a comprehensive tool for modern businesses.

Our goal is to empower and connect the upcoming leaders in the housing industry by leveraging essential data, insights, and networks that propel the sector forward. We offer personalized, comprehensive, and innovative solutions through our advanced national homebuilding database, aimed at helping builders, managers, mortgage experts, BPMs, and developers stay informed, enhance their operations, and secure a competitive advantage. Our vast national coverage highlights the most vibrant new home markets, supported by in-depth research across nearly 100 CBSAs and over 440 counties. Our committed team guarantees you have access to the crucial tools and knowledge needed for success. By subscribing to our monthly reports, you will receive the most current data and insights, empowering you to stay ahead with straightforward, authoritative analysis from our Advisory team, all backed by exclusive housing statistics. Utilizing these invaluable resources will enable you to make strategic decisions that can significantly influence the trajectory of your company. Moreover, staying engaged with our offerings will ensure you remain at the forefront of industry developments and trends.

SiteOne empowers builders to focus on their core competency: constructing homes. By offering a suite of tools, SiteOne aids homeowners in both the creation and upkeep of their residences, enhances customer service, disseminates critical information, streamlines warranty requests, automates various processes, addresses issues, and keeps thorough records. The unique Builder toolbox from SiteOne operates entirely paperless, facilitating the management of work orders from initiation to completion. Builders can seamlessly accept, deny, or assign trades from any device, enabling prompt responses to all inquiries. By meticulously documenting every interaction, the system also helps in minimizing risks. Moreover, the platform’s intelligent reporting features identify trends and help lower operating costs through real-time dashboards. Additionally, SiteOne offers the HomeHub portal, which is secured with a password, providing homeowners with the ability to submit service requests, upload images, and communicate directly with their builders. It serves as a comprehensive resource for home maintenance, featuring digital manuals and warranties, an inventory of appliances with registration links, and timely reminders for upkeep. This ensures that homeowners are well-equipped to manage their new homes effectively.

Elevate your financial reporting and accounting capabilities with a state-of-the-art general ledger that accelerates the closing process, uncovers profound financial insights, and supports consolidations for multiple entities and currencies. With Campfire, you can effortlessly automate your revenue accounting, invoicing, and reporting processes while integrating customer and revenue data from various platforms to accommodate different business models, ranging from enterprise software to consumer fintech. By streamlining and automating accounting tasks, you can dramatically decrease the time required for closing, enabling accounting professionals to shift their focus from basic data entry to strategic data management. Harness advanced financial reporting to reveal timely and actionable KPIs, enhancing your understanding and visibility of financial performance. This groundbreaking accounting platform is engineered to scale with your business, offering strong support for multi-entity and multi-currency consolidation, sophisticated revenue automation, and extensive multi-dimensional reporting features. By adopting this innovative approach to accounting, your team can concentrate on strategic initiatives rather than being bogged down by routine tasks, ultimately fostering a more dynamic and responsive financial environment. The result is a transformative shift that not only enhances efficiency but also positions your organization for sustainable growth.

Auria is a modern wealth-management platform designed for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By combining essential features such as portfolio management, performance tracking, client relationship management (CRM), secure document storage, data aggregation, and a multi-entity overview into one cohesive interface, it allows organizations to consolidate asset information from various sources, including public markets, private equity, real estate, art, collectibles, loans, and liabilities. This functionality creates a comprehensive "family view" that transcends generations and multiple entities. The platform includes a "Wealth Blueprint" feature that maps out complex ownership structures, trusts, and family businesses, while its advanced reporting engine supports tailored reports and a versatile client portal. Additionally, Auria's CRM and workflow tools facilitate the management of notes, tasks, and interactions within a single system. Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data sources, ultimately giving families a more profound insight into their wealth. Furthermore, the platform's intuitive design ensures accessibility for users with varying levels of familiarity with sophisticated financial systems, making it a practical choice for managing family wealth effectively. This approach not only streamlines financial management but also fosters an environment where families can collaboratively engage in wealth planning.