Product · Financial

See the money without opening the books.

Invoices, deposits, payments, and statements — attached to the client, property, and job that generated them. Groundwork is not your accounting system. It is the operational layer that keeps your accounting system honest.

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Financial Overview

The dashboard your accountant wishes you had.

Real-time financial state, not a report you have to run. Outstanding, deposits, invoiced, past-due — with drill-through to every underlying invoice.

  • Live snapshotOutstanding, deposits, invoiced this month, past due 30/60/90.
  • Per-client statementsOne click to send a statement. Full activity trail.
  • QuickBooks syncTwo-way sync of clients, invoices, and payments.
  • Deposit ledgerDeposits tracked separately from invoices — because they need to be.
Financial Snapshot OWNER VIEW · Q3 2026
Outstanding
$48.2k
Deposits MTD
$24.9k
Invoiced MTD
$142k
Past Due 30+
$8.1k
Recent Invoices 14 items
ClientJobAmountStatus
R. AlemanFull landscape$84,000Paid
D. PatelHardscape$52,000Deposit
L. OzawaMaint. Contract$1,200Past due
J. GrumleyTree Removal$8,200Sent
Invoice #INV-2026-0184 D. PATEL · HARDSCAPE INSTALL
Total invoiced$52,000.00
Deposit collected (Jul 3)−$15,600.00
Balance due (Aug 15)$36,400.00
Invoices & Payments

Send. Track. Reconcile. Done.

Invoices generated from a job. Partial payments accepted. Deposits held. Statements aged. The whole flow lives inside the same system that closed the deal.

  • Invoices tied to jobsEvery invoice references the estimate, job, and change orders behind it.
  • Partial payment supportDeposits, progress billing, retainage — supported natively.
  • Payment collectionStripe-powered card + ACH. Client portal for self-serve payment.
  • Auto-remindersOverdue reminders send on your schedule, with your voice.

Related in Product

Sales
Sold deals flow into invoices automatically.
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Operations
Completed jobs trigger invoice creation.
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My Day
The daily invoicing queue.
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Admin
Approval workflows for financial changes.
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Book a demo

Stop chasing money you already earned.

Send us a sample of your open invoices — we will show you how much cleaner this can look.