Stop Managing Your Projects in Spreadsheets
Real-time cost visibility, loan draw processing, and multi-entity accounting — built for real estate developers who've outgrown QuickBooks and Excel.
Event Details
Date
April 21, 2026 2:00 PM – 2:45 PM EST
Duration
45 Minutes — Live Demo + Q&A
Format
Virtual · MS Teams · Recording Available After
The Problem
You're making million-dollar decisions with yesterday's numbers.
If your project cost reporting lives in Excel, you already know the problem. Columns drift. Data is stale by the time it reaches your CFO. And when a lender asks for a draw breakdown, it takes days — not minutes — to pull together. You didn't build a development company to spend half your time in spreadsheets.
No real-time cost visibility
Project actuals are always a few days behind, making accurate forecasting nearly impossible.
Multiple QuickBooks files
One-per-entity means no consolidated view and hours of manual intercompany reconciliation.
Everything lives somewhere else
Contracts in email, budgets in Excel, invoices in a folder, approvals in text messages
Loan draw packages built by hand
Assembling invoices, lien waivers, and cost breakdowns into a lender package takes days every draw cycle.
What You'll See
A live walkthrough — no slides, just the software.
This isn't a pitch deck. We'll log into Acumatica and walk through exactly how developers running 5–50+ active projects get real-time visibility across every entity, every cost code, and every contract — all in one system.
→ Why Excel & QuickBooks break down at scale
The specific moments when generic software stops working for growing developers
→ Live Demo: Real-Time Project Cost Dashboard
Inception-to-date reporting, cost-to-completion forecasting, and drill-down from summary to invoice
→ Loan Draw Processing — From Invoice to Lender in Minutes
How draw requests are assembled, documented, and submitted with full backup — without a spreadsheet
→ Multi-Entity Rollup: One Login, All Entities
Consolidated financials, intercompany transactions, and entity-level reporting — no more separate files
→ Live Q&A
Bring your toughest questions about your specific setup
Who Should Attend
This session is designed for CFOs, Controllers, Staff Accountants, and Owner-Operators who are hands-on with the books. If you're the person who has to produce the month-end reports, reconcile intercompany transactions, or answer the lender's draw request — this is for you.