Keep numbers consistent
Reports read from the same property data as the working project.
Share the current property, not last Friday's export.
Create investment, scope, budget, progress, and outcome reports from the same records your team uses every day — and on Solo+, message contractors, lenders, and investors from a private portal inbox.
What you get
Reports that match what the project actually says.
Give the right access
Use roles and selected share links instead of sending full-edit spreadsheets.
Reduce status chasing
Let partners see approved progress without asking for another manual update.
Preserve a history
Keep files, decisions, updates, and activity associated with the property.
How it works
From live project data to a shareable report.
Choose the audience
Decide whether the recipient is a teammate, contractor, lender, partner, or viewer.
Review the property data
Confirm the analysis, scope, budget, schedule, photos, and narrative are current.
Generate the right view
Create a report or selected update that fits the recipient's decision.
Share with control
Use a workspace role, PDF, calendar feed, or public update link as appropriate.
Update once
Change the property record and produce the next report without rebuilding it elsewhere.
Common questions
How sharing and roles work on small teams.
Can I create lender or partner reports?
Yes. Property reports can combine analysis, estimates, project information, budgets, and supporting details for review.
Do all collaborators need full access?
No. Workspace roles and public update options let you separate editing access from viewing selected information.
Can I share a schedule?
Calendar feeds and project views help keep dates visible without manually copying every milestone.
Can I add company branding?
Workspace company details can support report-ready narratives and branded project information.
Is there an activity history?
Workspace activity records help owners and administrators review important changes and AI requests.
What is portal messaging?
On Solo and higher, invite contractors, lenders, and investors to a private portal. They message you from the project, and your reply is saved in the portal inbox and emailed to them.
Is portal messaging on Free?
No. Free includes internal reports and public update links. Portal messaging with outside partners starts on Solo.
Send lenders the current numbers, not last Friday's.
Free accounts include the core workspace and monthly AI research. No card required.
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