BuiltXP FINANCIAL INTELLIGENCE

Know More.
Decide Faster.
Build Stronger Financially.

BuiltXP Insights™ transforms construction payment and invoice activity into actionable financial intelligence—helping you improve cash flow, accelerate collections, identify risks, and make smarter financial decisions.

Real-Time
Intelligence
Actionable
Insights
Built for
Construction
BuiltXP Insights financial-intelligence platform
BuiltXP INSIGHTS Financial intelligence that helps you move forward.
BuiltXP
Cash Flow
$2.48M
Cash Available
↑ 12% vs last 30 days
DSO
34
Days Outstanding
↓ 8% vs last 30 days
Outstanding Receivables
$3.67M
Total Outstanding
18 invoices overdue
Payments Processed
$8.92M
This Month
↑ 15% vs last month
Upcoming Payables
$1.24M
Due This Week
Due Today$428K
This Week$812K
Next Week$1.15M
Rewards
Gold Tier
2.4X Multiplier
$18,450 Earned YTD

One Platform. Every Payment. Complete Intelligence.

Every Payment
Creates Intelligence.

Most payment platforms stop once money moves. BuiltXP begins there.

Every invoice, payment, settlement, and synchronization becomes intelligent data—analyzed in real time and delivered as actionable insights that help you run a stronger construction business.

Payment activity flowing into BuiltXP intelligence BuiltXP
INVOICE
Created

Invoice is created and sent.

PAYMENT
Initiated

Payment is approved and initiated.

SETTLEMENT
Processing

Funds move securely through the network.

SYNCHRONIZATION
Complete

Data is synced across all connected systems.

INSIGHTS
Generated

BuiltXP analyzes the data in real time.

RECOMMENDATION
Delivered

Actionable insights help you decide next.

TRUSTED DATA

Built on secure payments and verified financial data.

REAL-TIME ANALYSIS

Intelligence is generated the moment activity happens.

ACTIONABLE RECOMMENDATIONS

Clear next steps that help you improve cash flow and performance.

From activity to intelligence. From intelligence to better decisions.

Your Business.
Explained.

A single executive view of the financial metrics that matter most—updated in real time and connected across every payment, invoice, and relationship.

Real-Time Visibility

Live data across payments, invoices, and cash flow.

Actionable Intelligence

Clear insights and trends that help you decide faster.

Trusted & Secure

Bank-level security and complete data control.

BuiltXPBuiltXP Insights
May 12 – May 18, 2024 Filters

Summary

Real-time financial intelligence across your business.

Last updated: 2 min ago • Live
CASH POSITION
$2.48M
Current Cash
Upcoming (Next 7 Days)$1.37M
Forecast (Next 30 Days)$3.85M
View Cash Flow
DSO
34
Days Sales Outstanding
8% vs last 30 days
View DSO Analysis
OUTSTANDING RECEIVABLES
$3.67M
Total Outstanding
Current$1.24M
1–30 Days$1.48M
30+ Days$952K
View Receivables
OUTSTANDING PAYABLES
$1.24M
Total Payables
Due Today$428K
Due This Week$812K
Scheduled$1.15M
View Payables
REWARDS
Gold
Recognition Tier™
2.4xMultiplier
Captured Value (YTD)$18,450
Next Tier Opportunity$6,250
View Rewards
PAYMENTS PROCESSED
$8.92M
This Month
Transactions2,842
Avg. Payment$3,144
Success Rate98.6%
View Payments
AT A GLANCE
Cash on Hand
Up 12% vs last 30 days
DSO Improvement
Down 8% vs last 30 days
Collection Rate
Up 14% vs last 30 days
Invoices Requiring Attention
18 invoices

Insights That Tell
You What To Do Next.

BuiltXP Insights surfaces the information that matters most—along with clear recommendations you can act on.

Prioritized for Impact

We analyze what matters most and surface the insights with the greatest impact on your business.

Actionable Next Steps

Every insight includes recommended actions you can take—right from within BuiltXP.

AI-Powered Intelligence

Our AI continuously analyzes your payment and invoice activity to deliver smarter recommendations.

Recommended For You

Personalized insights based on your real-time activity.

Customize
Your DSO improved by 8% this month.

Great work! Your DSO decreased from 37 to 34 days.

DSO ImprovementPositive Trend
↓ 8%
vs last 30 days
View Details
3 invoices require follow-up.

These invoices are past due and impact your cash flow.

Requires Attention$241,250 Total
3
Invoices
Review Invoices
Customer ABC is exceeding their historical payment cycle.

Average payment time is 12 days slower than normal.

Customer RiskHigh Priority
12
Days Slower
View Customer
Schedule 5 approved invoices today.

Optimize cash flow by setting payments for these ready-to-pay invoices.

Opportunity$186,500 Available
5
Invoices
Schedule Payments
You're on pace to reach Gold Recognition Tier™.

Keep transacting to unlock greater reward opportunities.

Rewards Opportunity2.4x Multiplier
18%
To Next Tier
View Rewards
New insights are generated in real time as activity happens.

Top Opportunities

Focus on what will drive the most value.

Improve DSO
Potential cash impact
$318K
Reduce Late Payments
At risk outstanding
$241K
Optimize Payment Costs
Potential monthly savings
$12.7K
View All Opportunities

Quick Actions

Take action without leaving Insights.

Secure. Connected. Actionable. Real-time data Built for construction Bank-level security You stay in control

See Every Invoice
From Beginning to End.

BuiltXP Insights gives you complete visibility into every invoice lifecycle—across both sides of the transaction.

Understand status, track progress, and take action on what matters most.

Complete Visibility

Track every step from invoice creation to final synchronization.

Both Sides. One Platform.

See what you're owed and what you owe—in one unified view.

Action at Every Stage

Know what's next and take action without switching systems.

Invoice Journey™

Real-time status across the entire invoice lifecycle.

Created
Invoice is created
Delivered
Sent to customer
Viewed
Customer viewed invoice
Approved
Approved for payment
Scheduled
Payment scheduled
Processing
Payment processing
Completed
Payment completed
Synced
Synced to both companies
BuiltXP connects both businesses in the transaction, giving you unmatched visibility from start to finish.
Money Owed To Me
Invoices from customers
$3.67M
Total Outstanding
InvoiceCustomerStatusDays OutstandingAmount
INV-10023 ABC Construction Late 47 $128,450
INV-10024 Summit Builders Due Soon 12 $87,600
INV-10025 Vertex Solutions Current 3 $56,200
INV-10026 Pinnacle Group Current 0 $42,800
INV-10027 Horizon Contractors Paid $36,950
Bills I Need To Pay
Invoices from suppliers
$1.24M
Total Payables
InvoiceVendorStatusDue DateAmount
BILL-20011 BuildRight Supply Due Today May 15, 2024 $28,800
BILL-20012 United Materials Due Soon May 17, 2024 $81,250
BILL-20013 Pro Contractors Scheduled May 22, 2024 $128,450
BILL-20014 Steel & More Scheduled May 25, 2024 $67,500
BILL-20015 Site Equipment Co. Past Due May 10, 2024 $36,950
Real-Time Updates

Status changes are captured in real time across the network.

Trusted & Accurate

Synced data ensures accuracy on both sides of the transaction.

Stay Informed

Get notified when invoices move forward—or need attention.

Take Action Faster

From reminders to payments, act directly from Insights.

PREDICTIVE INTELLIGENCE

See What's Coming
Before It Happens.

BuiltXP Insights uses real-time data, payment patterns, and historical trends to forecast your cash flow, collections, and obligations—so you can plan with confidence.

Accurate Forecasts

Leverage real transaction data and behavior trends to predict with confidence.

Plan Ahead

Understand upcoming cash, collections, and payments so you can plan smarter.

Identify Risks Early

Spot potential cash gaps and late payments before they impact you.

Improve Performance

Use insights to reduce DSO, accelerate collections, and strengthen cash flow.

Cash Flow Forecast

Projected cash position over the next 90 days

7 Days30 Days90 Days12 Months Filters
Cash In (Collections) Cash Out (Payments) Net Cash Position Projected
$4.0M$3.0M$2.0M$1.0M$0-$1.0M
May 20May 27Jun 3Jun 10Jun 17Jun 24Jul 1Jul 8Jul 15
Projected Cash Position
as of Jul 15, 2024
$2.48M 12% vs today
Total Cash In$6.72M
Total Cash Out$4.24M
Net Change$2.48M
View Full Forecast
Collections Forecast
Next 30 Days
$3.85M
Likely to Collect$2.94M
Possible Delay$620K
At Risk$290K
View Collection Pipeline
Payment Forecast
Next 30 Days
$2.41M
Scheduled Payments$1.78M
Due Soon$430K
Past Due$210K
View Payment Schedule
DSO Trend
12 Month Trend
34 Days 8 Days
vs prior 12 months
View DSO Analysis
Upcoming Cash Gap
Potential Gap
$320K
DateJul 3 – Jul 7, 2024
DriversHigh payment volume
ImpactOperating cash
View Details & Actions
Intelligence that looks ahead. BuiltXP Insights helps you stay ahead of what's next—so you can build with confidence.
8%DSO Improvement
95%Forecast Accuracy
100%Data Confidence

Better visibility. Smarter forecasts. Stronger cash flow.

CONNECTED PLATFORM

Intelligence Powered
by the Entire
BuiltXP Platform.

BuiltXP Insights turns trusted data from across the platform into clear intelligence—so you can make confident financial decisions.

One Platform. Complete Intelligence.

All of BuiltXP working together to give you complete financial clarity.

Real-Time & Always Connected

Live data flows across the platform to keep your insights accurate and up to date.

Trusted, Secure, and Controlled

Bank-level security and your controls ensure your data stays protected.

Built for Construction

Purpose-built for the construction industry and the way construction businesses operate financially.

All Signals. One Source of Truth. Smarter Decisions.

BuiltXP Insights brings every signal together—payments, data, identity, and relationships—to deliver the clarity you need to move your business forward.

BuiltXP
BuiltXP Insights™
Financial Intelligence
That Drives Action
BuiltXP Pay™
Moves Money
  • Payment activity
  • Methods & fees
  • Settlement data
  • Payment status
BuiltXP Network™
Connects Businesses
  • Business relationships
  • Project connections
  • Network activity
  • Marketplace data
BuiltXP Sync™
Synchronizes Financial Data
  • Transactions
  • Invoices
  • Accounts & approvals
  • Master data
BuiltXP ID™
Identifies Businesses
  • Verified identity
  • Credentials
  • Compliance
  • Trust signals
BuiltXP Rewards™
Captures Additional Value
  • Eligible activity
  • Rewards earned
  • Tier progress
  • Captured value
Actionable Intelligence That Helps You:
Improve Cash Flow and Forecasting
Reduce DSO and Accelerate Collections
Identify Risks and Resolve Issues Faster
Strengthen Relationships and Performance
Capture More Value and Reach New Opportunities
BuiltXP
One Connected Ecosystem. Unlimited Financial Clarity.

When every product works together, you get more than data—you get the intelligence to make every decision count.

Explore the BuiltXP Platform
POWERED BY INTELLIGENCE. BUILT FOR CONSTRUCTION.

Turn Every Signal Into Smart Decisions.

BuiltXP Insights gives construction businesses the clarity to act with confidence, improve cash flow, reduce risk, and capture more value.

One Platform. Complete Intelligence.
All your data. All your signals. All in one place.

Every Signal Has the Potential to Create More Value.