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.

Payment activity
$184,250
Collected across 42 invoices
Last 30 days Reading Up to date
Cash flow forecast
$212,400
Expected collections
Next 30 days Forecasting Forecast
Risk identified
2 invoices
Past due — follow-up recommended
Recommendation Checking Flagged

Your business. Explained.

One page for the numbers behind your payments: collections, payment activity, your network, rewards, and payment methods — for the last 7 days, 30 days, 90 days, or 12 months.

  • Invoice collection

    Who is paying slowly, so cash keeps coming in.

  • How fast you get paid

    Your collection speed, month over month.

  • Cash-flow outlook

    What is expected in and out over the next 7 and 30 days.

The BuiltXP Insights executive dashboard with live cash position, DSO, receivables, and payables

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.

  • Your DSO improved by 8% this month.

    Your DSO decreased from 37 to 34 days.

    DSO improvement
    ↓ 8% vs last 30 days
  • 3 invoices require follow-up.

    These invoices are past due and impact your cash flow.

    Requires attention
    3 Invoices
  • A general contractor customer is paying slower than usual.

    Average payment time is 12 days slower than normal.

    Customer risk
    12 Days slower
  • You're on pace to reach Gold Recognition Tier™.

    Keep transacting to reach greater reward opportunities.

    1.50x multiplier
    18% To next tier

New insights are generated in real time as activity happens.

See every invoice from beginning to end.

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

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
InvoiceCustomerStatusAmount
INV-10023 General contractor Late $128,450
INV-10024 Owner / developer Due soon $87,600
INV-10025 Specialty subcontractor Current $56,200

18 invoices

Bills I need to pay

Invoices from suppliers

$1.24M Total payables
InvoiceVendorStatusAmount
BILL-20011 Lumber supplier Due today $28,800
BILL-20012 Materials distributor Due soon $81,250
BILL-20013 Equipment rental Scheduled $128,450

23 bills

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.

Cash flow forecast

Projected cash position over the next 90 days

Projected cash position · Jul 15, 2026

$2.48M ↑ 12% vs today

Total cash in
$6.72M
Total cash out
$4.24M
Net change
$2.48M

Collections forecast

Next 30 days

$3.85M

Likely to collect
$2.94M
Possible delay
$620K
At risk
$290K

Payment forecast

Next 30 days

$2.41M

Scheduled payments
$1.78M
Due soon
$430K
Past due
$210K

DSO trend

12-month trend

34 days

vs prior 12 months
↓ 8 days

Upcoming cash gap

Potential gap

$320K

Date
Jul 3 – Jul 7, 2026
Drivers
High payment volume
Impact
Operating cash

What the forecast covers

  • Live cash position
  • 7–90 day forecast windows
  • Role-based access controls
See your numbers

Turn every signal into smart decisions.

Insights is built from the payments and invoices you move through BuiltXP.

Captured live from the BuiltXP app — real server data, no mockups. Start free or book a walkthrough.