BUILTXP SYNC

Connectyourfinancial
systems.

BuiltXP Sync keeps invoice data, payment activity, rewards information, and business records aligned across your ERP, accounting, project management, and financial systems — eliminating manual work between payments, accounting, and project management.

CONNECTED SYSTEMS
HUB
Sync
QuickBooks
Procore
Sage
Foundation
Viewpoint
Custom ERP
CONNECT THE TOOLS YOU ALREADY USE

One connection. Multiple systems.

BuiltXP Sync helps eliminate manual data entry by keeping information flowing between the systems your business already relies on.

ERP Systems

Connect project financials and operational data.

Foundation Software
Construction ERP
Viewpoint Vista
Construction ERP
S3
Sage 300 CRE
Construction ERP
AC
Acumatica
Cloud ERP

Accounting Systems

Keep financial records synchronized automatically.

QuickBooks
Accounting
QO
QuickBooks Online
Accounting
Sage Intacct
Accounting
NS
NetSuite
Cloud ERP

Project Management

Maintain visibility across projects and payment activity.

Procore
Construction mgmt
AD
Autodesk Construction Cloud
Construction mgmt
BT
Buildertrend
Construction mgmt

Financial Systems

Ensure payment activity is reflected across your financial ecosystem.

Connected across your broader financial ecosystem.
ELIMINATE DOUBLE ENTRY

Eliminate double entry.

Manual data entry creates inefficiencies, delays, and unnecessary risk. BuiltXP Sync helps automate the flow of information between systems so your team can focus on higher-value work.

BEFORE SYNC
  • Manual entry
  • Spreadsheets
  • Reconciliation work
  • Multiple systems
  • Duplicate records
  • Multiple opportunities for errors
AFTER SYNC
  • Connected systems
  • Automated updates
  • Cleaner records
  • Accurate reporting
  • Less administrative work

Reduced manual entry

Less double-keying between systems.

Improved accuracy

Fewer errors from duplicate records.

Faster reconciliation

Records line up automatically.

Better visibility

One connected view across your tools.

SYNCHRONIZE MORE THAN PAYMENTS

Synchronize more than payments.

BuiltXP Sync keeps invoice activity and payment activity aligned across your business systems.

Invoice records

Invoices created within ERP systems.

Payment records

Payments initiated through BuiltXP.

Vendor records

Business relationships and contacts.

Project records

Project-related payment information.

Rewards records

BuiltXP rewards activity.

INVOICE TO RECONCILIATION

From invoice creation to payment reconciliation.

BuiltXP Sync helps ensure invoice and payment activity stays connected throughout the entire financial workflow.

01
Invoice created
In QuickBooks, Sage, Procore, Foundation, or Viewpoint.
02
Invoice shared
Sent to the paying business through BuiltXP.
03
Visible in Insights
The invoice appears in BuiltXP Insights.
04
Payment sent through BuiltXP
The customer pays on the rail of their choice.
05
Invoice marked paid
Status updates the moment funds move.
06
ERP updated automatically
Settlement and confirmation sync back to your system.
KEEP EVERY TEAM ALIGNED

Keep every team aligned.

BuiltXP Sync helps ensure finance, accounting, operations, and project teams are working from the same information.

Operations

Coordinate payment activity across projects.

Accounting

Keep financial records accurate and current.

Finance

Track cash flow with connected data.

Project management

See payment status without leaving your tools.

Executive leadership

Make decisions from one source of truth.

Get started with BuiltXP

Stop managing data. Start managing projects.

BuiltXP Sync helps construction businesses reduce manual work, improve accuracy, connect critical systems, and maintain visibility across invoices, payments, rewards, and business operations.