--- title: "Financial management software for construction and design" url: "https://pro.houzz.com/for-pros/feature-financials" datePublished: "2026-09-15T05:41:52+0000" --- FINANCIAL MANAGEMENT SOFTWARE # The Wise Way to Manage Your Money With AI Take control of your cash flow in one place with Houzz Pro’s financial management software for construction and design—your one-stop shop for managing payments, boosting profit, and making sense of every dollar. VIDEO TOUR ## Where the Profitabilities Are Endless Made to maximize your money management, see how our built-in Financial Suite syncs every facet of your cash flow in one simple place. [https://www.youtube.com/embed/iFPqOhc77yY?si=j8TSQsogClSDNw49](https://www.youtube.com/embed/iFPqOhc77yY?si=j8TSQsogClSDNw49) ### Save Time When your money’s managed efficiently—and financial files practically draft themselves—you free up more time for more projects. ### Boost Profits Leaving money on the table is a thing of the past with easy, accurate tracking tools designed to ensure no cost slips through the cracks. ### Get Organized From invoices to payments, everything with a dollar sign is automatically organized to make purchasing, billing, and bookkeeping a breeze. ### Stand Out Be the clear choice for hiring homeowners with more professional docs, easier ways to pay, and a client experience they won’t forget. HOW IT WORKS ## Your Financial Workflow on Houzz Pro For Contractors ### Build Effortless Estimates Use Houzz AI to create first-draft [Estimates](https://www.houzz.com/for-pros/software-construction-estimating) from scope descriptions or completed [Takeoffs](https://pro.houzz.com/for-pros/takeoff), or start with a template complete with reusable Assemblies for multi-component items. ### Get Paid Online Send [Invoices](https://www.houzz.com/for-pros/software-construction-billing-invoicing) clients can [pay online](https://www.houzz.com/for-pros/feature-online-payment) and get money in minutes with Instant Payouts.\* You can also offer financing through GreenSky and Figure to boost their buying power.\*\* ### Run Profitable Projects Keep an eye on your bottom line with Budget Management and [Time & Expense Tracking](https://www.houzz.com/for-pros/software-construction-time-tracking). And when project scopes change, save time with [Change Orders](https://www.houzz.com/for-pros/software-construction-change-orders) that work with your existing Estimates. ### Track Your Finances Get an overview of your business by the numbers with a range of [Financial Reports](https://www.houzz.com/for-pros/feature-financial-reports) and sync your financial files and payments in Houzz Pro with [QuickBooks Online](https://www.houzz.com/for-pros/feature-quickbooks-integration) to make bookkeeping a whole lot simpler. For Designers ### Craft Polished Proposals Go from Selection Boards to [Proposals](https://www.houzz.com/for-pros/feature-proposal) with a click or design them from scratch with custom templates for common jobs, Groups for multi-element custom products, and more time-saving tools. ### Get Paid Online Send [Invoices](https://www.houzz.com/for-pros/software-construction-billing-invoicing) clients can [pay online](https://www.houzz.com/for-pros/feature-online-payment) and get money in minutes with Instant Payouts.\* You can also offer hassle-free financing through Figure to boost their buying power.\*\* ### Run Profitable Projects Keep an eye on your bottom line with Budget Management and [Time & Expense Tracking](https://www.houzz.com/for-pros/software-interior-designer-time-expense-tracking). And if clients change their mind, you can adjust products and prices fast without creating new docs. ### Track Your Finances See a snapshot of your business by the numbers with a range of [Financial Reports](https://www.houzz.com/for-pros/feature-financial-reports) and sync your financial files and payments in Houzz Pro with [QuickBooks Online](https://www.houzz.com/for-pros/feature-quickbooks-integration) to make bookkeeping a whole lot simpler. _\*Available for a 1% fee per transaction._ _\*\*Terms and restrictions apply. Learn more about [GreenSky](https://www.houzz.com/pro-help/r/project-financing-on-houzz-pro) and [Figure](https://www.houzz.com/pro-help/r/client-project-financing-with-figure-on-houzz-pro)._ INVOICES & ONLINE PAYMENTS ## Get Paid Fast—Anytime, From Anywhere. Create and send Invoices with ease and encourage clients to pay them online with our secure, one-stop financial software—a cashless convenience you’ll both love. - Track every transaction in one easy-to-navigate place - Let clients pay by credit and debit card or bank transfer - Get bank deposits in minutes with Instant Payouts\* - Set up automated payment reminders to clients [Explore Invoices](https://www.houzz.com/for-pros/feature-invoices) [Explore Online Payments](https://www.houzz.com/for-pros/feature-online-payment) _\*Available for a 1% fee per payout. Typical bank deposit wait times without Instant Payouts take 2 to 3 business days and vary by bank and original payment method. Initial deposits may take longer._ QUICKBOOKS ONLINE INTEGRATION ## Sync Your Essentials to QuickBooks Online Cut the double-duty data entry with our seamless QuickBooks Online Integration—the automatic way to sync files and payments across best-in-class platforms. - Connect once and files auto-sync continually - See what’s synced fast in one simple dashboard - Use advanced mapping for a custom sync experience - Save your bookkeeper countless hours copying data [Explore QBO Integration](https://www.houzz.com/for-pros/feature-quickbooks-integration) ROI CALCULATOR ## See Your Potential Profit Want to run the numbers? Click below to calculate your expected return on investment from Houzz Pro, based on a 2024 analysis of 1800+ firms. Estimate Your ROI Your potential annual revenue increase*: $195,721 - Annual revenue increase by percentage: 39% - Revenue from additional projects: $156,294 - Revenue from per project upcharge: $39,428 Image above shown for illustration purposes only. Results may vary. Click 'Estimate Your ROI' to calculate the ROI that applies to you. BUDGET MANAGEMENT ## Keep Projects on Budget at a Glance Get insights into ongoing project profitability, uncover where you’re undercharging, and compare estimated and actual spends with built-in Budget Management. - See estimates, actuals, and variances at a glance - Identify and address budget overruns early on - Update actuals using built-in Time & Expense Tracking - Compare your spend against your invoiced amounts [Explore Budget Management](https://www.houzz.com/for-pros/feature-quickbooks-integration) FINANCIAL REPORTS ## Get to the Bottom of Your Bottom Line Get clear insights into your cash flow, profit margins, and team time with AI-backed reports from our financial tracking tool for construction and design. - Download detailed reports or high-level overviews - Create custom reports with just the info you need - Track invoices, retainers, payments, and more - See time billed by team members or projects [Explore Financial Reports](https://pro.houzz.com/for-pros/feature-financial-reports) ## How Pros Benefit From the Financial Suite ## 2.2x Faster\* Homeowners typically fund their projects faster when paying through Houzz Pro. ## 25% More Project Value\*\* Pros who offer financing through Houzz Pro typically close larger, more profitable projects. ## $24B Handled We’ve supported over $24 billion in transaction volume to date \*On average, clients pay faster through Houzz Pro compared to other platforms. \*\*Based on pros offering financing through Houzz Pro. ## Fine-Tune Funding (on Both Sides of the Business) ### Loans from Houzz Pro Capital Get the funding you need for the growth you want with Houzz Pro Capital—our quick, flexible business loan program powered by Stripe Capital.\* ### Client Financing Via GreenSky® Give clients with more buying power to move forward with bigger projects by offering fast, easy home improvement loans through GreenSky.\*\* ### Homeowner HELOCs From Figure Offer clients the option of tapping into their home’s equity to help fund their renovation with a HELOC (home equity line of credit) from Figure.\*\*\* ### Buy Now, Pay Later With Affirm Empower clients by offering flexible payments through Affirm. You get fully funded upfront, while they get the convenience of paying over time.\*\*\*\* _\*Loans are issued by Celtic Bank and powered by Stripe. All loans subject to credit approval. Eligibility based on payment history with Houzz Pro._ _\*\*Terms and restrictions apply. Click [here](https://www.houzz.com/pro-help/r/project-financing-on-houzz-pro) to learn more._ _\*\*\*Terms and restrictions apply. Click [here](https://www.houzz.com/pro-help/r/client-project-financing-with-figure-on-houzz-pro) to learn more._ \*\*\*\*_Affirm fine print: Payment options through Affirm are subject to an eligibility check, may not be available everywhere, and are provided by these lending partners: [affirm.com/lenders](http://affirm.com/lenders). Options depend on your purchase amount, and a down payment may be required. CA residents: Loans by Affirm Loan Services, LLC are made or arranged pursuant to a California Financing Law license. For licenses and disclosures, see [affirm.com/licenses](http://affirm.com/licenses). Affirm and its lending partners do business in accordance with federal Fair Lending laws._ BEYOND THE SUITE ## Here's What Else Houzz Pro Has to Offer ### Outside of our Financial Suite, Houzz Pro includes a variety of other tools designed with your bottom line in mind. #### Contracts Create and send full [Contracts](https://pro.houzz.com/for-pros/feature-contracts) that let clients e-sign on the dotted line. #### Estimates Build client-winning [Estimates](https://pro.houzz.com/for-pros/feature-estimates) in no time with help from Houzz AI. #### Proposals Craft and send visual, polished [Proposals](https://pro.houzz.com/for-pros/feature-proposal) that represent your brand. #### Change Orders Handle project shifts and curb costly rework with [Change Orders](https://pro.houzz.com/for-pros/feature-change-orders). ## Take Our Word for It (And Theirs) Hear from real home construction and design professionals who've used Houzz Pro to better their business. [Etch Design Group Puts People First](https://www.houzz.com/pro-learn/blog/etch-design-group-puts-people-first) [Holland Brothers Construction: Thriving Success Story of a Bold Relocation to a New State](https://www.houzz.com/pro-learn/blog/holland-brothers-construction-thriving-success-story) [How Natalie Miles of Wardley Custom Homes Saves Time & Money With Houzz Pro](https://www.houzz.com/pro-learn/blog/case-study-how-natalie-miles-saves-her-company-money-with-houzz-pro) INTEGRATIONS ## Financial Software That Keeps You Connected QuickBooks Online isn’t the only thing Houzz Pro plays nice with. You can also sync tracked time with Gusto for payroll, access files on Google Drive and Dropbox, manage leads from Gmail, source products with our [Clipper](https://www.houzz.com/for-pros/feature-clipper), and sync project [Schedules](https://www.houzz.com/for-pros/feature-schedule) to to a variety of cloud-based calendars. [Get Started](https://www.houzz.com/houzz-pro/pricing) AWARD-WINNING SUPPORT ## Here to Help—However You Need It. ### Got questions? Our financial management tool experts have answers. For anything our self-guided resources can't solve, reach out for assistance and we'll take it from there. #### Online Chat The fastest way to find answers is at the bottom right of your browser. #### Email Troubleshooting and other assistance are just a [support ticket](https://www.houzz.com/pro-help/r/how-to-reach-houzz-pro-support) away. #### Phone We’re here from Monday to Friday, 6am to 5pm PT at (888) 257-4020. #### Help Center Articles, video tutorials, webinars, and more are all accessible 24/7 [here](https://www.houzz.com/pro-help). ## Help Yourself to On-Demand Answers Get to know our best-in-class software through curated video tutorials, how-to walkthroughs, and beyond. [Support articles to answer your questions.](https://www.houzz.com/pro-help) [Detailed video walkthroughs to master your new tools.](https://www.houzz.com/for-pros/webinars) [Industry news, guides, and more to stay a step ahead.](https://www.houzz.com/pro-learn) ## Why Go With Houzz Pro? ### All-In-One AI Platform We’re proud to offer the only true all-in-one, AI-powered software solution for every side of your business—combining best-in-class planning, project management, financial, and marketing tools. ### Tailored to Your Trade Built specifically for home building, remodeling, and design professionals, we’re always improving our features based on feedback—making our do-it-all software the perfect toolkit for your type of work. ### Largest Online Community Houzz has been a trusted remodeling resource for over a decade—garnering a global community of over 65 million homeowners and design enthusiasts, and over 3 million home remodeling and design professionals. READY TO TRY? ## Get a Free Demo [Schedule a Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7015c000001NeVVAA0&utm_source=SEO&sourceCommandName=HouzzProCMSLanding) Have questions? Give us a call at [(888) 372-2851](tel:8883722851).