Your client keeps their books in here
If a construction client has moved to SelfConstruct, this page is for you: what the accounting actually is, the access you get, what you can export, and — just as usefully — what it deliberately does not do.
It is a real double-entry ledger
Not a job-costing spreadsheet with an accounting label on it. Chart of accounts, journal entries you can post by hand, opening balances, bank import with matching and reconciliation, and period locking once you close a month.
If your client is coming from something else, the cutover is a date they pick. Their open invoices, unpaid bills and working lists import from files they export themselves; the opening balance sheet is entered one line at a time and will not post out of balance; and a reconciliation report afterwards sets their old figures beside what this ledger now holds, line by line. The general ledger history stays in the old books — what moves is the position on the cutover date. What moves, and what does not.
The statements are the ones you would ask for: trial balance, P&L on both accrual and cash basis, balance sheet, statement of cash flows, A/R and A/P aging, 1099 vendor payments, WIP, and retainage — held by the client and held from subs, tracked separately and released when the contract says so.
Every hop above is the same record moving, not a copy being reconciled.
What we do that most construction software does not
The books are checked by machine before every release
Every release runs more than seventy checks, most of them bookkeeping invariants, against a freshly generated company with a full money scenario, and the release is blocked if any of them fail. They assert the things you would spot-check by hand: every journal entry balances, the trial balance sums to zero, the A/R control account equals the open invoice balances, the A/P control account equals unpaid bills, each retainage control account equals what is actually still held, payments never exceed an invoice, and a "Paid" invoice is genuinely paid. A live instance runs a lighter set of ledger checks each time its self-test is called. The full suite has not yet been run against a customer's books.
We are not claiming the software is flawless. We are saying the arithmetic is checked by machine rather than trusted, and that a release which breaks the tie-outs does not ship.
You get your own read-only access
Your client can issue you an accountant key from their settings. It opens the statements, the general ledger with both sides of every posting, and CSV export of every statement — and nothing else. No jobs, no leads, no client contacts, no team records.
You cannot change their records through it, which is deliberate: corrections get posted on their side, where they carry an audit trail. Every report you open is written to their activity log, so the trail shows who looked at what. They can revoke your key in one click.
Nothing is locked in
Every statement exports to CSV straight from this portal.
A complete copy of the database and uploaded files is a commitment in the terms of service, not a line on a marketing page — and since September 2026 your client can take it themselves: Settings → Your data → Full company export produces a zip holding a byte-for-byte copy of the database, every uploaded file, every table as CSV, and a manifest with a checksum for each one. It is still provided on request and on cancellation as well.
Look at a real set of books right now
This is the live application loaded with a fictional builder — Summit Peak Builders — with this year's transactions posted from January onward: active jobs, real subcontracts, change orders and draws. It is the accountant view exactly as your client would give it to you:
Open the demo books → or the full application →
Run the trial balance first. It is the fastest way to tell whether anyone's ledger is real.
What it does not do — stated plainly
- No payroll tax filing. Time and labor costing are native and flow to job cost; gross-to-net and filings belong with a payroll specialist, and we would rather integrate than pretend.
- No audit or attest opinion. It is bookkeeping software. Your professional judgement is the control, not ours.
- Not yet reviewed by an independent construction CPA. That review is planned and not finished, and we would rather say so than imply a blessing we have not earned. If you would like to be the one who kicks the tires, we would genuinely welcome it.
- No multi-entity consolidation. One company per instance today.
Working with us
If you have clients in construction and want to look properly, write to us. We will set you up with books to poke at, answer accounting-architecture questions directly rather than routing you to a sales script, and tell you where the gaps are — the list above is not marketing modesty, it is the actual roadmap.
We are not running a certification program or a paid directory. Both would be easier to announce than to deserve, and neither means anything until real accountants have used this on real books. When that changes, it will be because practitioners asked for it.