Intent REI OS

Department

Finance

8 modules

Finance systemProfitabilityProfitability, margin, and return tracking

Signal wire

Finance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performanceFinance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performance

Profitability command

Net profit, ROI, margin, cash invested, and exit performance by project.

Asset ManagementLive1 projects

Loading workspace

Net profit$0$0 expected

ROI0.0%$0 invested

Margin0.0%average portfolio margin

Net Profit$0Current modeled profit

Expected$0Expected gross profit

ROI0.0%Average return

Margin0.0%Average margin

Interactive portfolio lens

Net profit by project

Lens total$0Workspace portfolio

Sample Portfolio Project$0$0

Portfolio register

Profitability by project

Projects11 active

Profit$0modeled net

Remaining$286Kbudget left

ROI0.0%average return

Permitting1top phase

Active1top status

Current profitability focusSample Portfolio Project profitabilitySnohomish County / PREVIEW

$0 net0.0% ROI0.0% marginHoldTenant pendingAwaiting refresh

Open project workspace

ProjectNet ProfitROIMarginExit

Sample Portfolio ProjectSnohomish CountyPREVIEW$0$0 expected0.0%$0 invested0.0%MarginHoldActive

Coverage mix

Workspace coverage

Projects1

Financial rows0

Properties0

Invoices0

Loans0

Budgets0

Selected project drilldown

Profitability anatomy

Sale basis$0not set

Cost basis$286K$0 actual / $286K budget

Net profit$0$0 expected profit

ROI basis$286Kcost basis

ROI0.0%net profit / ROI basis

Margin0.0%net profit / sale basis

Project workspaceOpen costs, files, and linked records

Finance sourcesFinancial row pending / 0 invoices / 0 loans / 0 budget lines

Portfolio workflow

Connected modules

Company Control CenterExecutive command dashboard and owner operating lens

ReportsOwner snapshot, project package, and custom report exports

Owner ReportsOwner weekly snapshot and priority brief

ProjectsProject register and command workspace

Project WorkspaceSelected project packet, files, and closeout readiness

FinanceFinancial dashboard and job costing

Portfolio FinancialsPortfolio budget, AP, debt, and source coverage

ProfitabilityProfit, ROI, margin, and exit performance

PropertiesProperty records and asset context

LoansLoans, draws, and payoff tracking

Track RecordClosed outcomes and lender-ready proof

Backup / ExportExport evidence, backup packages, and migration prep

Data QualityPortfolio source cleanup and audit checks

System HealthRoute, API, RLS, storage, and finance checks