CONNECTED PROJECT FINANCE
Turn scope and costs into clear estimates, contracts, invoices, and payments.
Build estimates from reusable cost items, organize pricing by phase or trade, create contracts from approved scope, and keep every invoice and payment connected to the project.
STOP REBUILDING THE SAME SPREADSHEET
Your financial workflow should not be rebuilt for every project.
Costs in one file, scope in another, contracts in templates, and payments tracked by memory. MCD Flow keeps the commercial history connected from the first estimate through the final balance.
Repeated pricing
The same materials, services, and labor are entered again for every estimate.
Scope without context
Phases and deliverables live separately from pricing and approval.
Unbilled changes
Additional work is completed without a documented financial path.
Unclear balance
It is difficult to see what was estimated, invoiced, paid, and remains outstanding.
FROM COST PLANNING TO COLLECTION
One connected financial path inside the project.
Build the Cost Catalog
Save materials, labor, equipment, services, suppliers, and standard scope items.
Create the estimate
Select items, quantities, units, and scope from a reusable company library.
Organize the scope
Group pricing by phase, trade, discipline, category, or delivery model.
Review costs and margins
Control waste, tax, overhead, margin, and final price before presenting.
Approve the estimate
Preserve the agreed scope and pricing inside the project.
Generate the contract
Carry forward client, scope, phases, deliverables, fees, and payment schedule.
Define payment milestones
Bill by retainer, percentage, phase, milestone, or selected item.
Create invoices
Generate invoices without rebuilding approved scope.
Record payments
Connect partial or full payments, method, date, and receipt.
Track the balance
See what was estimated, contracted, invoiced, paid, and outstanding.
COST CATALOG
Build it once. Reuse it across future estimates.
Create a company library for materials, labor, equipment, services, suppliers, and standard scope items.
- ✓ Category & Trade
- ✓ SKU & Description
- ✓ Unit & Base Cost
- ✓ Supplier & Specifications
- ✓ Image & Internal Notes
Stop rebuilding the same pricing library for every project.
ADAPTED TO YOUR BUSINESS
Estimate the way your company actually delivers work.
Architecture
Programming, concept design, schematic design, construction documents, CA, reimbursables, and additional services.
Construction
Site work, foundations, framing, roofing, MEP, finishes, materials, labor, equipment, overhead, and profit.
Engineering
Discipline, milestone, deliverable, labor hours, calculations, reviews, field services, and additional scope.
Interior Design
Phases, rooms, materials, FF&E, procurement, freight, installation, and product markup.
TRANSPARENT TOTALS
Understand how every price is built before presenting it.
See quantity, unit, cost, waste, tax, overhead, margin, and final price while keeping internal details separate from the client presentation.
FROM APPROVED SCOPE TO CONTRACT
Do not manually copy what has already been approved.
Turn the approved estimate into a contract while preserving the client, project, scope, phases, deliverables, fees, payment schedule, and additional services.
Contract templates support the workflow and do not constitute legal advice.INVOICING WITH CONTEXT
Bill by retainer, phase, milestone, percentage, or item.
Payment schedules
Define deposits, retainers, milestones, phases, and final balance.
Invoice lifecycle
Track Draft, Sent, Partial, Paid, Overdue, and Void.
Partial payments
Record multiple payments, method, date, receipt, and remaining balance.
Structural redesign requested by the client.
PROTECT YOUR SCOPE
Keep additional work from becoming unpaid work.
Document the change, estimate the impact, request approval, and connect the additional service to the contract, invoice, and project balance.
CLIENT-FACING CLARITY
Share financial information without exposing internal costs.
Clients can receive estimates, contracts, invoices, payment instructions, and receipts while base costs, suppliers, margin, and internal notes remain private.
ONE COMMERCIAL HISTORY
From lead to payment, the context remains connected.
ESTIMATES & FINANCE QUESTIONS
Clear answers before connecting your financial workflow.
Can I reuse costs in future estimates?
Yes. The Cost Catalog can maintain reusable materials, labor, equipment, services, and standard scope items.
Can I organize an estimate by phase or trade?
Yes. The structure can adapt to the company profile, delivery model, phases, trades, or scope.
Can I create a contract from an approved estimate?
Yes. Approved scope, phases, deliverables, and fees can continue into the contract workflow.
Can I invoice by milestone or phase?
Yes. Payment schedules can be organized by percentages, milestones, phases, or selected items.
Can I record partial payments?
Yes. Multiple payment records can be connected to the same invoice while maintaining a clear balance.
Can the client see internal cost and margin?
No. Client-facing information remains separate from base cost, suppliers, margin, and internal notes.
Can I track additional services or changes?
Yes. Additional work can be documented and preserved inside the commercial history of the project.
CONNECT PROJECT FINANCE FROM THE START
Keep the next project from becoming another spreadsheet.
Create your first cost item, build an estimate, and review the complete workflow with no card or upfront payment.
