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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

365HomeBuilder is a comprehensive cloud-based ERP solution designed specifically for companies involved in residential construction, utilizing the capabilities of Microsoft Dynamics 365 Business Central. This platform provides a complete suite of functionalities that spans from estimating and sales to purchasing, job costing, multi-entity accounting, and final settlements, all seamlessly integrated into a single interface. Its robust multi-entity financial features allow builders to effectively monitor costs and revenues across various investors or building entities within one centralized database, eliminating the need for separate charts of accounts. Additionally, the software incorporates built-in management for bank draws, facilitating the tracking of loans and budgets associated with lenders, while also automating the lien-waiver process to ensure that subcontractor payments adhere to necessary waivers. Furthermore, it offers vendor insurance tracking, which issues alerts for impending policy expirations and can prevent payments if coverage is not current. The platform automatically generates settlement statements, prints MICR checks for various entities, and offers seamless integration with Microsoft Office 365 tools, making financial management more efficient. This holistic approach not only streamlines operations but also enhances the overall productivity of home-building companies.

Description

Auria serves as a contemporary wealth-management solution tailored specifically for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By integrating crucial functionalities such as portfolio management, performance reporting, CRM, secure document storage, data aggregation, and a multi-entity perspective into a unified interface, it empowers organizations to aggregate asset information from public markets, private equity, real estate, art and collectibles, loans, and liabilities. This integration allows for a comprehensive β€œfamily view” that spans generations and various entities. The platform features a β€œWealth Blueprint” tool that delineates intricate ownership structures, trusts, and family-owned companies, while its robust reporting engine allows for custom reports and a flexible client portal. Furthermore, Auria’s CRM and workflow capabilities enable management of notes, tasks, and interactions all within one cohesive system. Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources, ultimately providing families with a clearer understanding of their wealth. Additionally, its user-friendly design ensures that even those unfamiliar with complex financial systems can navigate it effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BuildTopia
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Office 2024
Microsoft Outlook
Microsoft Power BI

Integrations

BuildTopia
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Office 2024
Microsoft Outlook
Microsoft Power BI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Western Computer

Founded

1987

Country

United States

Website

www.westerncomputer.com/365homebuilder/

Vendor Details

Company Name

Auria

Country

United States

Website

auriaplatform.com

Product Features

Home Builder

Accounting Management
Bid Management
CRM
Contract Management
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Product Features

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