Workstone — Replace your entire real estate software stack with one platform
Construction budgets, LP investor portals, bank reconciliation, property management, and field operations. Purpose-built for developers, operators, and GCs.
One platform instead of six
Stop paying for tools that don't talk to each other.
Construction Management
Budgets, draws, timelines, bids
Investor Relations
LP portal, capital calls, deal room
Accounting Software
Bank feeds, reconciliation, exports
Property Management
Tenants, leases, rent roll, maintenance
Field Operations
Timecards, receipts, photos, offline
Proposals & GC Tools
Price book, proposals, AI parsing
Every tool your team needs, built into one platform
Purpose-built for developers, operators, and general contractors.
Construction Management
Track budgets, draws, timelines, and bids from one dashboard.
- Construction Budget & Draw Tracking
- Timeline / Gantt Charts
- Bid Tracker & Comparison
- Contract Management
- Invoice Approval Workflows
- Vendor Database & 1099s
- Agenda / Task Kanban
Investor Relations
Raise capital and keep LPs informed with a white-label portal.
- LP Investor Portal
- Capital Calls & Distributions
- Onboarding Pipeline
- Deal Room & Document Vault
- Rich Text Investor Updates
- Fundraising CRM Pipeline
- Co-GP Collaboration
- Download Analytics
Accounting & Banking
Connect bank accounts, reconcile transactions, and export to your accountant.
- Bank Feed Integration (Plaid)
- Transaction Reconciliation
- Chart of Accounts & Journal Entries
- QuickBooks / Xero Export
- Draw & Loan Tracking
- Append-only Audit Trail
Property Management
Manage tenants, leases, and maintenance from a single platform.
- Tenant & Lease Management
- Rent Roll & AR Ledger
- Maintenance Request Tracking
- Resident Portal
- Owner Statements & Management Fees
- Listing Syndication
Field Operations
Give your crew a mobile-first tool for timecards, receipts, and photos.
- Digital Timecards
- Receipt Capture
- Job Site Photo Logs
- Offline Sync Queue
- AI Weekly Field Reports
- Role-based Field Access
GC & Proposals
Build proposals, manage your price book, and track payments.
- Proposal Builder
- Price Book Management
- AI Invoice Parsing
- Payment Tracking
- PDF Export with Branding
- CRM with BCC Email Logging
- Voice Input for Scope
Construction Budget & Draw Tracking
CSI-division budgets, draw schedules, loan tracking, and lender-ready exports. Track every dollar from initial budget through reallocations to funded draws.
- Budget by CSI division with rollup totals
- Draw schedule with loan-level tracking
- Budget reallocations with full audit trail
- Per-unit budgets for multi-unit projects
LP Investor Portal
Give your investors a branded portal to view positions, track capital calls, download K-1s, and read updates. No more emailing spreadsheets.
- White-label portal with deal cards
- Capital call & distribution history
- Document vault for K-1s and agreements
- Rich text investor updates with email delivery
Total Committed
$4,200,000
Capital Called
$2,940,000
Distributed
$380,000
Accounting & Bank Feeds
Connect your bank accounts via Plaid and reconcile transactions directly in Workstone. Export to QuickBooks or Xero when your accountant needs it — without rebuilding everything from scratch.
- Live bank feed via Plaid — transactions sync automatically
- Match transactions to budget line items and draws
- Full chart of accounts with double-entry journal entries
- One-click export to QuickBooks or Xero
Property Management
Run your stabilized assets from the same platform you used to build them. Manage leases, track rent, handle maintenance, and give tenants a dedicated portal — no second subscription needed.
- Tenant and lease management with rent roll
- AR ledger with late fee tracking
- Maintenance request intake and assignment
- Resident portal for payments and communications
| Unit | Tenant | Rent | Status |
|---|---|---|---|
| 101 | Sarah M. | $2,150 | Current |
| 102 | James T. | $2,150 | Current |
| 103 | Vacant | $2,200 | Vacant |
| 104 | Chen W. | $1,975 | Late |
Bid Tracker & Contracts
Compare bids side by side, select winners, and auto-create contracts. Track phases, invoiced amounts, and burn-down in one place.
- Side-by-side bid comparison per role
- Auto-create contracts from selected bids
- Contract phases with burn-down tracking
- Invoice-to-contract linking
| Line Item | Vendor A | Vendor B | Vendor C Selected |
|---|---|---|---|
| Framing | $84,200 | $91,500 | $88,000 |
| Roofing | $41,000 | $38,500 | $44,200 |
| MEP Rough-In | $112,000 | $118,000 | $109,500 |
| Finishes | $67,400 | $71,200 | $65,000 |
| Total | $304,600 | $319,200 | $306,700 |
Simple, transparent pricing
No hidden fees. Cancel anytime.
Starter
- Agenda / Task Tracker
- Vendors
- Bid Tracker
- Contracts
- Invoices
- Timeline
- Budget
Professional
- Everything in Starter
- Investor Portal
- Portal Branding
- Proposals
- CSV / Excel Export
- PDF Reports
- Linked Deals
- Co-GP Model
Enterprise
- Everything in Professional
- Priority Support
- SSO (coming soon)
Frequently asked questions
Ready to streamline your deal management?
Get in touch and we'll set up a personalized demo.