Follow the walkthrough to see how Cost Lenz takes you from your existing spreadsheet and invoices all the way through project closeout without making you rebuild everything from scratch. You can also export your project data into personalized templates you upload, so your final documents work the way you want them to.
Budget
Start with the Excel you already use — bank closing workbook, estimates, PDF’s, or even a photo of a printout. Cost Lenz reads it and sets up the job in your structure, not a generic template you have to relearn.
Contracts
Log contracts and change orders on the same budget lines. Know what's promised, what's left, and where a line is running overbudget.
Invoices
Log pay apps as they come in. Approved invoices update your totals right away so you always know how much is paid to date and how much budget is still available.
Overall Cost Summary
The Summary tab brings your budget, commitments, invoices, and payments together into one clear financial picture—professional enough for an owner or lender, without rebuilding a spreadsheet.
Detailed Category Summary
Whether you’re updating a client or sending a statement to your lender, Cost Lenz gives you the details behind every number, line by line, so everyone can clearly see where the project stands.
Closeout
Bring your final costs together, complete your closeout checklist, and export a professional spreadsheet for your records or to share with your owner or lender.