How it works

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

Import your own budget sheets.

Start with the budget 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.

Upload spreadsheets, pdf files or photos
It will keep your categories and cost codes or create new ones for you
Get a working cost tracking budget

Cost Lenz Budget view showing reallocations and cost codes for ABC Home

Contracts

See what you're committed to.

Log contracts and change orders on the same budget lines. Know what's promised, what's left, and where a line is running overbudget.

Contracts and change orders in one place
Over/under visible on every line
Keep vendors, amounts, and attachments together

Cost Lenz Contracts view with contract log and committed amounts

Invoices

Track what's paid and what's still due.

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.

Pending vs approved stays clear and shows up in the draw request for your bank. Once the bank funds the draw, you change your pending invoices to approved and you pay your vendors. The amounts you pay go directly into the Previously paid column and the total paid to date.
Keep PDFs and photos on the invoice
Remaining budget updates as you pay

Cost Lenz Invoices view with pending and approved invoice statuses

Overall Cost Summary

See the big picture.

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.

See the big picture by trade or category
Track what’s budgeted, committed, paid, and remaining in one place
Quickly see what’s over or under budget

Cost Lenz Summary high-level view by category

Detailed Category Summary

Drill into every cost code.

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. Hit the Draw Request button and Cost Lenz produces a PDF for your lender that shows the amount of the draw and all the associated invoices in one package you can forward to your lender.

See every budget item and expense, line by line
Know what you’ve committed, paid, and still owe
Hit the Draw Request button and Cost Lenz creates a report ready to share

Cost Lenz Summary detailed view with cost codes line by line

Closeout

Close the job with confidence.

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.

Final cost vs budget by category
Shared checklist for your organization
Export to your customized Excel template

Cost Lenz Closeout final budget reconciliation