Platform Modules
Six Integrated Modules. One Financial Operating System.
Every module is purpose-built for construction's unique requirements — dual-role management, project-based accounting, retainage as a first-class entity, progress billing, and compliance automation.
Retainage Management
The retainage risk engine that treats retainage as an execution engine — not a recording field.
Stop tracking retainage in spreadsheets. Metaprise automates the entire lifecycle — from withholding to conditional release — with compliance verification, multi-party approvals, and real-time visibility across every project.
Conditional Release Logic
Rules-based release workflows tied to project milestones and compliance status.
Dual-Side Tracking
Manage retainage held (as GC) and retainage owed (as Sub) in one unified view.
Multi-Party Approvals
Configurable approval chains across PMs, finance, and legal teams.
State Compliance
Automatic enforcement of state-specific retainage regulations and limits.
Retainage Dashboard
AR/AP Automation
AI-driven invoice management purpose-built for construction's unique billing cycles.
Native AIA G702/G703 support, automated 3-way matching, and progress billing workflows that understand construction's project-based financial model. Not a generic AP tool — a construction-native billing engine.
AIA G702/G703 Progress Billing
Generate, submit, and track AIA pay applications with automated percentage-of-completion calculations.
AI Invoice Matching
Automatic 3-way matching against contracts, change orders, and delivery confirmations with ML-powered anomaly detection.
Automated Payment Scheduling
AI-driven payment timing based on cash flow forecasts, early-pay discounts, and contractual obligations.
Complete Financial Coverage
Intelligent payment orchestration that routes funds based on project milestones, compliance status, and cash position. Supports ACH, wire, and card payments with construction-grade approval chains and audit trails.
- Milestone-based payment triggers
- Multi-tier approval workflows
- ACH, wire, card support
- Lien waiver automation
Real-time cash visibility across all projects, roles, and entities. See your true dual-role net position — retainage held as GC minus retainage owed as Sub — and forecast cash flows with project-level granularity.
- Dual-role net position dashboard
- Project-level cash forecasting
- Multi-entity consolidation
- Working capital optimization
Construction-native contract lifecycle management. Track commitments, change orders, retainage terms, and payment schedules across your entire project portfolio with full audit history.
- Change order tracking
- Retainage term management
- Commitment vs. actual tracking
- Procore data sync
Powered by banking license capabilities for FDIC-insured deposit accounts, virtual ledger management, and embedded payment rails. The fintech backbone that enables construction-grade financial operations.
- FDIC-insured accounts
- Virtual ledger accounts
- Embedded payment rails
- Retainage financing (coming soon)
Metaprise vs. The Alternatives
See why construction companies choose a purpose-built financial OS over generic tools.
| Capability | Metaprise | Procore | Sage | Generic AP |
|---|---|---|---|---|
| Retainage Automation | Full Engine | Tracking Only | Recording | None |
| Dual-Role Support | Native | No | Manual | No |
| Payment Execution | Built-in | No | Basic | Yes |
| AIA G702/G703 | Automated | Yes | Manual | No |
| Banking Infrastructure | FDIC-Insured | No | No | Some |
| Cash Flow Visibility | Real-time | Project Only | Accounting | Generic |
See the Platform in Action
30-minute demo tailored to your company's project portfolio and financial workflows.
Book Your Demo