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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

Ormax AI serves as a comprehensive AI-driven platform tailored for private wealth management, encompassing every account along with nine distinct asset categories, various currencies, and a transparent time-weighted return. It seamlessly integrates brokerage accounts through Plaid, crypto wallets and exchanges, as well as bank and broker statementsβ€”utilizing AI to import data from PDF, Excel, and CSV formatsβ€”while also capturing manually held assets into a unified portfolio that spans different entities, currencies, and asset classes. The platform offers detailed reporting on time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. It also accommodates complex multi-entity structures such as trusts, LLCs, and multiple portfolios. Ormax AI stands out as an alternative to platforms like Kubera, Sharesight, Capitally, Exirio, and getquin, specifically catering to investors who prioritize performance metrics over mere net worth assessments. Developed by a CFA charterholder and former hedge-fund CIO, Ormax delivers robust portfolio tracking and analytics while refraining from providing personalized investment recommendations. Its innovative approach represents a significant advancement in wealth management technology.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

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

Integrations

BuildTopia No 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel No 
Microsoft Office 2024 No 
Microsoft Outlook No 
Microsoft Power BI No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Western Computer

Founded

1987

Country

United States

Website

www.westerncomputer.com/365homebuilder/

Vendor Details

Company Name

Ormax AI

Founded

2025

Country

United States

Website

ormax.ai

Product Features

Home Builder

Accounting Management No 
Bid Management No 
CRM No 
Contract Management No 
Job Costing No 
Job Scheduling No 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management No 
Supplier Management No 
Warranty / Service Management No 

Product Features

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