General Feedback & Ideas

The ability to add more Income Types similar to the accounts function on the expense tracker

Add the ability to support video uploads in various areas of the app to document Project progress, video walkthroughs, inspection notes, etc.

Provide simple mobile apps to post project updates, upload photos, receipts and quick data entry when using a mobile device. (April 2025) See Pinned Comment Below for Latest Mockups of Mobile App

Create a dedicated "Receipts" page to store your receipts – your digital "shoebox" for receipts. Easy Mobile Uploads: Quickly snap and upload receipts from your phone. Central "Shoebox": Use the "Receipts" folder as your digital shoebox, eliminating physical receipt piles. Clear Separation of Duties: Contractors/PMs can upload receipts and the bookkeepers can convert to transactions. "Linked" Status: See which receipts are "Linked" to expenses at a glance. Expense Tracker Integration: Easily link receipts to expenses. Granular Permissions: Give upload to project managers or contractors without access to other budget/expense features. Benefits: Simplified Receipt Management: Turn your phone into a receipt scanner and ditch the shoebox. Team Collaboration: Streamline receipt handoff between field and office. Team members in the field can snap a pic of the receipt, and then the bookkeeper can convert it to a transaction. Accurate Expense Tracking: Ensure receipts are linked to the correct transactions. Future Benefits (AI Integration): Automatic Transaction Creation: Imagine simply uploading a receipt and hitting "Convert to Transaction." Our AI receipt scanner will automatically extract the date, account, vendor & itemized amounts. A manual data entry process that would typically take 5 minutes, would now take seconds. Bulk Conversion: Select multiple receipts and automatically convert them to transactions in seconds. Imagine bulk converting 10 receipts in the matter of seconds, saving you an hour of data entry, per project per week. Reduced Errors: AI-powered extraction minimizes manual data entry errors, ensuring accurate expense tracking.

In the Task Manager you can setup and save Task Templates (Checklists) that you can load into future projects. Unfortunately, if you want to edit an existing Task Template you have to load in the Task Template to an existing project, edit the tasks and then re-save it as a completely new template. This process is not efficient. Users should be able to easily edit an existing Task Template from your Workspace Settings (just like you can edit Estimate Templates). Solution Create a Workspace Task Templates area where users can see and manage all of their existing Task Template checklists that they have saved in their account. If they want to edit and existing Template, they can click "Edit Template" and edit the existing tasks and information.

Our AI Receipt Scanner idea is designed to eliminate the tedious task of manual expense tracking. Simply snap a photo of your receipt or upload a file, and our AI will automatically extract all the essential details, including the date, invoice number, company name, itemized expenses, and amounts. The AI will then intelligently categorize the expenses and populate the transaction form, saving you time and effort. https://youtu.be/iFmZ7w0AS4c How it Will Work: Capture: Take a photo of your receipt or upload a file (PDF, image). Extract: Our AI scans the receipt and extracts the relevant information. Categorize: The AI intelligently categorizes the expenses based on your workspace settings and common construction/renovation terms. Populate: The extracted data is automatically populated into the transaction form, ready for your review and approval. Benefits: Save Time: Eliminate manual data entry and reduce the time spent on expense tracking. Improve Accuracy: Reduce errors associated with manual data entry. Example An receipt with 10 line items from Home Depot would take someone 5 minutes of tedious breakdown and data entry. The AI can perform this task in less than 10 seconds while you do something else. That's a 97% reduction in time spent entering data.

Create a Project Portal where you can share project updates, financial info, and photos with External parties like Investors or Lenders to keep them informed and up to date with progress updates.

We're exploring ways to make managing your project expenses even easier in FlipperForce. Currently, importing CSV files into the Expense Tracker can be cumbersome, requiring specific formatting and manual categorization. The Problem: Our current CSV import lacks support for key data points like Categories, Companies, Accounts, and Classes. Users often spend valuable time reformatting files to meet our strict column requirements. Post-import, manual categorization is required, which is time-consuming and prone to errors. The Solution: We're considering integrating AI to revolutionize the CSV import process. Imagine: Intelligent Data Mapping: The AI would analyze your CSV, automatically identifying and mapping columns to the correct fields in FlipperForce, even with varying column headers. Automatic Categorization: The AI would predict and assign Categories, Companies, Accounts, and Classes based on the expense data, minimizing manual input. Smart File Cleaning: The AI would automatically detect and correct formatting errors, eliminating the need for manual file preparation. #Benefits: Significant Time Savings: Reduce the time spent on data entry and formatting. Improved Accuracy: Minimize errors through automated data mapping and categorization. Increased Flexibility: Import CSV files from various sources without strict formatting requirements. This enhancement would streamline your workflow, allowing you to focus on what matters most: managing your real estate investments. We'd love to hear your thoughts! Please vote and comment on this idea to let us know if this is a feature you'd find valuable.

Problem: House flippers relying on hard money lenders often face a cumbersome process when requesting loan draws. Lenders typically require detailed expense lists, receipt backups, and proof of completed work (photos). Currently, users must manually compile this information, leading to time-consuming administrative tasks and potential delays in receiving funds. Solution: We propose integrating a 'Loan Draw Tracker' directly into FlipperForce's Expense Tracker. This feature will allow users to easily tag individual expenses to specific draw requests (e.g., Draw #1, Draw #2). Upon tagging, the system will automatically generate a comprehensive report that includes: A detailed list of tagged expenses. Associated receipt images. An option to upload photos demonstrating completed work. Additionally, a dedicated 'Draw Dashboard' will provide an overview of: The original budget for each draw. The total amount spent to date. The amount drawn to date. The remaining balance for each draw. This dashboard will offer real-time visibility into the loan draw process, enabling users to track their progress and manage their finances more effectively. Benefits: Simplified Draw Requests: Generate lender-ready reports with just a few clicks. Faster Reimbursements: Streamline the documentation process, reducing delays in receiving funds. Improved Financial Tracking: Gain real-time insights into draw progress and budget adherence. Enhanced Lender Communication: Provide clear and organized documentation to build trust and transparency. Better project financial oversight: by keeping track of the budget, spending and remaining funds.

Right now, you can only create 1 Flip analysis and 1 BRRRR for each project. If a user wants to run a different scenario or tweak some numbers they have to change their existing analysis or duplicate and create a completely separate project. Create the ability for users to run multiple Analysis Scenarios for Flips and BRRRR in a single project, side-by-side.