ORGVIEWThe project picture.
Commercial information scoped to the person reviewing it, alongside consolidation across projects.
From acquisition to delivery.From the site to the boardroom.One operating environment.
The whole operation, connected
Built around the way
construction actually works.
Keep the commercial detail close to the project. Keep the project close to the people delivering it.
See the portfolio.
Keep the project detail.
Manage developments across your companies, with project status, plots, house types and commercial visibility in one place.
Companies & SPVs · Projects · Plots · House types
OrgView / Projects
Commercial control
Know where
the money stands.
A budget is only the beginning. Follow commitments, orders, applications and costs through to the forecast and cash flow.
Explore commercial workflows ↗BudgetProcureOrderTrackForecast
OrgView / Commercial
Accounts / Companies House
Every company.
The detail behind it.
Bring your businesses and SPVs into one Accounts workspace. Companies House data connects company details, directors and filing deadlines to the company record.
Keep annual accounts and confirmation statement dates visible alongside bank accounts, finance facilities and connected accounting tools.
Explore the Companies House integration ↗OrgView / Accounts
OrgView / Capital Finance
Capital & development finance
Structure the funding
behind the development.
Keep scheme details, build cost and GDV together. Structure development, mezzanine and equity finance, with calculations for raises, fees and interest.
Bring project information into the finance case, manage timelines and information checklists, and export PDF documents and client packs.
See development finance in a demo ↗One source of truth
The work moves forward.
The information moves with it.
Connect technical records, site activity, commercial decisions and project reporting. Give each team the context they need without rebuilding the same picture in separate spreadsheets.
Site team→Project team→Commercial→Directors
Find your team's view ↗OrgView / Technical
Technical to site
Keep the detail
behind delivery.
Bring planning permissions, design information, conditions and RFIs together. Connect site inductions, daily sign-in, call offs, daily reporting and plot photos to the work on the ground.
Explore project delivery ↗Drawings · Conditions · RFIs · Date Flow · Site records
Reporting & visibility
Bring the conversation
back to the numbers.
Review commercial performance and accounts through dedicated reports. Use Excel and PDF exports to bring project information into your existing reporting process.
Explore leadership visibility ↗The financial picture.
Accounts reporting and bank-balance visibility, connected to the platform’s financial records.
One place to run the operation
Depth where it matters.
Explore the connected capabilities behind OrgView.
01 Commercial & finance +
Take-off and bills of quantities, budget appraisal, prelims, site set up, sales, cost tracking, procurement, orders, applications, cost to complete, cash flow, rate book, clients and drawdowns. Alongside accounts, double-entry bookkeeping, quotes and capital finance.
Explore finance →02 Projects & development +
Land opportunities, companies and SPVs, active and superseded projects, plots, house types and build stages. Keep your development structure connected to the commercial record.
Explore development →03 Technical & site +
Planning permission, architectural and engineering drawings, services and kitchen plans, pre-commencement and pre-occupation conditions, accommodation schedules, RFIs, design teams, Date Flow and S106 agreements. Site inductions, daily sign-in, call offs, daily reporting and plot photos.
Explore technical →04 People, information & reporting +
Role-based team access, tasks, documents, QR codes, connected mail and audit records. AI-assisted take-offs and house-type CGI generation. API key management for the read-only reporting API. Commercial and accounts reporting, with separate access for investors, clients and homebuyers.
Explore the platform →Explore roles and every platform capability
One platform
Built for complex housebuilding groups.
OrgView models your real structure — from group holding company down to individual plots — not a flat list of projects.
Group / OrganizationTop-level tenant
Companies & SPVsTrading entities, site vehicles
Developments (Projects)Each with its own plots & budgets
Plots
House Types
Departments & EmployeesSuppliers & ContractorsDesign Consultants
HomebuyersInvestorsClients
Today, structure is Group → Companies/SPVs → Developments → Plots, enforced by database-level row-level security per organization. A formal Region and Development-Phase layer for very large multi-region groups is on the roadmap, not yet built — we won't claim it exists until it does.
From land to completion
Every stage of the build, in the same system.
Land
→
Development
→
Technical
→
Commercial
→
Procurement
→
Construction
→
Sales
→
Completion
→
Customer
Solutions
The right view for every responsibility.
Explore the current role permissions, then select a capability. Product views use actual OrgView screenshots with labelled sample data.
Team:
External:
Every function
One platform. Every critical function.
Explore the platform’s capabilities. All product images are actual OrgView screens with labelled sample data.
External ecosystem
Investors, clients, and homebuyers don't get your dashboard.
They get one dedicated screen — read-only, scoped to exactly what you've shared, with no sidebar and no reach into the rest of the org. Try it above under "External."
Investor Portal
Invite external, read-only access scoped to exactly the sections you choose — funding position and returns, without opening your books.
ROLE: INVESTOR · MANAGED FROM INVESTORS
Client Portal
Invite a client to log in and see their project — read-only, scoped to exactly the sections you choose. No edit controls, no other project's data.
ROLE: CLIENT · MANAGED FROM CLIENT ACCESS
Your Home
A login for a homebuyer, tied to one plot. They see their home, their spec, their upgrades, and their key dates — nothing else in the org.
ROLE: CUSTOMER · MANAGED FROM CUSTOMERS
Financial control
The CFO's view: budget to final margin, one thread.
Every commitment traces back to a budget line; every budget line traces forward to a final margin. Real double-entry bookkeeping underneath, not a bolt-on spreadsheet.
Budget
→
Commitments
→
Orders
→
Invoices
→
Payments
→
Cost to Complete
→
Final Margin
Double-entry ledgerBank transactionsBudget appraisals
Cash flow forecastingMulti-company consolidationExcel & PDF export
Executive & governance
Reporting scoped to who's asking. An answer for who changed what.
Today, Reports covers Commercial and Accounts reporting, scoped by role — a Quantity Surveyor and a Director see different things, on purpose. Every posted financial entry and every team invite is written to an immutable audit log.
Current reporting covers commercial and accounts views. Consolidated group P&L, automated board packs and ESG/health-and-safety reporting are not currently available. Discuss these requirements in your demonstration.
Enterprise architecture
Secure, cloud-native architecture engineered for scalable housebuilding operations.
Tenant isolation
Every organization's data is isolated by database-level row-level security — not just an application-layer filter that a bug could bypass.
Permissions
A 7-role permission matrix enforced both in the interface and server-side — the sidebar you see and the access you're actually granted are checked by the same rule twice.
Audit trail
An immutable log of governance-sensitive actions — team invites and every posted financial entry — with coverage expanding module by module.
Integrations
Live, working connections to Companies House (company & filing data), Microsoft Outlook (mail, via Microsoft's own OAuth), and Stripe (payment confirmation).
Platforms
Web and native iOS from a single codebase — every change ships to both, no separate mobile team, no drift.
Monitoring
Production errors are caught and triaged before a team relies on a broken page.
Implementation
How OrgView gets deployed into a real organization.
Not a sign-up form — a structured rollout, built around how your business actually operates.
01
Discovery
Understand your organization structure, processes, existing systems, and reporting requirements.
02
Solution Design
Configure the OrgView operating environment around your companies, developments, and roles.
03
Configuration
Users, companies, developments, workflows, permissions, and reporting scopes.
04
Data Migration
Bring across the data that matters — projects, budgets, contacts, documents.
05
Integration
Connect Outlook, Companies House, and the other systems already in use.
06
User Acceptance Testing
Controlled testing with real users before anything goes live.
07
Training
Role-specific training — a Site Manager and a Finance Director learn different things.
08
Controlled Rollout
Deploy by department, region, or business unit, where appropriate.
09
Go Live
Production deployment.
10
Enterprise Support
Ongoing support and optimization once you're live.
Company
About OrgView
OrgView exists because housebuilders run their business across too many disconnected spreadsheets, inboxes, and point tools — land in one place, budgets in another, site records in a third, and no single version of the truth for anyone above plot level. OrgView is built to be that single system: the operating environment a housebuilder actually runs on, from the org chart down to an individual plot.
Book a demo
Run your operation with a clearer view.
Tell us a little about your business and we'll set up a walkthrough scoped to how you actually work.