Customization & Integrations

Tailor PayAppPro to your AIA-style billing process and connect it with your ERP or accounting system. Custom work is scoped and quoted per project.

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Want to learn more about how PayAppPro works first? Visit our Features and Pricing pages.

PayAppPro is an independent software product and is not affiliated with, endorsed by, or sponsored by the American Institute of Architects (AIA).

What We Customize

Streamline your pay app workflow and approvals — without forcing your team to change how they work.

Pay App Fields & Business Rules

Add or hide fields, prefill contract data, enforce retainage rules, and adapt Schedule of Values (SOV) entry to your standards. Match your internal terminology, cost codes, and monthly billing conventions.

Approvals, Roles & Notifications

Custom approval routes, reviewer roles, and notification rules so subs, PMs, and accounting stay aligned each billing period — with fewer “where is this?” emails.

PDF/Excel Outputs

Adjust export layouts to match client submission expectations. Add Excel outputs, extra summary pages, internal review copies, or required attachments (COIs, lien waivers, backup) to fit your package.

Change Orders & Retainage Logic

Automate how approved changes and retainage flow through current and cumulative values across periods so your pay app package and internal reports stay consistent month over month.

AIA-Style, Not “Official AIA Forms”

We can tailor PayAppPro’s workflow and outputs for AIA-style billing based on the G702/G703 formats. If your contract requires official AIA Contract Documents, your team should obtain those directly from the AIA’s authorized sources.

ERP & Billing Integrations

Connect PayAppPro to the systems you already use — sync projects, SOVs, and billing data instead of re-keying it.

Accounting & Billing

*Integration scope varies by edition/API and your specific billing workflow.

Project Platforms
  • Procore*
  • Buildertrend*
  • CMiC*
  • Autodesk Construction Cloud*

*Subject to partner APIs and licensing. We design integrations around the modules you actually use.

Data & Identity
  • Custom REST APIs & webhooks
  • Single Sign-On (SSO)
  • ETL / data migration
  • Secure file exchange

Featured Integration Playbooks

Acumatica ERP + PayAppPro

Sync contracts, approved change orders, and project data into PayAppPro so AIA-style pay application exports based on G702/G703 formats stay aligned with your ERP.

View Acumatica integration details →

QuickBooks Online + PayAppPro

Keep accounting in QuickBooks Online while PayAppPro handles AIA-style pay apps — with invoice and retainage data kept in sync.

View QuickBooks Online integration details →
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How We Work

Straightforward process. Clear deliverables. Scoped and quoted per project.

1. Discovery

Requirements, data flow, systems, and timeline. We review your current pay app process, ERP/accounting setup, and any owner/GC submission requirements.

2. Proposal

Fixed or milestone-based pricing with clear assumptions and deliverables. Scope drives cost — no surprises.

3. Build

Configuration and integration build, plus staging reviews with sample projects and pay apps before go-live.

4. Launch & Support

Deploy, train, monitor, and iterate as your team and project mix evolve.

Security & Compliance

Integrations are built with secure authentication, least-privilege access, and auditable data flows. We use HTTPS/TLS and can support IP allowlists, SSO, and role-based access controls as needed.

Let’s Tailor PayAppPro to Your Team

Tell us about your systems and workflow. We’ll scope it and quote it — custom work is priced based on project scope.

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New to AIA-style billing? Explore our Learn hub for G702/G703, SOV, retainage, and lien waiver guides.