Assemble lender-ready monthly draw packages from project invoices, SOVs, lien waivers, COIs, and change orders. Without rebuilding the binder every month.
The status quo
The work, organized
Start here
A working Space for assembling lender-ready monthly draws. Gap audit, document chase emails, SOV reconciliation, and a cover letter from your project details.
How River works
A River Space holds all your documents, models, data, and context in one place. River AI reads across everything when you ask for a draft.
The shift
How it works
Pick a template that matches the work. Pro forma, package, dashboard, or tracker.
Add your project files, notes, client info, or a short description of what you are working on.
The Space gets the right docs, sheets, checklists, and dashboards. River AI reads them automatically.
Memos, models, follow-ups, and reports come out of the Space, ready for your review.
You stay in control. Export to PDF, push to your tools, or share a read-only link.
Come back next cycle. Updated numbers, new docs, and River AI picks up where you left off.
Templates
Guides
FAQ
Pick a template and River builds the Space for you. Docs, sheets, checklists, and an AI assistant that already knows the work.