"The business model is built on trust and speed— paying vendors directly on behalf of clients. But as the ValleyOR grew, tracking who paid for what and how they paid became incredibly complex. They needed a system that could keep up with the way they actually operate, not forcing them into a traditional invoicing model.”
Challenge
The firm operates under a highly atypical payment model for the construction industry. Clients provide credit card information and blank checks upfront, and then the Valley Owners Rep pays vendors directly on the client’s behalf. It became increasingly difficult to track who paid for what, which payment method was used (credit card vs. check), and which client or project each cost belonged to. The team was handling most of the reconciliation manually. As the business grew, this workload became unmanageable and posed a real bottleneck to scaling.
Solution
Controllr easily solves this exact problem Valley Owners Rep was facing: connecting project costs to the right client and payment method with absolute clarity. With Controllr, the team can now: Tie every expense to a specific project and client, credit card payments, checks, and other methods are clearly identified, allowing accurate reconciliation and margin analysis.
Scaling a high-trust renovation business shouldn’t mean losing financial control. Valley Owners Rep built its reputation on speed, transparency, and a client-first payment model—but as the business grew, tracking who paid for what across complex renovation projects became the biggest barrier to scale.
Valley Owners Rep manages residential renovation projects using a unique approach where clients authorize payments upfront and the firm pays vendors directly on their behalf. Controllr brought clarity to project costs and client payments, allowing the team to scale without adding financial risk or operational burden.
"Controllr gave streamlined transaction processing and clarity. The team can now see exactly which client paid for each cost, how it was paid, and where every dollar belongs. That visibility removed a major bottleneck in the business without sacrificing control or client trust.”
