Operations

Financial Tools

Budgets, claims, and costs — under control.

Project budgets, progress claims, purchase orders, and expense management in one place. Track costs against budget in real time and catch overruns before they become problems.

Create detailed project budgets with cost categories. As work progresses, submit progress claims tied to actual milestones. Track purchase orders from request through to delivery, and capture expenses with receipt photos from the field.

Financial dashboards give directors real-time visibility into project profitability, cash flow, and cost trends across the entire portfolio.

Key benefits

Project budget creation and real-time cost tracking
Progress claims tied to project milestones
Purchase order workflow from request to delivery
Expense submissions with receipt photo capture
Profitability dashboards across the portfolio
Xero integration for accounting sync

How it works

1

Set your budgets

Create project budgets with cost categories. Set thresholds for overrun alerts.

2

Track costs as they happen

Purchase orders, expenses, and claims are recorded against projects in real time.

3

Monitor profitability

Dashboards show actual vs budget, claim status, and profitability trends across all projects.

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