Finance & Procurement
Connect the numbers behind the work: quantities, purchases, invoices and receipts.
What the workspace brings together
Invoice workspace
Review invoice status and move approved estimates toward invoicing, with paid, partial and unpaid views.
Receipt capture
Capture receipts for extraction of merchant, date, tax and total, with a queue for items that need review.
QuickBooks-ready exports
The accounting workspace includes CSV exports for accounts, customers, vendors, products, invoices, estimates, expenses and bills. This is an export workflow; a live accounting sync is separately scoped.
Supplier and material context
Maintain supplier, manufacturer and item information so estimating and purchasing use the agreed source data.
Financial oversight
Scope job-cost reporting, receivables reminders and cash-flow views around the records your business actually maintains.
A connected working day
Reviewed quantities support a supplier order. Receipts are captured and categorised, invoices stay associated with the customer, and accounting exports support the bookkeeper’s workflow.
Configured for your operation
Your accountant confirms categories, tax treatment and export mappings. Payments, payroll execution and tax filings require separately verified workflows and authorised review.
What we measure
Receipt review time, invoice follow-up coverage and reconciliation exceptions.
Choose the outcome.
We map the implementation.
Review scope, integrations, testing and investment before committing to a build.