- Finance
- Procurement
- Mid Sized
- Enterprise
Budget Management
Take control of your project finances with an intuitive solution to plan, estimate, and track budgets in real time. Manage transactions, streamline approvals, and convert items into purchase orders from a centralized dashboard, with automatic updates giving you clear visibility into costs and remaining budgets.
Record Estimates
Quickly capture and manage project estimates with a streamlined, user-friendly experience. Add supporting documents, define core attributes of your estimates, and input key details such as date, amount, and description, all in one place. With just a few clicks, your estimates are saved and instantly reflected in your project overview, giving you accurate, up-to-date financial insights.
Integrated Approval Workflow
Submit transactions for approval in just a few clicks and keep your processes moving with clear status tracking. Whether in draft, under review, or approved, every transaction follows a structured workflow that ensures control, accountability, and efficiency.
Project Approvals
Assign approvers to each project and define approval limits to ensure controlled, efficient decision-making.
Full Audit Transparency
Maintain full control over every transaction with complete traceability across its entire lifecycle. Every action is automatically tracked, ensuring transparency, compliance, and audit-ready processes at all times.
From Approval to Purchase Order
Create purchase requests that go through an approval process before becoming purchase orders, ensuring proper control and validation. During purchase order creation, assign the relevant budget so committed amounts are accurately deducted, maintaining full visibility from initial estimate to final purchase.
Get Access to:
Real-time budget tracking- Streamlined approval workflows
- Centralized transaction management
- Full audit visibility