Financial Management
Great project managers were never trained as accountants!
No more spreadsheets and messy emails chains. With SMART-Financials, you can quickly manage your progress billing, approve invoices, and manage job costing, all without changing your Accounting or ERP solution like QuickBooks, Sage, Jonas, and others.
SMART-Financials allow project managers to manage their side of the accounting needs while collaborating better with the accounting department.
Job Costing
Be free of clunky spreadsheets and having to go to your accounting department to see how your project is doing.
Issue agreements that are connected to your budget and monitor your committed costs with detailed information in real time.
Keep track of Change Orders and connect them to your cost reports with a few simple clicks.
Handle your job costing with ease to complement tools like QuickBooks, Sage, Jonas and others.
Budgets
After you're done blaming the estimating department, take control and convert your estimate to your budget.
Real-time visibility has always been the issue! Easily set goals, allocate resources, and track expenses throughout a project's lifecycle with just a few clicks.
No need to involve the accounting department or change your accounting software.
Progress Billing
Bye bye spreadsheets and disconnected progress billings!
Getting your schedule of values right and issuing request for payments promptly has never been easier.
Follow our simplified flow for expedited final applications and quickly connect to your accounts receivables.
Whether you need AIA, Unit Rate, or progressive billing formats SMART Financials has you covered.
Invoice Approvals
Staying on top of Supplier and Subcontractor approvals each month just got easier.
Give your suppliers easy ways to submit their request for payment and have the invoice flow to the proper channels for approval.
Once approved, connect your payables without changing your accounting platform or having to enter details twice.
Your accounting and project management team will never be happier to finish this painful process each month!
Whether you are using QuickBooks, Sage, Jonas, Foundations or other leading accounting packages, see how we can help you!
Cashflow Analysis
Positive cash flow on projects remains a challenge not only for small to mid size contractors but large enterprise ones as well.
While the first few progress billings are front-end loaded, as you near the end of the project, having detailed information about your cash flow position becomes more critical.
With our unique ability to connect a billing line item to multiple budgets and the ability to measure cashflow on a line-by-line basis, making sure you stay cash flow positive is now a breeze.
Smart-Time
While most of your staff is probably salaried, if you have any self performing staff or workers that are hourly, eliminate paper timesheets and go digital!
SMART-TIME gives your team a digital timeclock that not only determines their location for clocking in and out but also gives your team the ability to connect the worker’s time to cost codes.
With our ability to connect to leading accounting software, simply upload the records and issue your payroll
