FINANCE HUB

The Finance module gives full visibility and control over your projects financial performance. From budgets and cost tracking to claims, variations, and supplier invoices — this section centralises all financial activity so you can manage payments, approvals, and reporting directly within Plexa. By connecting your financial data to other modules like Procurement and Timesheets, you’ll maintain real-time accuracy and ensure every dollar is accounted for.

Finance helps your team keep financial data accurate, transparent, and aligned — supporting confident decision-making and seamless reporting across every project.

What you'll find here:

Project Budgets → Create, track, and manage project budgets in real time. Track committed costs versus actual spend and gain instant visibility into project profitability
Claims & Progress Payments → Prepare and submit claims directly from Plexa. Generate payment schedules, track outstanding amounts, and automate claim approvals for both clients and subcontractors
Supplier & Subcontractor Invoices → Raise, Approve and monitor customer and supplier invoices. Receive, review, and reconcile invoices linked to purchase orders and contracts. Ensure supplier payments are accurately matched to approved budgets and delivery milestones.
Expenses → Record and categorise project-related cost codes for accurate reporting
Reports & Analytics → Generate financial reports to review performance, forecast outcomes, and breakdowns for project spend, claims and payments. Monitor all project expenses in real time
Variations Management → Add, review, and approve variations as they occur. Maintain a clear audit trail and ensure all changes are reflected in your project budget and forecasts.
Integrations → Export detailed cost reports or connect to your accounting platform (such as Xero or MYOB) for seamless financial reconciliation.

Keep your budget structure aligned with your accounting codes to ensure smooth data integration.

Review outstanding claims weekly to maintain positive cash flow and prevent payment delays.