SiteFlow

Finance & Claims

Track project money from budget to certified claim.

Follow budget against actuals by cost code, run expenses through one ledger, settle petty cash, and prepare progress claims against the contract and BOQ.

Book a demoSee how it works
  • Budget, actual and forecast by cost code
  • One ledger for approved and paid costs
  • Claims checked against the contract and BOQ

What this replaces

  • Budgets live in spreadsheets that are out of date by Monday.
  • Petty cash settles late, with receipts scattered across sites.
  • Claim quantities are hard to reconcile against the contract.

How it works

  1. 1

    Set the budget

    Build it by cost code and review each revision.

  2. 2

    Record the costs

    Approve, pay and void expenses in one ledger.

  3. 3

    Manage the contract

    Import the BOQ and track approved variations.

  4. 4

    Claim and certify

    Prepare a claim, approve it, certify it and track retention.

What's included

  • Budget

    Compare budget, actual and forecast, with reviewed revisions.

  • Expenses

    Approve, pay and void costs in one ledger.

  • Petty cash

    Request, disburse and settle cash advances.

  • Contract and BOQ

    Track contract value, BOQ items and variations.

  • Progress claims

    Prepare, approve and certify claims, and hold retention.

  • Over-claim protection

    Claiming more than the contract allows is refused.

Who uses it

  • Quantity surveyors

    Manage the BOQ, variations and claims.

  • Accountants

    Keep expenses and petty cash in one ledger.

  • Project managers

    See where the budget stands.

Good to know

  • Attendance hours are not priced, and SiteFlow doesn't calculate labour cost.
  • ZATCA e-invoicing and multi-currency aren't included.
  • Procurement and subcontractor claims aren't included.
  • Expenses are entered on the web, not the mobile app.

More from SiteFlow

See your sites in SiteFlow.

Book a demo and we'll walk through how a day on your site becomes a record you can rely on.

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