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We empower mid-sized construction and long-term contract companies with the financial tools, strategic expertise, and client-facing transparency typically reserved for large enterprises.
Our comprehensive financial service, utilizing our pre-configured Microsoft Dynamics 365 Finance Business Management Software, delivers precision, efficiency, and stakeholder trust, enabling you to ensure that your projects stay on budget, cash flow remains robust, and clients are engaged.
Key Benefits
Enterprise Functionality for Mid-Sized Firms: Access the robust features for job costing, AIA billing, forecasting, and client portals without the complexity, costs, or training required for large-scale Business Management Software systems.
Cost-Effective Solution: Our service eliminates the need for in-house financial teams or expensive ERP implementations, saving mid-sized firms time and resources.
Project Management Control: Your project manager can create and update project budgets, schedules, change orders, purchase orders, and vendor collaboration directly within our configured software with minimal training required.
AIA-Style Progress Billing: Process invoicing with best practices using standardized AIA-style billing (e.g., G702 and G703), ensuring compliance and accelerating payment cycles.
Client Portal and Dashboard: Provide your clients (project owners or stakeholders) with a portal to track contracts, change orders, project schedules, allowances and selections, billing, and payment status, enhancing transparency and trust.
*Important Note: We do not offer Microsoft Dynamics 365 Finance as a standalone implementation service. Our platform, including the client portal and dashboard, is available exclusively as part of our comprehensive financial service, pre-configured to deliver enterprise-level functionality for mid-sized construction and contract companies without the overhead of large-scale ERP management.
Your Project Managers will utilize Advanced Project Management Functionality to manage construction and contract projects effectively with minimal learning curve.
Enhance client engagement and transparency with a portal for your clients (e.g., project owners, stakeholders) to track and approve.
Our Financial Service acts as a strategic partner for mid-sized construction and contract companies.
Discovery: We assess your firm’s financial, forecasting, project management, client billing, and client transparency needs.
Configuration Review: We map your business requirements to our financial service, including AIA-style billing, PM access for budget and change order management, cash flow forecasting, and the client portal for stakeholder tracking and approvals.
Onboarding: We integrate your data and train your team as part of our financial service.
Ongoing Support: We provide financial service, reporting, and forecasting based on your project management data.
Contact us to schedule a consultation and discover how our comprehensive financial service delivers enterprise functionality with best practices, without the costs and complexity of large-scale system implementations.
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