ERP software that follows every project from first estimate to final invoice
One system for budgets, purchasing, stock, people, cost and billing, so every project shows its true position every day, not at month end.
Most businesses do not have an ERP problem. They have a visibility problem. Budgets live in one spreadsheet, purchase orders in another, timesheets in email and invoices in the accounting package. By the time anyone pulls it together, the project has already overrun.
Our ERP is designed around the project life cycle, because that is how most of our clients make money. A project, contract or job is the backbone of the system. Every purchase order, stock issue, timesheet hour, expense claim and invoice is tagged to it automatically, so cost and margin are always current.
What changes on day one:
- Project managers see committed cost, actual cost and forecast to complete on one screen.
- Finance stops chasing coding. Transactions arrive already allocated to the right project, cost centre and ledger.
- Directors receive a scheduled email each Monday with project margin, cash position and exceptions that need a decision.
The ERP is modular. Start with the modules you need now (for many clients that is projects, procurement and finance) and switch on inventory, payroll, HR, CRM or asset management when you are ready. Everything shares one database, one set of users and one audit trail.
Choose a ready-to-use configuration that can be live in as little as 24 hours, or a bespoke build shaped around how your organisation actually works.
ERP modules across the project life cycle
What is included as standard, with every module configurable to your policies.
- Opportunity and estimatingBuild estimates from rate cards and bills of quantity, then convert the winning bid straight into a project budget.
- Project budgeting and baselinesBudget by phase, work package and cost code, with approved change orders tracked against the original baseline.
- Procurement linked to projectsRequisitions, quotes, purchase orders and goods received notes all tagged to the project and checked against remaining budget.
- Inventory and warehouseMulti-location stock, batch and serial tracking, reorder levels, stock issues to projects and valuation by FIFO or weighted average.
- Timesheets and resource planningStaff book time to tasks from web or mobile. Costs flow to the project at loaded rates and billable hours flow to invoicing.
- Milestones and progress billingBill on milestones, percentage complete, time and materials or retention, with automatic invoice drafts when a milestone is signed off.
- Subcontractor managementSubcontract orders, valuations, retentions and payment certificates with full history.
- Asset and equipment trackingRegister, assign and depreciate equipment, and charge usage to projects.
- Integrated financeGeneral ledger, payables, receivables, bank and fixed assets in the same database, so there is no double entry.
- Approval workflowsConfigurable limits by role, value and project. Approvals by email or mobile with a full audit trail.
- Document controlAttach contracts, drawings, delivery notes and certificates to the transaction they support.
- Project close-outFinal account, lessons learned, warranty tracking and archive, with the full cost history kept for future estimating.
How the project life cycle flows through the ERP
- Initiate. An opportunity becomes an estimate. When the client accepts, the estimate converts into a project with a budget, a schedule and a team.
- Plan. Work packages, milestones and resource plans are set. The system reserves stock and flags long-lead purchases.
- Execute. Purchases, stock issues, timesheets and expenses post against the project in real time. Budget checks stop overspends before they happen, not after.
- Monitor. Earned value, cost variance, schedule variance and cash flow update continuously. Exceptions trigger alerts to the project manager and finance.
- Bill and collect. Progress invoices and retentions are raised from approved milestones and tracked through to cash.
- Close. The final account is agreed, retentions are released and the actual cost data feeds the next estimate.
Because every step writes to the same ledger, the project report and the management accounts always agree.
Built for how your teams actually work
Site supervisors and field staff use the mobile app to raise requisitions, receive goods, log time and capture photos, even with weak connectivity. Office teams work in the browser. Directors get dashboards and scheduled emails. Nobody needs to learn a different system to do their part of the job.
The ERP integrates with banks, payment gateways, tax portals, e-invoicing services, Microsoft 365, Google Workspace and existing software through REST APIs and secure file exchange.
Reports and automated email reporting
Reports run on schedule and land in the right inboxes as PDF or Excel, with live dashboards for anyone who needs the detail.
- Project profitabilityBudget, committed, actual and forecast cost by project, phase and cost code, with margin at each level.
- Earned value and varianceCost performance and schedule performance indices with trend charts.
- Cash flow forecastExpected receipts and payments by week, built from billing schedules and open purchase orders.
- Weekly director pack by emailA PDF and Excel pack sent automatically every Monday at 07:00 to the people you choose.
- Procurement and stock exceptionsLate deliveries, price variances, stock below reorder level and items issued above budget.
- Timesheet complianceMissing or late timesheets, overtime and utilisation by person and team.
- Work in progress and accrualsUnbilled work, deferred revenue and accrued cost for month-end close.
Questions about erp software
Can the ERP handle more than one company or currency?
Yes. You can run several legal entities with intercompany transactions, consolidated reporting and multi-currency projects, with exchange rates updated daily.
How long does an ERP implementation take?
A ready-to-use configuration for projects, procurement and finance can be live in as little as 24 hours once your chart of accounts and opening balances are ready. Larger multi-site rollouts with data migration typically take four to twelve weeks.
Can we migrate data from our current system?
Yes. We migrate masters (customers, suppliers, items, projects), open transactions and opening balances from spreadsheets or other systems, and reconcile them with your finance team before go-live.
Does the ERP work on mobile?
Yes. The web app is fully responsive, and native Android and iOS apps support offline capture for requisitions, goods received, timesheets and approvals.
Works well with
Procurement and operations
Requisition to payment: quotes, purchase orders, approvals, goods received, three-way match, vendor and contract management.
Learn moreFinance and accounting
General ledger, payables, receivables, bank reconciliation, assets, budgets, consolidation and scheduled financial reports.
Learn morePayroll software
Automated payroll with payslip generation and email delivery, statutory deductions, approvals, bank files and reports.
Learn moreReady to put the right software to work?
Tell us how your business runs today. We will show you what can be live this week, and what a bespoke build would look like.