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Financial control

Understand the numbers and what needs checking.

Connected financial reporting for construction businesses. Review revenue, recorded costs, receivables and cash records with their source, period and next action.

Open the region behind the group figures.

Move from a group summary into a regional view of revenue, costs and outstanding invoices. Keep the period and source basis visible.

Financial controlWorkflow
Financial control

Open the group figures, then a single region. Revenue, costs, margin and receivables are shown with the work that needs attention.

Group finances → regional detail → actions
Group finances → regional detail → actions · Illustrative example

Turn overdue invoices into a review list.

Age receivables using invoice due dates, then put the balance and customer context beside the next action.

  • Exclude paid and credited amounts.
  • Review disputes before preparing a reminder.
Receivables to reviewWorkflow
Receivables to review

Age receivables using invoice due dates, then put the balance and customer context beside the next action.

No payment recorded • Check customer correspondence before chasing
Illustrative workflow • Source records and approvals stay visible

Keep recorded cash separate from money owed.

Show bank balances with their reporting timestamp. An invoice due next month is not cash in the bank today.

  • Show the last available account data.
  • Keep unreconciled items visible to accounts.
Recorded cash positionWorkflow
Recorded cash position

Show bank balances with their reporting timestamp. An invoice due next month is not cash in the bank today.

Not a real-time bank feed • Check reconciliation status
Illustrative workflow • Source records and approvals stay visible

Check a movement against the accounts.

Compare consistent periods and categories. Open the source records behind a difference before treating it as a business trend.

  • Keep tax basis and reporting periods aligned.
  • Flag mapping or refresh gaps instead of explaining them away.
Monthly revenue comparisonWorkflow
Monthly revenue comparison

Compare consistent periods and categories. Open the source records behind a difference before treating it as a business trend.

Open invoices and credits • Check timing before drawing a conclusion
Illustrative workflow • Source records and approvals stay visible

Start with the tools you already use.

Your accounting system, job software and supported reporting connections. Xero access and reporting scopes are verified for each organisation.

What we check before building

Authorised accounting organisations, consistent account mapping, periods, tax basis and reconciliation rules.

These are illustrative workflows, not a ready-made platform or live client results. We agree the supported connections, approval points and acceptance tests before implementation.

Find where your business
loses time and money.

Talk us through your tools and where work gets held up. A Systems Review helps identify the connections, workflows and priorities worth exploring.

Book a Systems Review

Questions about delivery

Can you show cash balances from Xero?

We verify the available bank or reporting endpoints and permissions for each organisation. Any balance is labelled with its source and timestamp, not presented as a guaranteed live bank balance.

Can you combine several accounting organisations?

Yes where access and comparable account mappings can be established. Intercompany activity and consolidation rules require explicit treatment.

Will this replace our accountant or accounting software?

No. It brings management information together and helps identify items to review. Accounting decisions and records remain under your approved controls.

How fresh will the figures be?

Refresh depends on the vendor API, supported events, rate limits and source processing. The view shows the latest successful refresh and any failed sync.

Can overdue invoices trigger reminders?

They can create tasks or prepared reminders under agreed rules. Disputes, credits and approvals must be checked before sending.

How do you avoid misleading comparisons?

We align periods, tax basis and categories, reconcile sample records and label incomplete data or estimates.