Departments / Finance

Finance & Billing

From quote to cash, all in the one system

Quote, invoice, claim, cost jobs and export to your accountant — without retyping anything between systems — because finance sits on top of the same data as delivery, rostering and projects.

What you get

Quotes & invoices

Raise quotes and invoices (deposit, progress, final), take card on a public pay page, and chase with automated follow-ups.

Job & project costing

See cost vs charge on every job and project in real time, not at year end.

Claiming

NDIS bulk payment requests and major-client labour-hire claims (BMA/BHP-style) with portal-matched exports.

Purchase orders & expenses

POs to suppliers and staff expense claims that post straight to job cost and the ledger.

Payroll export

Award-interpreted, Xero-ready payroll export with a payroll register and salary reconciliation.

Export hub

One place to pull clean financial exports for your accountant or auditor.

How Finance & Billing connects to the rest

This is the difference between a point tool and a platform. Finance doesn't live in a silo — it shares the same data as everything else you run.

Rostering: Costed shifts and timesheets flow straight into payroll and job cost.

Projects: Job costing draws from the same jobs, POs and timesheets your crews use.

NDIS: Delivered supports become claims without re-entry.

Sales & CRM: A won deal becomes a quote, then an invoice, then cash.

One login. Every department. No silos.

Start with Finance and switch on the rest as you grow — it's all the same platform, your data already connected.