Unite Finance & Delivery to
Simplify Project Financial Management
See benefits for →
Finance Team
CFOs, Controllers & FP&A Teams
Accurate, On-Demand Revenue, Cost, and Margin Forecasts ⚡️
Keep estimate-to-complete (ETC) and estimate-at-completion (EAC) data current without toiling through spreadsheets or stressful quarterly ETC processes.
Invoice Validation & Accuracy ✅
Reduce invoice rejections by 95%. Check against SpendPlan to catch errors before they reach clients.
Streamlined Budget Development ⚙️
Replace high-level assumptions with project-level data to develop accurate budgets and indirect rates.
Real-Time Revenue Recognition 🧮
Automatically calculate recognized revenue as well as revenue versus billings differentials.
Pricing Optimization 💸
Derive bid pricing according to execution plans, and leverage what-if analyses to develop optimum bids.
Audit Support 🔍
Access detailed project financials instantly for auditor questions and requirements.
And Much More… ✨
Workshare compliance, vendor cost accrual, true-up support for cost plus contracts, various types of reporting… the list goes on.
Stop chasing data and managing spreadsheets — focus on strategy & analysis instead. 📊
Automatically aggregate financials across projects, portfolios, and enterprise. Perform what-if scenarios in minutes instead of days. Double your project controller productivity and dramatically increase capacity. With your actuals and forecasts synced in one system, free your finance team to focus on analysis rather than maintenance.
Delivery Team
Project & Program Managers, P&L Owners
Rapid What-If Analysis & Scenario Planning 🔮
SpendPlan will show you the latest project financials and help you run what-if analyses in minutes, not days. Test different approaches, see the financial implications, and identify optimal execution strategies.
Identify Profit Levers 💡 & Exceed Margin Expectations 📈
Project leads using SpendPlan have improved net margins by 3 points on average. Armed with access to real-time financial insight, delivery teams can track key metrics, spot profit opportunities that others miss, and avoid surprises at closeout.
User-Friendly Project Financials 😊
No need to dig through spreadsheets or complex ERP modules — SpendPlan lets you track evolving revenue, cost, and margin estimates throughout project lifecycles.
Execute Smarter with Data-Driven Decisions 🎯
With live financial context, delivery leads get to answers quickly, spot and resolve issues early, make faster decisions, and keep projects running smoothly.
Forecast Utilization & Capacity 📆
See what each team member is working on, how their time is split across projects, and how much capacity they have left — now and into the future.
Automated Compliance Monitoring ⚠️
Track funds thresholds, manage workshare agreements, and monitor budget variances. SpendPlan gives you the visibility to identify and address issues proactively.
Portfolio-Level Visibility 👀
Get the latest updates across your entire portfolio. See project and program financial performance roll up automatically — all in one place.
SpendPlan Bridges the Gap Between Finance & Delivery
When finance and delivery teams operate in silos, margins suffer because no one has the full financial picture.
While most vendors talk about visibility and collaboration, we deliver it by bringing both teams on the same page, using the same live data. This is what sets SpendPlan apart — a single, unified platform that builds alignment on every project from start to end.
SpendPlan is built for P&L owners and finance teams ready to leverage real-time financial insight to plan and execute proactively.
Real Results From Firms Using SpendPlan
Minimum 4x
Return on Investment
2.5x
FP&A Productivity
+3 points
Avg. net margin increase
Minutes
Scenario Analysis Time
Ready to Transform Your Project Financial Management?
Join leading project-based firms who trust SpendPlan to optimize their margins and streamline financial operations.