for finance

The chasing done, before finance sits down.

Invoices 30 to 60 days, skipped if they already replied. POs checked before the invoice goes. Remittances matched as they arrive. The pack a field service finance team used to rebuild by hand.

Book a demoSee all 51

a day with centrus

A finance Monday, with the chasing done

The chase, the match and the pack. Finance sees the exceptions, not the whole ledger.

Mon 1st, 07:30

Monthly invoice packs

October's 112 jobs invoiced, and one pack emailed to each client. City Medical's is held while it's on stop.

Every pack sent on the 1st

Read the use case: Monthly client invoice pack built automaticallyWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
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everything for finance

All 51 use cases

Grouped by the part of the work. Search, or narrow the list to the systems you run.

51 use cases

01

New work coming in

1

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

5

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
05

Paperwork and compliance

1

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

31

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

12

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

1

Your best people's answers, available to everyone.

Team use cases

other roles

The rest of the team

The same knowledge and the same systems, asked from a different seat.

questions

Questions about Centrus for finance

Monday invoice chases in your tone, supplier invoices matched to the PO, remittances matched to what they pay and the monthly pack without a morning in Excel. In chat, finance can raise an invoice or check whether an account is on stop before a quote goes out.

No. Before each chase it checks the job system or Xero for the paid status and the inbox for a reply, and skips anyone already in a thread with accounts. Finance sees the list it chased and the ones it left alone.

Xero and Sage Intacct, as well as the invoices in BigChange, Joblogic or Simpro and any spreadsheet you keep. Agents can read and raise invoices in Xero, and read invoices and aged debt in Sage Intacct.

Yes. Draft invoices are checked against the rates and terms in the contract or framework agreement before they go. Anything that doesn't match is corrected with the clause it used, and held for finance to approve.

Only what you choose. Chases usually run on their own once the wording is agreed. Invoice corrections, supplier queries and on-stop holds can each have an Approval step, so finance signs them off from the Runs panel or by email.
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We chase an aged debt list like yours, match a supplier invoice to its PO and check a draft against a contract.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Take the chase off Monday.

Found the chase or the match you need, or does finance do something every month that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing