Financial
Integrated Financial and Project Lifecycle Management
Smarter Lease Management with Powerful Accounting & Mapping Tools
SiteFusion is a powerful financial and operational management platform designed to give businesses real-time insight and control over
project-based cash flow and financial transactions. Supporting both cash and accrual accounting methods simultaneously, SiteFusion streamlines the
entire financial lifecycle—from project creation through task execution, billing, payment, and final closeout.
- Customizable Lists: View records in customizable list views with drag-and-drop column control.
- Advanced Filtering: Easily locate specific records with multi-column filtering.
SiteFusion provides a streamlined, intelligent framework for managing the financial backbone of project-driven organizations—combining automation, clarity, and precision for optimized decision-making and operational efficiency.
Comprehensive Financial Tracking
- Dual-Basis Accounting: Track income and expenses in real-time using either cash or accrual basis.
- Lifecycle Management: Monitor cash flow through every project stage—from creation to closeout.
- Granular Tracking: Financial activity is tracked by:
- Project and project group
- Task and account
- Project type
- Customer and vendor
Task-Linked Income and Expense Control
- Permanence of Methods: Enforces early association of income/expenses to tasks upon project creation.
- Automation: Income and expenses are automatically queued for billing or payment when tasks are marked complete by project managers.
Duplication and Template Tools
- Flexible Duplication: Use copy/paste or batch duplication across project groups while maintaining unique associations.
- Template System: Turn records into templates for rapid income/expense generation, ensuring consistency and control.
Drag-and-Drop Document Processing
- Smart Matching: Drag and drop purchase orders and invoices into the SiteFusion screen for automatic recognition, attachment, and process advancement.
- Automated Data Capture: Purchase order/invoice numbers and contacts are automatically detected and recorded.
Document and File Management
- Attachments: Easily attach customer POs and vendor invoices directly to financial records.
- Document Creation: Generate new invoices, POs, and statements using editable templates created through SiteFusion's integrated reporting tools.
- Centralized Document Control: Ensure consistency and access across your organization.
Insightful Financial Charts
- Visualize data across multiple dimensions with built-in charts including:
- Revenue and expenses by account
- Revenue forecasts tied to task completion
- Open receivables and 12-month billing history
- Revenue and expenses by project type and task
- Gain strategic insights into performance trends and growth opportunities.
