Fresh Projects for Finance

Track project margins and cash flow for your A&E practice

View fees, invoiced amounts, and costs across every project and stage. We migrate your data and get your team working in days.

 
 

The questions every finance lead asks

 
  • What can we invoice this month, and what remains outstanding or part-paid?

  • Are we funding any jobs right now, and where is cash under pressure?

  • Which projects or clients are losing money, and why?

  • How are we tracking against monthly billing targets?

  • Do we need to hire, or hold back, based on forecast income?


What Fresh Projects delivers for A&E finance teams

Profit Visibility

See fees, billed amounts, payments received, and costs from time and expenses. Spot scope creep, WIP buildup, and cash flow issues while you can still act.

Fee Structures

Price by RIBA stage, mix fixed-fee with time-based work in the same project, add variations as billable stages. Watch margins throughout delivery.

Invoicing

Create invoices from fee schedules or approved time and expenses. Payment status flows back from your accounting system automatically.


How Fresh Projects works for finance teams

 
 
 
  • Live Profitability

    See fees, income, and costs by project, client, stage, and period. Visual signals show where to act and when.

  • Forecasting

    Use weighted income forecasts by project and stage. Compare planned versus actual. Set monthly targets and track performance.

  • Scenario Planning

    Adjust fee timing, probability, or staffing levels and see the impact on margins and cash flow in minutes.

  • WIP Tracking

    For fixed-fee projects, view percentage complete. For time and materials, see unbilled time value ready for invoicing.

  • Invoicing and Integration

    Create invoices from fees or approved timesheets. See payment status update from Xero, QuickBooks, or Sage. Handle credit notes when needed.

  • Reporting and Controls

    Use standard dashboards or Live Sheets in Excel. Build your own pivots and charts, or connect BI tools via our data warehouse. Set permissions by role and lock completed periods.

 
 

" Fresh Projects has highlighted when to hire more staff and when our forecasted income cannot support expansion. A balance we often got wrong before Fresh Projects. "

Peter Stokes - Partner, DHK Architects

 
 

Integrates with your accounting software


FAQ for finance teams

 
  • How quickly can we go live?

    In days. We load your historic projects, timesheets, and invoices so you start with real numbers from day one.

  • How do invoices and payments flow?

    Create invoices from fee schedules or approved time and expenses, and post invoices and expenses to your accounting system. Payment status (paid and part-paid) flows back from your accounting system automatically, so reports always match reality.

  • Can I trust the costs behind project margins?

    Yes. We track historic cost rates, so when salaries increase, your completed projects remain accurate. You control who can update rates and how changes apply going forward.

  • How do we report for the board without a data team?

    Use the standard dashboards or Live Sheets in Excel. Build your own pivots and charts, or connect BI tools like Power BI via our data warehouse.

  • Can we track WIP properly?

    Yes. For fixed-fee work, track progress using percentage complete formulas. For time and materials work, unbilled time value shows exactly what you can invoice right now.

 
 

See project-level insights your accounting software isn’t showing

 
 

Prefer email? Contact us

Already a customer? Email support@freshprojects.co.uk

 

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