{"id":1061,"date":"2018-08-04T04:07:08","date_gmt":"2018-08-04T04:07:08","guid":{"rendered":"https:\/\/sitesurge.com\/?page_id=1061"},"modified":"2026-05-01T06:32:23","modified_gmt":"2026-05-01T06:32:23","slug":"financial-management-software","status":"publish","type":"page","link":"https:\/\/sitemate.com\/uk\/financial\/financial-project-management-software\/","title":{"rendered":"FUNCTION OVERVIEW &#8211; Finance"},"content":{"rendered":"<h1>Save money &amp; deliver projects on budget<\/h1>\n\t<p>Streamline cost and resource tracking and automate financial data aggregation to get real-time financial records and insights<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t<p>Trusted by over 250,000 people from built-world companies of all sizes<\/p>\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/NHS-black-logo.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-51.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~10,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/ABB-Black-logo.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~100,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-20.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-45.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~20 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-53.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~50 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Avondale-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~20 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-55.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~300 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-56.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~10 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-27.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~35,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-49.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~1,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-25.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~5,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Guinness-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~5,000 employees<\/p>\n<p>\n\n\t\n\n\n\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/10\/Hitachi-dark.svg\" loading=\"lazy\" \/>\n\n\t\n\n\n\n<\/p>\n<p>~30,000 employees<\/p>\n<p>\n\n\t<h2>Make all of your financial records, forecasts &amp; outcomes more accurate<\/h2>\n\t<h3>Timesheets<\/h3>\n\t<p>Streamline the completion &amp; recording of those all important timesheets<\/p>\n\t\t\t<a href=\"#permits\"  target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t<h3>Dockets<\/h3>\n\t<p>Record work completed between parties more accurately and more reliably<\/p>\n\t\t\t<a href=\"#swms\"  target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t<h3>Purchase requests<\/h3>\n\t<p>Approve purchases faster &amp; more seamlessly<\/p>\n\t\t\t<a href=\"#inductions\"  target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t<h3>Project costing<\/h3>\n\t<p>Summarise and analyse project costs more effectively to stay on time and budget<\/p>\n\t\t\t<a href=\"#toolbox\"  target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t<h3>Planned vs. actual costings<\/h3>\n\t<p>Track real-time costs planned vs. actuals and save those project headaches<\/p>\n\t\t\t<a href=\"#checklists\"  target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t<h3>TIMESHEET APP + SOFTWARE<\/h3>\n\t<h2>Make timesheets easy to fill out from anywhere, easy to reconcile, and easy to manage<\/h2>\n      <p>Templates &#038; photos<\/p>   \n   <p>Use a standardised digital timesheet which your employees can easily complete and submit from their computer in the office or mobile or tablet on site<\/p>\n      <p>Workflows<\/p>   \n   <p>Setup automated and custom timesheet approval workflows so nothing gets missed or entered wrongly<\/p>\n      <p>Integrations<\/p>  \n   <p>Use Dashpivot with your existing financial tools to streamline your financial management further<\/p>\n      <p>Analytics<\/p>  \n   <p>Automate dashboards show labour hours worked by particular individuals, teams and projects<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/financial\/timesheet-app-software\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more \u2192\n\t\t\t\t\t<\/a>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-126.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Workflow_Timesheet.svg\" loading=\"lazy\" \/> \n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/20-11-11-Integrations-and-features-03-1.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-185.svg\" loading=\"lazy\" \/>\n\t<h3>DOCKET MANAGEMENT SOFTWARE<\/h3>\n\t<h2>Better track and record the work between parties so you have full traceability and accountability<\/h2>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-123.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Workflow_Hold_Point.svg\" loading=\"lazy\" \/> \n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-183.svg\" loading=\"lazy\" \/>\n      <p>Templates<\/p>   \n   <p>Digital dockets can&#8217;t ever get lost, are stored securely forever, and can be digitally signed off by any party in the field &#8211; while you can also add photo proof to your forms<\/p>\n      <p>Workflows<\/p>   \n   <p>Setup automated workflows between internal or external parties so dockets and docket approvals always follow the right procedure<\/p>\n      <p>Analytics<\/p>   \n   <p>Get aggregated data and insights on your dockets and other information<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/financial\/delivery-docket-app\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more \u2192\n\t\t\t\t\t<\/a>\n\t<h3>PURCHASE REQUEST SOFTWARE<\/h3>\n\t<h2>Make your clients happier by delivering more compliant, higher quality assets<\/h2>\n      <p>Templates<\/p>   \n   <p>Easy-to-setup visual workflows enable purchase requests to flow seamlessly from person-to-person &#8211; with the required authoriser receiving notifcations for digital signoff <\/p>\n      <p>Photos<\/p>   \n   <p>Attach and record photos of goods as they arrive on site and sign off on the purchase with the required parties instantly<\/p>\n      <p>Analytics<\/p>   \n   <p>See closed and outstanding purchase requests in visual charts and graphs &#8211; and find new insights by automating order data by cost codes and other parameters<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/?referrer=www.google.com&#038;ref=\/software\/dashpivot\/demo\/commercial\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo \u2192\n\t\t\t\t\t<\/a>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-124.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Div-Checkboxes-18.svg\" loading=\"lazy\" \/> \n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-184.svg\" loading=\"lazy\" \/>\n\t<h2>Your ideal financial processes, instantly<\/h2>\n\t<p>Almost any financial process can be run in the softwares smart digital format<\/p>\n<p>Any timesheet or finance document or procedure you currently run with Word, Excel, PDF or other apps can be converted into the system automatically, created in the system with simple drag-and-drop, or chosen from our free library of best practice finance templates<\/p>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/20-11-11-Integrations-and-features-07-2-1.svg\" loading=\"lazy\" \/>\n\t<h3>PROJECT COSTING SOFTWARE<\/h3>\n\t<h2>Get proper summaries and more standardised daily cost data from plant, labour, equipment, materials and more<\/h2>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-125.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Frame-56.svg\" loading=\"lazy\" \/> \n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-186.svg\" loading=\"lazy\" \/>\n      <p>Templates<\/p>   \n   <p>Simply toggle to register view to see a database of all of your cost data, which is automated through the collection of data via digital forms connected to every layer of the software<\/p>\n      <p>Registers<\/p>   \n   <p>Get automated registers which can be filtered for specific projects, items, cost codes and more<\/p>\n      <p>Analytics<\/p>  \n   <p>Automate the creation of daily cost charts &#8211; and then filter and pivot them by expense type to see exactly what&#8217;s happening and where money is being spent and lost<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/finance\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo \u2192\n\t\t\t\t\t<\/a>\n\t<h3>PLANNED VS ACTUAL CHARTS &#038; DASHBOARDS<\/h3>\n\t<h2>Projects don&#8217;t always (ever) go to plan. Find out exactly where and why your projects are running late or over budget, so that you can make changes and bring them back on track quickly<\/h2>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-134.svg\" loading=\"lazy\" \/>\n  <img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/12\/Frame-183.svg\" loading=\"lazy\" \/> \n      <p>Forms and workflows<\/p>   \n   <p>Digital forms are completed on site or in the office &#8211; via mobile, tablet or computer &#8211; to ensure data is accurate and standardised to make automating analytics possible<\/p>\n      <p>Analytics<\/p>   \n   <p>Build bar charts and s-curve charts at the click of a button, because all the data is being automatically extracted from digital forms completed in the office or on site<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/finance\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more \u2192\n\t\t\t\t\t<\/a>\n\t<h2>Affordable integrations with your other financial systems<\/h2>\n\t<p>We know that no single software can do everything, which is why integrations are so important.<\/p>\n<p>Connect the cost and financial data captured via the software to your Finance, Accounting and general Business Intelligence softwares with ease, to automate the transfer of data and eliminate errors.<\/p>\n<p>We have off-the-shelf integrations with Xero, Quickbooks, Sharepoint, Excel, PowerBI and more, and can connect to any software via Open API.<\/p>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=dayworks-sheets-app&#038;templateId=5d38ea785b581f1f9f236e06\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2025\/02\/Flowsite-3-3-2.svg\" loading=\"lazy\" \/>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/Frame-80.svg\" loading=\"lazy\" \/>\n\t<h2>Digitise more of your critical processes and procedures<\/h2>\n\t<p>Dashpivot is a truly integrated management which can handle many of your financial management tasks and processes, as well as safety, quality, commercial and other functions and paperwork.<\/p>\n<p>Consolidate all your information and bring your workforce together into one management system.<\/p>\n\t<h2>Start easily streamlining your field and project finances today<\/h2>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=function-financial\" target=\"_self\" rel=\"noopener\">\n\t\t\t\t\t\t\tTry it for free \u2192\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/uk\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch a demo\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2020\/11\/20-11-11-User-pair-37-1-1.svg\" loading=\"lazy\" \/>","protected":false},"excerpt":{"rendered":"<p>Save money &amp; deliver projects on budget Streamline cost and resource tracking and automate financial data aggregation to get real-time financial records and insights Try it for free Trusted by over 250,000 people from built-world companies of all sizes Make all of your financial records, forecasts &amp; outcomes more accurate Timesheets Streamline the completion &amp;&hellip;<\/p>","protected":false},"author":2,"featured_media":20208,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"industry":[],"product":[],"region":[],"system":[],"content_type":[],"class_list":["post-1061","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"custom_permalink":"financial\/financial-project-management-software","_links":{"self":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages\/1061","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/comments?post=1061"}],"version-history":[{"count":0,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/pages\/1061\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/media\/20208"}],"wp:attachment":[{"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/media?parent=1061"}],"wp:term":[{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/industry?post=1061"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/product?post=1061"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/region?post=1061"},{"taxonomy":"system","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/system?post=1061"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/sitemate.com\/uk\/wp-json\/wp\/v2\/content_type?post=1061"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}