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Plexa for Finance Managers

The close stops being

a reconstruction.

Project cost lives in five systems, the ERP is authoritative at company level and silent at project level, and closing the month means rebuilding by hand what the business already knew. In Plexa the commitments, claims and invoices are already in the same data model your forecast reads from.

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Explore Finance & Budget

Finance Managers

ERP Sync, Cost to Complete, Retentions

Commercial Manager Agent

Business Analyst Agent

Finance Managers

ERP Sync, Cost to Complete, Retentions

Commercial Manager Agent

Business Analyst Agent

Finance Managers

ERP Sync, Cost to Complete, Retentions

Commercial Manager Agent

Business Analyst Agent

THE FORTNIGHT THAT DISAPPEARS

You are reconciling systems, not managing money.

The ERP is authoritative at company level and silent at project level, so closing the month means rebuilding by hand what the business already knew.

The ERP cannot see a project.

It closes the company accurately and tells you nothing about where Stage 2 actually sits. So project truth lives in spreadsheets, and the spreadsheets are the thing you defend at the board meeting.

Company level · Project level

Silent

The ERP closes the company
it says nothing about where Stage 2 sits.

The forecast is as old as the last update.

Commitments raised in procurement do not reach the budget on their own. Cost to complete is only current on the day someone rebuilt it.

Cost to complete

Live

in Plexa

Stale

today

Current only on the day someone rebuilt it by hand.

Exposure nobody has added up.

Retentions sit across dozens of subcontracts with their own release dates. The total is knowable, but only after someone spends a day building the register.

Retention register

1 day

To build the register by hand, across every subcontract.

Statutory deadlines running in the background.

Payment schedules under Security of Payment have dates attached to them, and the consequence of missing one is not a late report, it is a liability.

Security of Payment

Liability

Missing a scheduled date is not a late report it is a liability.

The numbers tie because they never came apart.

Project level cost, commitments and cash flow in Plexa, company level accounting in your ERP,
synced rather than re-keyed. Plexa does not replace your ERP.

One ledger, two altitudes.

Project level cost, commitments and cash flow in Plexa, company level accounting in your ERP, synced rather than re-keyed. Plexa feeds Xero, MYOB, Sage Intacct, Oracle NetSuite, Jobpac and Cheops.

Cost to complete as a view.

Commitments that arrive on their own.

Retention exposure, already totalled.

AI reads the invoice.

One ledger, two altitudes.

Project level cost, commitments and cash flow in Plexa, company level accounting in your ERP, synced rather than re-keyed. Plexa feeds Xero, MYOB, Sage Intacct, Oracle NetSuite, Jobpac and Cheops.

Cost to complete as a view.

Commitments that arrive on their own.

Retention exposure, already totalled.

AI reads the invoice.

One ledger, two altitudes.

Project level cost, commitments and cash flow in Plexa, company level accounting in your ERP, synced rather than re-keyed. Plexa feeds Xero, MYOB, Sage Intacct, Oracle NetSuite, Jobpac and Cheops.

Cost to complete as a view.

Commitments that arrive on their own.

Retention exposure, already totalled.

AI reads the invoice.

Each of these connects live in your account today, synced automatically as invoices and commitments land.

See how ERP Sync works

meet YOUR AGENT

Commercial Manager.

Variations, subcontracts, invoices and where the money went, ranked by exposure rather than by date.

Every figure is labelled committed, incurred or forecast, and carries its project and period. It will not call something approved unless the record says it is.

Commercial Manager Agent

Plexa AI, included on every module

What is our total retention exposure by project, and what releases this quarter?

Which projects moved against budget this month, and what drove the movement?

Show me every commitment raised but not yet reflected in the forecast.

The guarantee. Every figure is labelled committed, incurred or forecast — it will not call something approved unless the record says it is.

Pairs with Business Analyst for the portfolio shape of the same question, which is what the board pack needs.

meet YOUR AGENT

Commercial Manager.

Variations, subcontracts, invoices and where the money went, ranked by exposure rather than by date.

Every figure is labelled committed, incurred or forecast, and carries its project and period. It will not call something approved unless the record says it is.

Commercial Manager Agent

Plexa AI, included on every module

What is our total retention exposure by project, and what releases this quarter?

Which projects moved against budget this month, and what drove the movement?

Show me every commitment raised but not yet reflected in the forecast.

The guarantee. Every figure is labelled committed, incurred or forecast — it will not call something approved unless the record says it is.

Pairs with Business Analyst for the portfolio shape of the same question, which is what the board pack needs.

Let’s build a better way to manage your projects

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Let’s build a better way to manage your projects

Request a demo

Plexa MCP

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FAQ

Quick answers: everything you need to know about Plexa for finance managers

Does Plexa replace our ERP?

How do we know the two will tie out?

Can we close the month in Plexa before the ERP is updated?

What about WIP and revenue recognition?

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