All features
COMPLIANCE
Client money safeguards
The client money guard measures every works award and bill approval against the client funds actually held for that site, before the commitment is made.
The live position shows client funds held, unpaid bills, spend awaiting approval, work instructed but not yet billed, and the headroom left. Run the guard in warn mode to surface the position at the point of commitment, or block mode to stop overcommitment outright, with per site overrides where you need them. It works alongside personal authorisation limits and the shared accounts discipline of keeping each site identifiable within pooled client accounts.
- Live position per site
- Warn or block before commitment
- Works awards and bills both guarded
- Headroom always visible
- Per site overrides
- Works with authorisation limits
See it working on your own portfolio
Bring a real block to the demo and we will run your numbers through it live.