Financial reporting

Financial reporting software for construction

Bring project costs, committed spend and commercial insight into one place, with clear, consistent financial reporting across every project, so the numbers are ready when you need them.

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What you get

Everything in one place

Reporting across projects

Costs, commitments and margin reported consistently across every project, not rebuilt each month.

Live financial picture

Reports draw on live data, so the numbers reflect where projects actually are.

Committed vs actual

See budgeted, committed and actual spend together, with forecast margin per project.

Compliance reporting

Financial and compliance reporting in one place, ready for clients, auditors and boards.

Export and share

Produce the report you need and share it, without stitching spreadsheets together.

Role-based access

Permissions by role, so financial detail stays with the people who need it.

Live numbers

Consistent financial reporting across projects

Financial reporting software gives construction teams project costs, committed spend and margin in one place, reported consistently across every project. The numbers draw on live data, so reports reflect where projects actually are.

Budgeted, committed and actual spend together
Forecast margin on every project
Consistent reports, not rebuilt each month
app.syncsoftware.uk/projects/hqck?tabview=cvr
Dashboard
Customers
Trade Partners
Projects
Credentials
Engineers
Purchase Orders
Health & Safety
Customer Invoices
Team
Account
Config Settings
Linked Portals
Notifications 12
Profile
Help
Projects
HQCK-Colchester-Design & Planning
Share projectUpdate statusEdit project
SummaryOverviewFinancialsComplianceDocuments
CVRCustomer financialsTrade partner financials
CVR CommercialFinancial
Customer valueView ›
£186,400.00
From customer orders · Originally £181,250.00
Forecast final costView ›
£158,100.00
Committed + package forecasts · Originally £152,400.00
MarginView ›
15.18%
£28,300.00
Cost position
Committed£112,640.00
Remaining£45,460.00
Invoiced£71,380.00
Margin movementView ›
−1.22 pts−£2,274.08
Apr
May
Jun
Jul
Aug
Sep
CVR Line Items Add line item
Margin, live
From orders, POs and invoices
Financial view

Revenue, cost and profit to date on every job

Switch any project CVR to its Financial view to see revenue invoiced, actual cost from processed supplier invoices and profit to date, next to the commercial forecast. The same numbers, read the way your finance team reads them.

Revenue invoiced and % of value billed
Actual cost from supplier invoices
Profit to date alongside forecast margin
See the Financial view
app.syncsoftware.uk/projects/hqck?tabview=cvr
Dashboard
Customers
Trade Partners
Projects
Credentials
Engineers
Purchase Orders
Health & Safety
Customer Invoices
Team
Account
Config Settings
Linked Portals
Notifications 12
Profile
Help
Projects
HQCK-Colchester-Design & Planning
Share projectUpdate statusEdit project
SummaryOverviewFinancialsComplianceDocuments
CVRCustomer financialsTrade partner financials
CVR CommercialFinancial
Revenue invoiced
£98,200.00
52.68% of customer value billed
Actual cost
£71,380.00
Supplier invoices processed
Profit (to date)
£26,820.00
Revenue invoiced − actual cost
Cost position
Committed£112,640.00
Remaining£45,460.00
Invoiced£71,380.00
Margin movementView ›
−1.22 pts−£2,274.08
Apr
May
Jun
Jul
Aug
Sep
CVR Line Items Add line item
Profit to date
Revenue invoiced less actual cost
Who it's for

Built for every role on the job

Commercial teams & QSs

Consistent financial reporting across every project, from live data.

Finance teams

Committed and actual spend reported together, ready for the board.

Directors & owners

Margin and cost across the business in one view.

Project managers

See the financial picture of each project without chasing finance.

General contractors

One consistent way of reporting cost across every job.

How it works

Set up in minutes

1

Connect your projects

Costs and commitments flow in from the projects you already run in Sync.

2

Reporting stays live

Reports draw on current data, so they reflect where projects actually stand.

3

Export and share

Produce the report you need for clients, auditors or the board in a few clicks.

Frequently asked questions

They show the same project data through two lenses. The commercial view shows customer value, forecast final cost and margin. The financial view shows revenue invoiced, actual cost from supplier invoices and profit to date.

Sync integrates with Access Financials. Where your company uses it, raised purchase orders sync to Access automatically, and the PO shows the sync status.

Financial reporting software gives construction firms one place to report project costs, committed spend and margin consistently across every project, drawing on live data, instead of rebuilding reports from spreadsheets each month.

Yes. Budgeted, committed and actual spend are shown together with forecast margin per project, so the commercial picture is always current.

Yes. Financial and compliance reporting sit in one place, so the report a client, auditor or board asks for is already assembled.

Yes. You can produce the report you need and share it in a few clicks, without stitching spreadsheets together.

Access is role-based, so financial detail stays with the commercial, finance and leadership people who need it.

Explore more

Related tools in the platform

Cost tracking

Construction cost tracking software for contractors

Track project costs, purchase orders and spend as it happens, with live cost value reconciliation, so UK construction teams keep financial control and catch overruns early.

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Reporting

Construction reporting software

Bring cost, compliance and performance reporting into one place, with accurate, real-time reports drawn from live site and office activity, so the numbers are always current.

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Budget management

Budget management software for construction

Manage project budgets, commitments and purchase orders in one place, with live cost value reconciliation, so you protect margin from first quote to final invoice.

Learn more
Find your Sync

Which Sync is right for you?

This feature lives inside the platform built for how you work. Pick your starting point.

Main Contractor

Run every project, supplier and cost from one place.

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Customer Portal

Give clients live visibility and online sign-offs.

Explore

Subcontractor

Stay compliant and connected across every project.

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Sync Lite

Jobs, quotes and invoices for sole traders and small crews.

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Ready to see it on your projects?

Start free in minutes, or book a demo with our UK-based team.

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