Financial Management
Managing finances can feel like a daunting task, with invoicing, rates, and payroll competing for your attention. Teamleaf makes it easy, bringing accurate timesheets, automated invoicing, and seamless accounting integrations together in one place, helping you reduce WIP, stay on top of credit control, and get paid faster.
Get a Clear Picture of your Finances
Get Full Control of Your Finances
From Job Done to Cash In
Stop chasing unpaid work and unravelling spreadsheets with Teamleaf. From the moment a job is signed off, rates, invoicing, and credit control run automatically, so your WIP stays low and your cash flow stays healthy.
Invoice the finished work today and £21,400 leaves this report.
The three worst payers account for over half of everything late.
Every hour here came off a clocked timesheet, so nothing was typed in twice.
A month is one click away from a quarter, and both come from the same jobs.
Stay on Top of Your Finances
The moment a job is signed off, the invoice is on its way, no chasing paperwork, no waiting weeks. Rates apply automatically, WIP stays visible in real time, and every invoice reaches your customer accurate, ready to be paid.
Learn more below about the Financial Management features Teamleaf has to offer.
Real-Time Budget Statements
Get a fully updated, real-time view of your financial position for every job, project and customer. By combining fuel, materials, labour and maintenance costs as work happens, you always know exactly where you stand, rather than waiting for month-end reports.
WIP Without the Worry
Track work that's been completed but not yet invoiced, so no value is left sitting unclaimed on the books. Manage payment applications and invoices from the same place you monitor job progress, giving you a clear, constantly updated picture of your true financial performance.
Live Credit Control
Monitor customer credit limits in real time, covering both unpaid invoices and work that's still upcoming. Rather than discovering a limit's been exceeded after the fact, you're notified of potential issues before they escalate, protecting your cash flow at every stage.
Accounting System Integrations
Connect directly with the accounting software you already rely on, including Xero, Sage 50, Sage 200, Oracle and Microsoft Dynamics 365. Financial data flows automatically between systems, cutting duplicate entry and keeping your books consistently accurate and up to date.
Consolidated Financial Reporting
Bring every operator and depot together under one financial system rather than juggling multiple accounting licences. It's a simpler, leaner way to run your finance function, with fewer subscriptions to manage and one consistent source of truth for the numbers.
Customer Financial Reporting
Share clear, accurate reports with customers from any device, without endless spreadsheets. Automating the repetitive parts of reporting keeps your team agile, while a dedicated customer portal gives clients the reassurance of accessing their own financial data whenever they need it.
Job & Project Costing
See true profitability at job, project and organisational level by combining every cost input automatically. With fuel, labour and materials tracked against each piece of work, there are no unexpected outcomes when it's time to review the numbers.
Reduced Licence Costs
Bringing your operators into a single system reduces the number of accounting software licences you need to run. Fewer systems also means fewer places for financial errors to creep in.
Financial Dashboards
Get a clear, visual view of the financial health of your business, from cash flow and margin to outstanding WIP. Customisable dashboards make it easy to track progress against budget and spot issues early, without digging through spreadsheets to find them.
Faster Month-End Close
With costs, invoices and payments captured accurately throughout the month, closing the books becomes far less of a scramble. Real-time data means fewer reconciliations, fewer surprises, and a finance team that spends less time chasing numbers and more time using them.
Depot & Regional Reporting
Break down financial performance by depot, region or business unit without exporting to yet another spreadsheet. Comparing performance side by side makes it easy to spot the areas that are thriving and the ones that need closer attention before problems grow.
Margin & Profitability Insight
See true profit margin at a glance across jobs, customers and the wider business, rather than waiting until year-end accounts to find out. Clear, real-time margin data helps you make faster, better-informed decisions about where to invest and where to pull back.
More Like This
Check out some of the other features Teamleaf has to offer to improve your day-to-day operations.
Timesheets & Payroll
Quoting & Invoicing
Ready to Start your Journey?
Teamleaf helps your company grow and take its next step forward. Unlike typical providers, we have no sales teams — just experienced people who've been company owners themselves, so we understand the challenges you're facing first-hand. We also offer superior support, connecting you directly with the people who develop the platform, so you get real answers from those who truly understand your questions.