Solutions for service companies
Keep client billing and supplier costs ready for review.
Manage client billing, supplier costs, approvals, bank activity, and reporting from the same set of finance records.
Where Foresight fits
The finance work Foresight ERP supports for service companies.
Create and review sales invoices, purchase invoices, credit notes, deposits, and payments on account.
Use document imports, spreadsheet imports, manual runs, schedules, webhooks, and ERP events to start governed workflows.
Report from scoped ERP datasets including invoices, orders, bank activity, transaction lines, tags, and balances.
Operating patterns
Bring the records, reviews, and reporting for these finance jobs together.
Use the same accounting, banking, reporting, workflow, and control capabilities across the operating model.
Bill
Client billing and supplier costs stay in the same finance workspace.
Sales invoices, customer records, purchase invoices, supplier records, credit notes, files, approval status, and outstanding balances remain connected through the document lifecycle.
Review
Approvals and audit trail follow the finance record.
Invoices, orders, credit notes, and journals can move through submitted, approved, rejected, returned-to-draft, posted, and cancelled states with history attached.
Report
Review service margins and working capital from current ERP data.
Reporting uses governed datasets for invoices, orders, transactions, transaction lines, bank transactions, tags, and account balances.
Supported capabilities
Use the finance capabilities that match your operating model.
Work from the underlying finance records as you route approvals, run workflows, build reports, and apply controls.
Workflow fit
Automate the finance steps Foresight ERP can perform and record.
Import client billing or supplier cost data from documents or spreadsheets.
Prepare draft records with finance-aware workflow logic.
Route exceptions and approvals before posting or reporting.
Service Companies
See how Foresight ERP fits your finance team.
Walk through the records, workflows, reporting, approvals, and controls that match the way your business operates.