Project Financials


Project Financials in Advantage

The Advantage Software Company offers a full suite of financial management tools, so you’ll always know where you stand in real-time without having to hunt, gather and manually assemble data. See all your time and project costs in one place, easily forecast revenue, eliminate duplicate entry and keep the most up-to-date info at your fingertips.

Plus, the QuickBooks® Online Integration provides the ability to seamlessly communicate information between Advantage and QuickBooks Online. With this option, users may utilize the power of Advantage Production with the simplicity and familiarity of QuickBooks.


How good are your estimates? How much are you willing to bet on them?

Making estimates comes down to one word: accuracy. Estimate too low and you’re committed to a situation that is unprofitable at best; too high and you probably won’t be awarded the job. The Advantage Software Company works with agencies every day to help them get this right.

Improve Your Estimating Game

Whether you’re estimating projects for budgeting purposes or to obtain vendor quote requests, Advantage Software automates the entire process providing tools to help you estimate project costs quickly and accurately.

Quickly Create Accurate Estimates

Use project history to aid in creating the most accurate estimates possible based on the type of work being done and average costs realized.

Already built out a schedule? Create estimates from schedules automatically with no additional entry.

Automate Your Approval Process

Generate multiple quotes and choose the one you want to approve.

Streamline Communications

Email or print custom estimates directly from the system.


Ensure that the work done by outside sources is completed according to your specifications and on budget using purchase orders. At the same time, create a financial place-holder on the job so that you don’t lose track of costs.

Quickly Create Accurate POs

Generate purchase orders automatically from approved estimates.

Automate Your Approval Process

Set limits and automatically send through internal approval workflows.

Streamline Communications

Email or print purchase orders directly from the system.

Always Know Where You Stand

Get up-to-date views on open POs and remaining balances as soon as expenses or invoices are entered anywhere in the system.

Financial Status

What did we quote the client, what have we actually booked so far, and who did what? How much is left on our POs? What have we actually billed for?

Easily answer these questions and more with Advantage Software’s Financial Status tool.

Always Know Where You Stand

See all your actual time, vendor and pass-through costs and billing, and compare to what you quoted so you can make sure you deliver on budget and on time.

You can even see copies of actual invoices sent to clients so you’ll always know exactly what’s happening with your project.

View From Any Perspective

See a clean summary of everything happening on your project, drill down to the smallest detail and slice and dice the data any way you want to see it.

Expense Management

A fully featured employee expense management module is built into our project management system.

With Advantage, you can capture expenses from any web-connected browser or from one of our native mobile apps. You can even associate directly to a project from the expense report so AP is automatically captured to the right project. Expenses will update the project financial status automatically as soon as they are approved so you’ll always know exactly where you stand against your client budget.

Streamline and Automate your expense approval workflow and easily manage your employee expenses from anywhere on any web-connected device – you don’t even need to be logged in.

Maximize Efficiencies, Decrease Risks & Increase Profits

Discover how today!