Project Financials Demo – PlanAutomate

Written by Matt Mong

project financials

Watch this video to see PlanAutomate Project Financials in action. See how you can get real-time financial insight into your project business.

Eliminate the need for spreadsheets and standalone project accounting software to financially manage your portfolio of projects.

  1. Align your financials with your operations in real time, so your financial reports always reflect the current operational plan
  2. Leverage the WBS to feed your CBS with the most accurate cost estimates from the updated timeline
  3. Automate the change order process to eliminate manual workloads
  4. Evaluate cost to complete with real-time work estimates from the schedule
  5. Report on the financial impact of schedule changes immediately

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Matt Mong

Matt is the CMO & Chief Product Evangelist at PlanAutomate. Matt leads PlanAutomate’s growth strategies and market positioning and serves as the company’s Chief Evangelist. He is responsible for driving the PlanAutomate’s Microsoft Partner identity of the firm, focusing on delivering specialized Microsoft Dynamics 365 solutions to project-driven companies. Matt plays a central role in the company’s thought leadership, frequently appearing in podcasts, videos, and interviews to discuss the evolution of enterprise project management and AI.