Project Financials

See whether a project is making or losing money, all in one place

Vaizy tracks income, expenses, and budget health for each project so you can see financial problems forming before they reach a client or a stakeholder.

Vaizy financial management with cash-flow chart, income, expenses, and transaction history.
Budget problems and project delays happen at the same time

When money and progress live in different tools, you find out a project is over budget at the end. Vaizy keeps them in one view.

1

Transactions linked to projects

Every income or expense is attached to a project. The numbers always connect back to the work.

Track what each project earns and spends, with each transaction linked to the project it belongs to.

2

Cash flow overview

See how money is flowing in and out by category and time period. Spot when a project is spending faster than expected.

See budget health and progress side by side.

3

Approvals and recurring costs

Some costs need a second set of eyes before they go through. Set up approval steps for those. Manage recurring expenses without recreating them each month.

Set up recurring transactions and approval steps for costs that need sign-off.

4

Automatic people costs

Set hourly rates per role and Vaizy works out how much each project is costing in people time, and how much it is earning if the role is billable.

Let the tool calculate what each team role costs or earns the business based on the rates you set.

5

Multiple currencies

Each transaction shows in its own currency. The converted value is shown below when it differs from the project currency.

View costs in different currencies without losing track of the project total.

How it works
1

Record income and expenses against the relevant project. Set up team role rates so people costs are calculated automatically.

2

Review cash flow trends, approve flagged costs, and set up any recurring transactions.

3

Check budget health alongside milestones and risks in your next project review.

Catch a budget problem before it becomes an awkward conversation

Project finances should not live in a separate spreadsheet. Vaizy keeps the numbers next to the work.