ConstructSum combines everything you need to manage complex project finances and contract structures. From building flexible cost breakdowns to automating approvals and tracking expenses, each feature is designed to help you stay compliant, boost profitability, and execute confidently across construction and contract-based projects.
FINANCIAL & CONTRACT MANAGEMENT
Commercial Control from Tender to Final Account
ConstructSum governs the commercial workflow end-to-end — pricing structure, approvals, procurement, valuations, variations, retentions, and reporting — so decisions are evidence-backed and cash remains predictable.
Governed approvals across every stage
Contract-led delivery control
Reporting-ready commercial truth
1
Tender
Build a governed commercial baseline before you commit.
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Project pricing & cost-code structureCreate consistent cost breakdowns that translate cleanly into delivery control.
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Approval workflow before submissionRoute commercial decisions through the right approvers with traceable sign-off.
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AI checks for assumptions & scope riskSurface gaps and early risk flags using cost codes, quantities, pricing, and dates.
Outcome
A governed tender baseline you can deliver against — with fewer surprises later.
2
Pre-Contract
Convert intent into controlled commitments.
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Finalise contract sums & payment termsEnsure contract structure reflects delivery reality before the project goes live.
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Supply-chain tendering & subcontractor engagementCompare bids and create subcontractor/variation projects with clarity.
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Purchase orders with threshold approvalsRoute multi-stage approvals and maintain an auditable procurement trail.
Outcome
A controlled pre-start position — supply chain aligned, approvals enforced, commitments visible.
3
Contracted Delivery
Run valuations, change, and reporting with commercial truth.
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Valuations & staged payment lifecycleCertify progress and track payment status with evidence attached.
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Variations, change control & retentionsKeep change governed and recoverable with approval history and retention logic.
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Reporting that drives decisionsLive CVR, cash flow forecasting, EVM, and committed quantity — leadership ready.
Outcome
Commercial truth in real time — clearer visibility, fewer disputes, stronger cash predictability.
AI that strengthens commercial judgement — not replaces it.
ConstructSum AI reduces manual input and surfaces risk earlier using your project structure — cost codes, quantities, pricing, and programme dates — so decisions stay evidence-backed and cash remains predictable.
Advisory outputs. Human accountability.
AI insights are explainable and user-reviewed. Final commercial decisions always remain with the project team.
Explainable
User-reviewed
Audit-friendly
Powered by OpenAI GPT • Built for contract-driven projects where approvals, evidence, and timing matter.
Available now (Preview)
Inside ConstructSumAsk AI (Preview)
Scenario analysis that challenges assumptions, highlights pricing risk, and supports option comparison before decisions are locked in.
Plan with AI (Preview)
Automatically structures phases, assigns cost codes, and estimates durations to reduce manual planning and surface risk earlier.
AI Cost Code Generator (Preview)
Generates a structured starting framework aligned to contract type and delivery model — removing setup friction, not professional judgement.
Key Features That Power Financial Control and Project Success
🔧 Setup & Structure
📄Flexible Contract Sums & Cost Codes
Build structured Contract Sum or Work Breakdown Structures using cost codes, ensuring clarity and control from day one. Stay on top of every budget line and avoid scope-based cost surprises.
🏷️Reusable Cost Code Templates
Create and apply cost code templates across new projects for faster setup and consistent budget tracking. Standardise without losing flexibility.
📝Smart Tender Management
Create tender packages, collect offers from subcontractors or suppliers, compare bids side-by-side, and award jobs with complete financial clarity.
📂Organised Document Management
Store contracts, bid records, payment schedules, and project files in a secure, centralised document library. Make audits painless and document access instant.
💸 Financial Control
📈Valuations, Progress Claims & Change Orders
Streamline valuations (or progress claims), manage retentions, and track change orders (variations) to keep cash flow stable, reduce disputes, and safeguard project margins at every stage.
💸Cost & Expense Tracking by Code
Allocate expenses directly to cost codes from your CSA or WBS. Maintain full control over cost flows and catch overspending before it becomes a problem.
🛒Simplified Purchase Orders
Raise, approve, and track purchase orders in seconds. Keep procurement smooth, centralised, and compliant with your budget structure.
🔐Multi-Level Approval Workflows
Secure approvals for Contract Sums or Work Breakdown Structures, Valuations, and Purchase Orders — with custom thresholds to protect project margins and compliance.
📊 Insights & Execution
⚡Real-Time Financial Insights
Get instant access to project health reports, live CVRs, earned value metrics, and cash flow forecasts. Spot financial risks early and make smarter decisions.
🏗️Daily Site Activity Capture
Log daily progress, site events, and resource usage with ease. Maintain a reliable daily record to support valuations, audits, and project reporting.
🧩Project Packages & Phases
Define, track, and report on project packages or phases — understand how each component performs financially and operationally in real time.
🔔Smart Notifications & Reminders
Stay ahead of deadlines, payment cycles, and approvals with automated alerts — so nothing slips through the cracks and your team stays proactive.
Governance & Audit
Governance you can defend — audit trails you can trust.
ConstructSum is built for contract-driven delivery where approvals, evidence, and cash timing matter. It enforces commercial control end-to-end — so margin doesn’t leak quietly between spreadsheets, inboxes, and late reporting.
- Threshold-based approvals
- Multi-stage workflows
- Evidence-first records
- Leadership-ready outputs
Enforced approvals
Stop unauthorised commitments and protect margin with controlled sign-off.
- Project pricing / contract sums approvals before submission or go-live
- Valuations and payment applications routed through approvers
- Multi-stage approvals with clear responsibility and traceable decisions
Procurement controls
Keep purchase orders compliant and commitments visible.
- Threshold-based PO approvals (by value, package, or project)
- Centralised ordering with a clear procurement trail
- Commitments tracked against structured cost codes
Evidence attached
Keep commercial decisions defensible with records linked to approvals.
- Document library for contracts, schedules, evidence, and correspondence
- Valuations and variations supported with auditable attachments
- Structured records reduce disputes and improve claim-readiness
Deadlines & reminders
Prevent governance breakdown through missed cycles and late approvals.
- Milestone and payment-cycle reminders for teams and approvers
- Proactive alerts when approvals stall or data is missing
- Supports smoother interim applications and faster payments
Audit & governance outcomes Governance-ready
Leadership and auditors don’t want “updates” — they want commercial truth: what was approved, by whom, when, and what evidence supports it. ConstructSum is designed to make that traceability routine — not a month-end scramble.
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Traceable approvals Clear sign-off routes for pricing, purchase orders, valuations, and changes.
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Evidence-first recordkeeping Commercial events are supported with documents and structured data — ready for review.
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Commitments visibility Controlled procurement and cost-code structure make budget exposure explicit.
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Governance-ready reporting Live CVR and cash visibility built from controlled workflows — not manual reconciliation.
Built for contract-driven projects where approvals, evidence, and cash timing matter.
Whether you’re managing construction projects or complex contract-driven operations, ConstructSum gives you complete financial control.
One Platform. Full Financial Control. Trusted Across Industries.
ConstructSum gives you the financial visibility and contract control needed to deliver complex projects on time and on budget.
From construction sites to infrastructure rollouts and high-value service contracts, our platform is built to handle the demands of cost-driven, contract-based industries.
Whatever you build, manage, or deliver — ConstructSum keeps your financial operations compliant, efficient, and profitable.
Construction
ConstructSum helps contractors, developers, and subcontractors take full control of project finances — from initial cost breakdowns to final valuations. Manage subcontractor payments, track variations, automate approval workflows, and ensure every pound spent is accounted for. It's the financial toolkit built for construction delivery success.
Infrastructure & Public Works
Delivering infrastructure projects requires structured cost tracking, phased valuations, and bulletproof documentation. ConstructSum supports public and private sector contractors with real-time financial reporting, multi-stage approval flows, and contract variation control — all in one secure platform. Stay compliant, transparent, and on-budget across every work package.
EPC (Engineering, Procurement, Construction)
ConstructSum empowers EPC firms to manage complex, multi-phase projects with clarity. Structure your budgets by phase, control progress claims and change orders, and ensure subcontractor payments flow smoothly. With real-time insights and multi-level approvals, EPC teams stay compliant, cash-positive, and in command of every project milestone.
Industrial Construction & Manufacturing Expansion
Track every cost and approval across large-scale plant expansions, factory builds, and critical infrastructure projects. ConstructSum brings cost codes, procurement, valuations, and performance tracking into one place — giving industrial contractors and owners full financial oversight. Improve accountability across project packages while protecting delivery margins.
Renewable Energy Projects
ConstructSum supports renewable energy developers and contractors with financial tools tailored to fast-moving, capital-intensive projects. Track staged payments, manage change orders, and control costs across solar, wind, and battery projects. With real-time dashboards and audit-ready records, you stay investor-ready and financially in control.
Real Estate Development
For developers managing multi-unit projects or phased developments, ConstructSum offers a centralised way to track costs, manage approvals, and stay cash flow positive. From pre-construction budgets to final valuations, every detail is tracked and reportable. Gain investor trust and deliver profitable projects with confidence.
Facilities Management & Maintenance Contracts
ConstructSum enables FM providers and maintenance contractors to manage recurring valuations, cost breakdowns, and contract variations effortlessly. Track service-level financials by location, asset, or contract phase. With built-in document control and approvals, you reduce billing disputes and increase operational transparency.
Architectural & Project Consultancy Firms
Project consultants and QS firms use ConstructSum to manage financial workflows on behalf of their clients. From setting up structured cost plans to tracking payment applications and contract variations, it brings financial visibility to the front of design and delivery. Share audit-ready insights while keeping every stakeholder aligned.
Utilities & Energy Services
Utility and energy contractors operate across complex, multi-location, milestone-driven projects. ConstructSum simplifies valuation cycles, cost tracking, subcontractor approvals, and documentation. Whether you're building fibre, laying pipework, or deploying smart meters, ConstructSum keeps your financial operations compliant and under control.
Why Project Leaders Trust ConstructSum for Financial Control
More than just a software platform, ConstructSum is your partner in delivering financially successful projects.
Built for businesses that manage complex contracts, multiple stakeholders, and multi-stage payments, ConstructSum helps you stay compliant, protect margins, and scale project success, regardless of industry.
Accuracy
Standardised Frameworks
Reduce cost allocation errors by up to 25% through structured, standardised contract frameworks.
Efficiency
Faster Comparisons
Increase bid comparison efficiency by 50% through centralised tender gathering and evaluation.
Readiness
Instant Access
Reduce document retrieval time by 60%, improving audit readiness and dispute resolution.
Reconciliation
Smarter Matching
Cut manual financial reconciliation time by 40% across clients, subcontractors, and suppliers.
Acceleration
Faster Payments
Accelerate interim payment cycles by 20–30%, improving project cash flow predictability.
Control
Enforced Approvals
Reduce unauthorised spending by enforcing structured financial approval thresholds across all transactions.
Deadlines
Never Miss Milestones
Cut missed deadlines by 30% through automated reminders tied to key financial and operational milestones.
Transparency
Real-Time Tracking
Minimize disputes and revenue leakage by tracking staged work and contract changes accurately in real time.
Insight
Live CVRs
Identify cost overruns 25% faster with real-time CVRs and project health dashboards.
Procurement
Frictionless Ordering
Speed up procurement processing by 30%, ensuring critical resources reach site without delays.
Oversight
Granular Controls
Maintain tighter cost control at a granular level, reducing budget overruns by up to 15%.
Visibility
Daily Reporting
Improve site visibility and delay detection by 35% through structured daily reporting.
Forecasting
Smarter Budgets
Track phase-level budgets and performance easily, improving overall project financial forecasting accuracy.
Templates
Faster Setup
Save 5–10 hours per project setup by applying pre-built cost code templates customised to your operation.