CostDesk

Project finances shouldn't be a surprise.

CostDesk gives project-based businesses a live view of cost, revenue, and profit, without waiting for accounting to close the books.

app.costdesk.co
CostDesk Projects dashboard with health, budget and revenue at a glance

What is CostDesk?

The layer between work management and accounting.

Work management software

Jira, Asana, Trello... You know who is doing what and whether it is done, but not what that work actually costs.

The gap: CostDesk

Project finance layer

Whether each project and the whole company is up or down right now, including committed spend. Numbers ready to hand over to accounting.

Accounting software

Xero, QuickBooks, MISA... Accurate for tax and books, but organised by account, not by project, and recorded after the work has happened.

Project Health

CostDesk checks project's health in four states:

Positive

On track. Costs and revenue within target.

At Risk

Budget drifting, or revenue falling behind plan.

Over Budget

Costs past the safe line. Act now.

Negative

Project is losing money. Needs a full review.

Not just tracking. Seeing ahead.

Catch problems early and step in before the margin disappears.

All in one

Down to every dollar.

Project budget

Set budgets by category, control overruns and approvals.

Actual spend

Record every cost by activity, category, department and task.

Labour cost

Capture every pay type: OT, holidays, allowances, seasonal, contract...

Commitments

Control cost before money leaves the business.

Revenue & receivables

Five billing types; track receivables per project.

Payable invoices

Auto-matched against POs and acceptance, no manual reconciliation.

Profit & Loss (P&L)

Automatic, per project and company-wide.

Cash flow

Track actual cash in and out per project.

Forecast

Forecast positive, negative and at-risk cash flow per project.

Health & alerts

Early warning when a project's health drops.

AI & Machine Learning

In-depth analysis support.

API & integrations

Connect to other systems: accounting, HR, ERP...

Cost coverage

Every cost, every document, one platform.

Everyday documents automatically become costs, tagged to the right project and the right category.

Source documents

TimesheetAdvance settlementPurchase orderPurchase requestPurchase listPayable invoiceAcceptance recordPayment voucherSubcontractorSite logEquipment log

CostDesk

Auto-tagged to the right project & category

Project cost categories

LabourMaterialsServicesSubcontract / OutsourcingEquipment & toolsLogistics & operationsPermits & legalFinance & contingencyManagement & overheadOther

AI & Machine Learning

Let AI handle the busywork, you keep the decisions.

AI assistance to read documents and spot anomalies, so your team focuses on the numbers that matter.

Automatic invoice extraction

Reads invoices, emails and attachments, then fills in the numbers with no typing.

Matching hints and mismatch checks

Matches invoices to orders and receipts, and flags differences for quick approval.

Unusual cost alerts

Spots spend that drifts from a project's usual pattern.

Forecasting and deeper analysisComing soon

Models learn from your data to forecast cash flow and project risk.

A machine learning model dedicated to your organisation, trained only on your own data, available on the Custom plan.

Full-service package

We walk with you through the entire journey.

If you need, we deliver a solution, not just software.

  • Review your current operations and bottlenecks
  • Standardise your data and processes
  • Configure the software for your specific business
  • Onboarding and training for your team
  • Ongoing partnership as your business evolves

Losing control is the real cost, not the software.