Product

Turn project progress into money in the bank.

Finance & Billing turns eligible, certified progress from Project Management into financial transactions: project accounting, billing, invoicing, AR, AP, and cash-flow forecasting for MEP contractors operating across India and the GCC.

Finance dashboard in action
Cash Flow
A/R Balance
$1.248M
28 open invoices
-5.2% this month
WIP Billing
82%
$3.4M billed YTD
+12% vs target
Net Margin
18.5%
Portfolio average
+2.3% vs Q3

Cash Position

Forecasted
W1
W2
W3
W4
W5
W6

30-day forecast

$1.2M

Recent Invoices

  • Riverside HVAC

    INV-2108

    $86,400

    Due in 4d

  • Metro Tower Elec

    INV-2107

    $52,900

    Due in 9d

  • Harbor Plaza

    INV-2106

    $41,200

    Paid

Flag: 2 late-paying clients for a payment plan to close the $64K gap.

Billing
From certified project progress
Real-time
Job profitability per contract
Multi
Company, currency, language
Forecast
Cash position and exposure

The status quo

Without Orgin3

  • Billing rebuilt from spreadsheets each month, not from certified progress
  • No real-time view of job profitability or cash position
  • Project cost, billing, collections, and cash flow tracked in different ledgers
  • Retention release and due dates missed

The Orgin3 outcome

With Orgin3

  • Progress billing generated from certified project valuations
  • Project accounting with budget vs committed vs actual per cost code
  • Retention and milestone billing with release schedules
  • AR tracking, aging, receipts, and collection follow-up
  • Three-way matching for AP: PO, GRN, and supplier invoice
  • Cash-flow forecasting across expected billing, receivables, and payables

How it works

A connected flow, end to end

How finance & billing comes together across the platform — no rekeying, no lost handoffs between teams.

1

Project Progress

Progress and certified valuations flow in from Project Management and Project Execution.

2

Measurement

Progress is measured against the contract value, previous billing, and retention before billing eligibility.

3

Billing Application / RA Bill

Billing applications are generated from certified valuations and validated against the contract.

4

Certification

Client or consultant certification of the billing application before invoicing.

5

Invoice

Invoices are generated with tax (GST for India, VAT for GCC), due dates, and approval routing.

6

Accounts Receivable

Outstanding tracking, aging, receipts, and collection activities to settlement.

7

Collection

Receipts applied, dunning, and collections managed to close the loop.

Capabilities

Everything Finance & Billing teams need

01

Project Accounting

Budget, committed vs actual cost per project and phase

02

Progress Billing

RA/progress applications from certified project valuations

03

Retention Billing

Retention tracking with release schedules

04

Variation Billing

Approved variations billed with eligible progress

05

Milestone Billing

Contract or phase milestones billed on schedule

06

Invoicing

Invoices with tax (GST/VAT), due dates, and approval routing

07

Accounts Receivable

Outstanding, aging, receipts, and collections

08

Accounts Payable

PO, GRN, three-way matching, and supplier payments

09

Cash Flow Forecasting

Expected billing, receivables, payables, collection forecast

In depth

Built around the way Finance & Billing teams work

Progress billing from certified progress, not spreadsheets

Billing applications are rebuilt from certified project valuations and validated against contract value, previous billing, and retention. What gets billed matches the progress the site actually achieved.

  • Billing applications generated from certified valuations
  • Validation against contract value and previous billing
  • Retention tracking with release schedules
  • Client/consultant-approved formats with full submission history

Job profitability that updates as costs land

Finance ties every cost to a project and cost code, so each contract's margin is visible while there's still time to protect it — across India and GCC jurisdictions.

  • Budget, committed, and actual cost per project and phase
  • Revenue recognition aligned to progress
  • WIP reports for accurate balance-sheet positions
  • Variance analysis that flags overruns early

Retention, certification, and compliance in control

Retention release and billing certification paperwork slows cash flow when it is scattered. Orgin3 digitizes the workflow against each invoice and contract, so releases are never missed.

  • Retention tracking with release timing per contract
  • Approval routing so nothing is certified prematurely
  • Billing application and certification history per invoice
  • Complete document trail for every payment and receipt

Who it's for

Made for every role in the business

Financial Controller

Owns cash position, WIP, and company-wide reporting from one ledger.

Accounts Payable

Processes vendor invoices with three-way matching against POs and GRNs.

Billing Team

Produces validated progress billings, certifications, and invoices.

CFO / Finance Director

Sees group-wide cash flow, profitability, and exposure by project and entity.

Connects to your stack

Works alongside the tools you already use

Import and sync data from the systems your team works in every day — with an open API and webhooks for anything custom.

Project ManagementProject ExecutionContract ManagementVariation ManagementProcurement & APBank feeds & paymentsVAT & tax complianceExcel & CSV exportOpen API & webhooks
FAQ

Frequently asked questions

Everything you need to know about Orgin3 ERP for MEP contractors.

Contract Management defines what can be billed and under what terms. Finance & Billing turns eligible, certified progress into billing applications, certifications, invoices, and collections — and tracks retention, variation billing, and approval routing against the contract.

Get Started

See what Orgin3 can do for your business

Book a personalized walkthrough with an MEP industry specialist. We'll map your current workflows to the platform in a single session.

Cloud or on-premise deployment · Dedicated implementation · Security aligned to enterprise security controls

Progress Measurement — close the loop

Progress Measurement captures and certifies the work done on site, which is what Finance & Billing bills against. Variation Management adjusts the contract value along the way.