From First Estimate
To Final Payment.

Track every cost through its full lifecycle — quotes, approvals, invoices, payments. Nothing falls through the cracks. Nothing surprises you on event day.

Create
Track
Approve
Pay
Reconciled

Every Cost.
Every Stage.

Every cost moves through a 6-stage pipeline — from the first budget estimate to the final payment. No cost goes to payment without a full audit trail.

Every cost tracked through 6 stages
1
Forecast
Budget estimate
2
Quoted
Vendor confirms
3
PO Requested
Awaiting approval
4
Committed
Authorised to pay
5
Invoiced
Bill received
6
Paid
Cash out
Full Cost Lifecycle
Forecast → Quoted → PO Requested → Committed → Invoiced → Paid. Every transition logged, every approval recorded.

Different Costs.
Different Flows.

Not every cost moves through the pipeline the same way. Vendors go from quote to payment. Staff stop at committed. Each tracker type knows its own lifecycle.

Prefix Type Description Pipeline
V-
Vendor
External suppliers — AV, catering, staging, decor. Full pipeline from quote to final payment.
F-
Freelancer
Contract crew — day rates, hourly rates, or fixed fees. Supports deposit/balance and monthly payment stages.
S-
Staff
Internal team costs allocated to projects. Forecast and commit only — no invoicing or PO needed.
D-
Direct Expense
Reimbursable spend — travel, meals, materials. Captured, categorised, and submitted for reimbursement.
P-
Production Expense
Company-card purchases and petty cash — multi-currency with VAT reclaimability tracking built in.

Stop Managing Chaos.
Start Managing Production.

Tracking Vendor Costs
Spreadsheet tabs and email chains
6-Stage Pipeline. Every Cost Tracked.
Freelancer Payments
Different rates, different schedules
Rate Types. Payment Stages. Sorted.
Expense Reimbursements
Receipt photos in Slack messages
Captured. Categorised. Reimbursed.
PO Approvals
"Can someone approve this?"
Threshold-Based. Finance-Approved.
Knowing Where Money Went
Digging through bank statements
Full Audit Trail. Every Document.
Client Billing
Manually reconciling to estimates
Snapshot Invoicing. Approved First.

Every Decision.
On The Record.

Payment stages, expense claims, and client sign-offs — every financial decision flows through a governed process. No amount moves without the right approval.

Payment Stages

Deposit, balance, monthly — auto-created.

Payment schedules are generated from contract terms. Deposits, balance payments, and recurring stages are tracked automatically.

Expense Management

5 categories. VAT rules. Reimbursement flows.

Multi-currency expense capture with automatic VAT reclaimability. Five categories — travel, subsistence, materials, transport, and other — each with their own rules.

Snapshot Approval

Internal sign-off, then client approval.

Budget snapshots require evidence before publishing. Multi-snapshot invoicing ties client billing to approved versions. No invoice without sign-off.

PO Governance

Nothing moves without sign-off.

Configurable approval thresholds at entity and project level. Finance always approves. The right people approve the right amounts.

Quote & Invoice Ingestion

Drop a PDF, get a cost line.

Vendor quotes and invoices are parsed and matched to budget lines automatically. Complete document chain: QT, PO, VI, VP, EX, BS, CI, CP.

Full Audit Trail

Every document. Every decision. Logged.

Complete document chain from quote to client payment. Every transition, approval, and attachment recorded with timestamps and user attribution.

From Scattered Files To
One Source Of Truth

The difference between scrambling and confidence is knowing exactly what changed, when, and why.

Piper
Without Scattered Versions
~/Projects/ClientX/Budget
XLS
Budget_FINAL.xlsx Jan 8
XLS
Budget_FINAL_v2.xlsx Jan 12
XLS
Budget_FINAL_v2_REVISED.xlsx Jan 14
XLS
Budget_FINAL_v2_REVISED_JohnEdits.xlsx Jan 15
XLS
Budget_FINALfinal.xlsx Jan 16
XLS
Budget_FINAL_USE_THIS_ONE.xlsx Jan 17
With Piper Single Timeline
v2.03Live
Updated catering after client call
Today at 2:34 PM · Ethan R.
v2.02
Added AV equipment breakdown
Yesterday at 4:15 PM · Ethan R.
v2.01
Revised staffing estimates per John's notes
Jan 15 at 11:20 AM · John D.
v2.00Published
Major revision: venue change to Hall B
Jan 14 at 9:00 AM · Sent to client
v1.02
Revised staffing after kickoff meeting
Jan 10 at 2:30 PM · John D.
v1.01Published
Initial estimate for client review
Jan 8 at 11:00 AM · Sent to client

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BUDGET SMARTER SAVE TIME PITCH PERFECT KEEP IN TUNE
WITHPIPER.AI

Be first to track your full production lifecycle — from forecast to reconciliation.

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