Finance office
Organize purchases, installments, and proof without a side spreadsheet per project.
Financial
Quotes and payments for the job — without the spreadsheet
Customer picks the vendor. You track the cash — with installments, proof, and history on the same project.
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Project financials
Project financials· Jardins Residence — Block B
Jardins Residence — Block B
| Purchase | Category | Quotes | Amount | Status |
|---|---|---|---|---|
| CP-II cement 50kg | Material · Foundation | 2 quotes | — | Pending customer |
| Plumbing installation | Service · Plumbing | 3 quotes | R$ 12,400.00 | Approved |
| Scaffolding 30 days | Equipment | — | — | Draft |
Interactive Financial demo
Project spend often lives outside your system — and the customer doesn't know which vendor was chosen or when to pay.
- Vendor quotes lost in email and chat threads
- Customer approves on WhatsApp with no audit record
- Installments and due dates in a side spreadsheet no one updates
- Office with no planned vs paid view per project or area
- 01
Purchase need
Log spend needs with category, area, and due date — in a spreadsheet-style grid.
- 02
Quotes
Attach vendor proposals with amount, Pix/boleto, and installment plans.
- 03
Customer approves
Present to the customer; they pick one quote — or an admin approves on their behalf.
- 04
Installments
The system generates installments from the approved quote.
- 05
Mark paid
Record payment with proof; customers can submit receipts for review.
- Category, area, and needed-by date
- Visible status: draft, pending customer, approved
- Same project as daily reports and planning
- Pix, boleto, transfer, and installments
- Quote files attached
- Lowest price highlighted in comparison
- Customer with canApprove permission
- Admin may approve on behalf of the customer
- Share pending decisions on WhatsApp
- Installments generated from approved plan
- Standalone payments when needed
- Customer submits proof → company reviews
- KPIs: planned, paid, outstanding, overdue
- Charts by month and project area
- Audit trail on needs and payments
Engineer / coordinator
Compare vendors, present to the customer, and track what's outstanding.
Approving customer
See only what was presented, pick the vendor, and follow payments.
Does Financial replace accounting?
No. It organizes purchases, quotes, customer approval, and project payments. It is not an ERP or invoice issuer.
Does the customer need an account?
Yes — as a project member with approve permission, same pattern as daily reports. An admin may approve on behalf of the customer, with an audit entry.
How is this different from Insights?
Insights estimates costs from daily reports. Financial tracks planned spend, approved quotes, and actual payments.
Can I import Excel?
Not yet. The Purchases and Payments grids are designed to feel like a spreadsheet inside Obraguru.
Does it support Pix and boleto?
Yes — you record payment format and installment plans on each quote.
Who can edit financials?
Members with the finance permission (or admin/owner). Customers only see needs presented for approval.
Start organizing project purchases and payments
30-day free trial · No credit card required