Spend Management | ERP for AE

Boost profitability

Control expenses at every level – from firm-wide budgets to individual project costs.
Stay compliant and reduce risk

Enforce policies automatically and maintain visibility with audit-ready data while minimizing the risks of non-compliance for your firm.
Gain real-time visibility

Track spending trends instantly to support smarter, faster decisions.
Eliminate manual work

Automate approvals and expense tracking to reduce errors and free up time.
Empower every team member

Give finance, operations, and field staff the tools they need to manage spend efficiently.

Centralized spend controls:
Set firm-wide policies, approval workflows, and vendor guidelines to prevent waste and enforce discipline.
Automated expense management
Track expenses and collect receipts automatically with seamless ERP integration.
Virtual and physical corporate cards

Issue cards with custom controls by project, vendor, or employee—instantly and securely.
Travel booking and management
Manage travel expenses with built-in tools that streamline compliance and cost control.
Real-time analytics and reporting
Monitor project and firm-level spend in one view to spot trends and avoid surprises.

Built for the way AEC firms work

Whether you're managing multi-million-dollar projects or day-to-day operations, Unanet Spend Management powered by Mesh fits seamlessly into your existing workflows. It supports everyone – from project managers and field teams to finance and executive leadership – with tools that make spending smarter and simpler.

Ready to simplify spend management?

Gain confidence in your numbers, protect your bottom line, and get back to building what matters. Talk to our team to see how Unanet Spend Management powered by Mesh can transform your financial workflows.

Time to cut through some noise

Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

Project Summary: Sailor's Bay

Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

Summary table ( budget / actual / contract remaining )

Budget (Total)↑↓	Actual Cost (PTD)↑↓	Budget Remaining (Cost)↑↓	Budget Used %↑↓	Contract Value↑↓
$2,140,300	$117,594	$2,022,706	0.055	$1,070,150

Risk summary (data-signal-based)

Billing risk: Elevated - WIP exists while billed is $0 in the last-6-full-month window (2025-07-01 to 2026-01-01).
Schedule / resourcing risk: Medium - sparse recent transactions suggests slowed execution or missing capture.
Financial risk: Watch - billed-to-effort > 1 can be normal for FF, but monitor against remaining contract.

3 suggested next steps

WIP clean-up + invoice push: validate WIP makeup and move eligible items to Ready-to-Bill / issue progress billing.
Reconcile plan vs execution: confirm work is actually progressing and that recent costs/billing are flowing correctly.
Refresh forecast (ETC/EAC): validate remaining scope and update assumptions.

Posted billings to-date (as of 2020-11-30)

$371.306

Current WIP/unblled (as of 2020-11-30)

-$157,484

56.7%

vs 2020-10-31

Percent complete (effort/contract)

5.7%

2.0%

Earned value available in table

Gross Margin % to date (billed - cost) / Bill...

63.1%

-0.3%

vs 2020-10-31 (percentage points)

Back to Prompt

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Unanet Spend Management centralizes firm-wide and project-level spending, including corporate cards, travel, and vendor payments, within Unanet ERP AE. It integrates directly with financial and project data, which helps firms control costs, improve visibility, and avoid using separate, disconnected tools.

Unanet Spend Management improves profitability by providing real-time visibility into spending and enforcing controls at the project, vendor, and employee level. It reduces unnecessary costs, aligns expenses with budgets, and protects margins across projects and the broader portfolio.

Unanet Spend Management issues virtual and physical corporate cards with controls by project, vendor, and employee. It connects transactions directly to Unanet ERP AE, which automates tracking, approvals, and reconciliation while improving visibility and control over spending.

Unanet Spend Management supports travel and field teams by enabling policy-controlled booking, fast receipt capture, and streamlined expense submission. It connects expenses directly to project and general ledger data, which reduces manual work and improves accuracy for both field and finance teams.

Unanet Spend Management provides real-time spend analytics across projects and the firm. It highlights spending trends, exceptions, and budget variance, which helps leaders control costs, optimize vendor spend, and make more informed financial decisions.

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Control Spend. Protect Profit. Reduce Risk.

Streamline Your Time & Expense Process

Boost profitability

Stay compliant and reduce risk

Gain real-time visibility

Eliminate manual work

Empower every team member

Key things you can do with Unanet Spend Management

Centralized spend controls:

Automated expense management

Virtual and physical corporate cards

Travel booking and management

Real-time analytics and reporting

Built for the way AEC firms work