The business problem
An unnamed contractor buys materials for several sites while staff submit expenses and finance prepares the close. Missing receipt context and unclear approvals make it difficult to explain costs.
The connected workflow
- Review purchase orders, material receipts, vendor returns and invoice matching.
- Check employee expense context, time approval and payroll posting requirements.
- Use agreed account and reporting structures to review supplier balances, cash and period-end exceptions.
Where the KIVU team helps
The team can help map the process, prepare agreed data, configure workflows, train users and build relevant reports. Migration, cleanup, integrations and ongoing responsibilities are scoped before work starts.
What to validate in a pilot
Track unmatched material invoices, approval delays and time spent explaining costs. Dedicated job costing, retainage, certified payroll and construction billing require separate fit validation.
Record the baseline first. Compare time spent, unresolved exceptions and reconciliation differences using the same transaction sample. Validate results before making a savings claim.
Requirements to confirm
Confirm permissions, accounting mappings, transaction volumes, entity structure, local requirements and specialist systems in a representative demonstration. KIVU does not remove every external service or industry-specific requirement.