Purchasing and receiving
Manage vendors, purchase orders, partial receipts, commitments, and their job context.
Job cost, billing, and accounting
Keep operational work and financial control in the same record.
Ventrixx connects purchasing, receiving, vendor bills, inventory, service invoicing, progress billing, payments, journals, reconciliations, statements, and close workflows to the operational records behind them.
Inside Ventrixx
Move through accounting work from one workspace.
Open receivables, payables, ledger, journals, fixed assets, statements, period close, and setup without separating finance from its operational source.
Financial context across the work
Follow commitments, costs, billing, and close.
Operational and financial records retain the customer, vendor, project, service, and inventory context that explains them.
Vendor bills and payments
Carry receipts into vendor-bill review and payment workflows with source context.
Inventory and cost movement
Track locations, stock movement, issues to work, and cost history.
Service billing
Move reviewed service charges into invoicing and customer-payment workflows.
Progress billing
Maintain Schedule of Values lines, pay applications, stored materials, completion, and retainage context.
Accounting and close
Use general ledger accounts, journals, reconciliations, financial statements, fiscal periods, and period-close controls.
Purchasing and stock control
Know what is ordered, received, reserved, and used.
Material decisions retain their vendor, location, and job context.
Purchase orders and vendor review
Manage purchasing documents, receiving, vendor-bill review, approval exceptions, payments, and payment batches.
Stock reservations and reorder signals
Reserve stock for supported jobs when reservation controls are enabled, release reservations, and review reorder signals before purchasing.
Location transfers and cost evidence
Move stock between locations, preserve quantity-event history, issue materials to work, and review the supported inventory cost subledger.
Time, payroll preparation, and expenses
Carry reviewed labor and expenses into financial follow-through.
Give employees and office reviewers a traceable route from submission to approved records.
Timecard review and corrections
Capture weekly job and non-job time, submit it for review, approve it or request a correction, and preserve submission versions and review history.
Payroll preparation and CSV exports
Review payroll-period readiness, participant coverage, and zero-hour attestations. Lock a ready period and create versioned CSV exports for payroll processing.
Expenses and receipts
Submit expense reports with receipts, route them through approval and accounting queues, and track reimbursement payables and supported accounting corrections.
Sales incentive review
Prepare incentive submissions from proposal context, approve them, and preserve the payment handoff when company incentive settings are configured.
Controller workflows
Bring source evidence into controlled financial decisions.
Configured accounts, policies, fiscal periods, and office permissions guide the supported workflow.
Project WIP schedules
Capture project work-in-progress schedules under a configured policy, review source and cost evidence, freeze the schedule, and download its PDF. Prepare and review journal proposals before posting or reversal.
Fixed-asset register
Maintain asset classes and an approved fixed-asset register. Generate depreciation journal drafts and record transfers, impairment, and disposal workflows.
Statements, reconciliation, and close
Review ledger-derived statements and contributors, import bank statements for reconciliation, retain Cash Flow snapshots, and assemble controller close packages.
Reports and Reporting AI
Ask a better question of the records behind the work.
Explore performance with the filters, source detail, and permissions that apply to each report.
Operational and financial reports
Review proposal, project, service, maintenance, customer profitability, job-cost, aging, payment, and executive KPI reports. Drill into source detail and notes; report readiness depends on the underlying records.
Saved custom reports
Build and preview reports from supported sources, save the definition, reopen or archive it, and export report results to CSV or PDF.
Reporting AI and saved plans
When AI reporting and its provider are configured, use plain-language requests to prepare supported report plans. Review filters and fields, preview results, and save plans for repeat use and CSV/PDF exports.
Scheduled report delivery
Configure report schedules and recipients, retain generated artifacts, and review delivery runs. Email delivery requires company mail configuration.
The financial workflow
One line of sight from operations to finance.
Ventrixx reduces handoffs between the people doing the work and the people responsible for the numbers.
Commit and receive
Record orders, receipts, vendors, inventory movement, and job context.
Capture cost and billable work
Connect materials, vendor activity, service, and projects to financial follow-through.
Invoice or progress bill
Use the supported service or Schedule of Values workflow for the work.
Journal, reconcile, and close
Carry supported ledger activity through statements, reconciliations, fiscal periods, and close controls.
Explore related workflows