Your quotes, invoices, budgets and purchase orders already live in Routine — spread across productions, builds, events and releases. The Finance module watches all of it in one place, and flags what needs attention before it costs you.
Not another accounting package — the financial layer of the platform you already run the work in.
A single dashboard of money in motion across productions, construction builds, events, theatre and theatrical releases — totals that reconcile because they come from one database.
Rule-based detectors flag overdue invoices, quotes drifting past their window, budget overruns and margin erosion — checks that run the same way every time, not a black box.
Finance visibility is granted per person — being an admin doesn't automatically show you the margins. Every grant, and every use of it, is logged.
Quote, invoice and PO totals are computed and protected by the platform itself — VAT handled line by line, so documents always add up.
See quoted against actual across jobs and builds — margin erosion appears as a flag on a dashboard, not a surprise at year end.
Operational figures for the people running the work; financial figures for the people accountable for it — the same data, at the right altitude for each.
The monitor tells you when something needs attention. The reports tell you what a job made — revenue against budgeted and actual cost, with gross profit and margin worked out per job, per client, per department and per freelancer.
| Job | Revenue | Budgeted cost | Actual cost | Gross profit | Margin |
|---|---|---|---|---|---|
| Northern Lights — Series 2 | £412,000 | £268,000 | £259,400 | £152,600 | 37.0% |
| Studio Build — Stage 4 | £238,000 | £171,000 | £166,200 | £71,800 | 30.2% |
| Harbour Lane (Feature) | £186,500 | £142,000 | £151,800 | £34,700 | 18.6% |
| Brand Film — Q3 | £64,000 | £48,500 | £56,900 | £7,100 | 11.1% |
Illustrative figures. Gross profit is revenue less actual cost; margin is gross profit as a share of revenue. Healthy, watch and at-risk margins are banded so the problem jobs surface without reading a single number.
Freelancer Spend breaks out engagements, budgeted, actual and variance for everyone outside the building. Department P&L does the same by cost category — so what you spent internally and what you paid out sit side by side. Every report reads the live records, exports to CSV or emails as a summary, and can be scoped to a single module or run across all of them.
Exported spreadsheets are stale the moment they're saved, and every export is a chance for a number to drift. Because Routine's Finance module reads the same records your team works in, the monitor is always current — and always consistent with what the production, construction and events teams see.
No re-keying. Invoices raised in any module appear in the monitor the moment they exist.
No version confusion. One set of totals, computed in one place, shown everywhere.
Audit-friendly. Access to financial views is explicitly granted and logged.
Finance ships in Routine's free base alongside the CRM and Marketplace — because financial oversight makes every paid module better. Run production, post, distribution or events on Routine, and the money view comes with it.
Grows with your modules. Every module you add feeds the same monitor automatically.
Right people only. Grant the finance view to your producer and your accountant — and nobody else.
Try it free for 14 days — or tell us about your company and we'll walk you through it.
No card needed.