๐Ÿ’ท Finance module

Know where the money is.
Before it's a problem.

Your quotes, invoices, budgets and purchase orders already live in Routine โ€” 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.

What's inside

One money view across every module.

Not another accounting package โ€” the financial layer of the platform you already run the work in.

๐Ÿ“ก

Finance monitor

A single dashboard of money in motion across productions, construction builds, events, theatre and theatrical releases โ€” totals that reconcile because they come from one database.

๐Ÿšจ

Deterministic alerts

Rule-based detectors flag overdue invoices, quotes drifting past their window, budget overruns and margin erosion โ€” checks that run the same way every time, not a black box.

๐Ÿ”’

Explicit access

Finance visibility is granted per person โ€” being an admin doesn't automatically show you the margins. Every grant, and every use of it, is logged.

๐Ÿงพ

Document integrity

Quote, invoice and PO totals are computed and protected by the platform itself โ€” VAT handled line by line, so documents always add up.

๐Ÿ“ˆ

Margin visibility

See quoted against actual across jobs and builds โ€” margin erosion appears as a flag on a dashboard, not a surprise at year end.

๐Ÿงฎ

Split by concern

Operational figures for the people running the work; financial figures for the people accountable for it โ€” the same data, at the right altitude for each.

Why in-platform finance

Reports can't lie about data they live inside.

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 โ€” 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.

Included

Part of the free base package.

Finance ships in Routine's free base alongside the CRM and Marketplace โ€” 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 โ€” and nobody else.

Early access

Want one view of the money?

Tell us about your company and we'll get you set up.

No spam. No commitments.