Contract and milestones
- Extract billing milestones
- Track contract terms
- Create validated invoices
EPC
Keep contract value, project spend, billing, and cash in the same conversation.
Connect contract milestones, purchase commitments, supplier bills, budget movement, invoices, and customer collections so project teams can see which exceptions require action before they become a finance surprise.
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Analysis was never the point. Execution is.
Rotasu connects the records already held across ERP, CRM, documents, and finance systems. It flags what needs attention, shows the cause and owner, recommends the next step, and carries that action through the right approval flow.
Contract and milestones
Extract billing milestones
Track contract terms
Create validated invoices
Procurement
RFQ and vendor comparison
Item lead-time risk
Award approved POs
Supplier bills
PO, GRN, QC validation
Duplicate checking
Invoice approval workflow
Budget and variance
Budget versus actual
Account and vendor variance
Adjust approved budgets
Billing and collections
Payment appropriation
Customer aging
Collection actions
Reconciliation and action aging
Customer and vendor matching
Open item closing
Assigned action aging
Procurement
- RFQ and vendor comparison
- Item lead-time risk
- Award approved POs
Supplier bills
- PO, GRN, QC validation
- Duplicate checking
- Invoice approval workflow
Budget and variance
- Budget versus actual
- Account and vendor variance
- Adjust approved budgets
Billing and collections
- Payment appropriation
- Customer aging
- Collection actions
Reconciliation and action aging
- Customer and vendor matching
- Open item closing
- Assigned action aging
The evidence behind an EPC finance decision.
Contract, procurement, billing, and finance records remain connected, so the team can act on the exception with its supporting documents and owner attached.
Contract milestones that stay connected to the billing they permit
Billing plans, milestone triggers, and retention terms are read from the contract before the invoice process begins.
CTR-2207 · Skid packageM2 ready
SignalValueChange
Design approvalMilestone M2$372kEarned
RetentionHeld to commissioning5%$18.6k
Due dateFrom contract termsDec 2045d
CommissioningFinal releaseM4Track
Recommended actionCreate the validated milestone invoice with retention applied.
Procurement decisions that retain the quote, vendor, and lead-time evidence
RFQs and vendor comparisons preserve the decision trail behind every project purchase commitment.
RFQ-441 · Panel package4 quotes
SignalValueChange
Corex Controls12-day lead time$86kBest
Meridian18-day lead time$88k+2.3%
Eastline24-day lead time$84kLate
Contract rateComponent baseline$85kWatch
Recommended actionAward the approved quote and keep the lead-time exception attached to the project.
Supplier bills checked against the purchase and receipt evidence
PO, GRN, QC, and bill validation make a supplier variance actionable before it lands in the books.
Bill validation queue1 mismatch
SignalValueChange
INV-8031PO and GRN matched$42kReady
INV-8044Rate differs from PO$19kReview
INV-8052QC pending$31kHold
Duplicate checkCurrent batch0Clear
Recommended actionRoute the PO-rate mismatch to procurement before the bill is approved.
Budget and variance signals before they turn into a project surprise
Budget-versus-actual movement is traced to the affected account, item, or vendor with an approved adjustment path.
Project cost watchOver plan
SignalValueChange
Electrical packageAgainst budget$214k+8%
Civil worksAgainst budget$176k−2%
Open commitmentsApproved POs$92kOpen
Variance ownerElectrical lead1Assigned
Recommended actionReview the cost variance and submit the budget adjustment for approval.
Billing, collections, and customer reconciliation in the same view
Invoices, payment allocation, contract aging, and the customer ledger stay connected when cash is due.
Contract receivablesCollection risk
SignalValueChange
Milestone M1Invoice raised$248k12d
Milestone M2Invoice draft$353kReady
Customer ledgerUnmatched receipt$14kReview
Overdue balancePast terms$62k37d
Recommended actionSend the approved collection notice with the open invoices attached.
An action list that shows what is stuck, why, and who owns it
Action aging keeps unresolved operational and financial exceptions from disappearing into a weekly report.
Open actions4 pending
SignalValueChange
PO-4412Vendor response missing12dPriya
INV-8044Rate mismatch5dArun
M2 invoiceApproval required2dFinance
Receipt REC-98Ledger mismatch1dClear
Recommended actionAssign the oldest financial exception and track the resolution through approval.
Keep your systems. Connect the work.
Rotasu works over the ERP, CRM, HRMS, email, and document stack you already run. It connects the work without introducing another system of record.
See how Rotasu handles EPC finance exceptions.
Walk through contract, spend, billing, and cash exceptions, then see how they move to an owner.
EPC questions
Yes. Contract processing extracts the billing plan and milestone structure so the team can validate a billing event against the signed terms before creating the invoice.
Incoming bills can be checked against the PO, GRN, QC, and individual bill records, with duplicate and mismatch checks before approval.
Yes. Budget-versus-actual variance is traced to the underlying account, item, or vendor record, then an approved adjustment can be routed through the workflow.
Customer ledger and collection records are matched to identify the exception. The team can assign the issue, request the required evidence, and track it to resolution.
Open actions are listed with their age, reason, and owner. The focus is the next financial or operational step, not another summary of the problem.
No. Rotasu connects the financial and operational records held in your current stack. Your existing systems remain systems of record.