For finance
For delivery
AR collections and cashflow management for AEC firms
When receivables sit outside the project system, disputes linger, cash is misapplied, and leadership loses a reliable view of working capital. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering firms ties Accounts Receivable (AR), collections activity, and cash forecasting directly to the project structure so actions happen earlier and outcomes stay measurable.
Stop funding delivery with delayed collections signals
As Architecture, Engineering, and Construction (AEC) firms grow, Accounts Receivable (AR) ownership fragments across finance, project managers, and office leaders. The root cause is simple: AR status, disputes, and payment commitments live in different tools than billing plans and project delivery, so collectors and PMs act late or act blindly. This disconnect shows up in challenges like:
- Chasing overdue invoices without clear dispute status or next action owner
- Missing promise-to-pay follow-ups because commitments are not visible to delivery leaders
- Misallocating cash receipts when the payment is not tied to phase and task details
- Delaying escalation because PMs cannot see collections risk in their project context
- Forecasting cash using disconnected AR and backlog snapshots that do not reconcile
Make collections measurable, not anecdotal
evergreen keeps AR aging, disputes, and cash application anchored to the same project structure that drives billing and delivery governance. Finance and PMs see the same facts enabling faster and better-informed collections decisions. The result is a direct replacement of disconnected follow-ups with role-based visibility and accountable actions.
Prioritize collections by real project exposure
Age AR by project, client, office, and PM.
Prevent repeat disputes and write-down drift
Track disputes, credit holds, and resolution paths.
Enforce accountable follow-up across roles
Capture promise-to-pay, owners, dates, and outcomes.
Keep cash application accurate at source
Allocate receipts down to phase and task.
Align finance and delivery around the same receivables truth
evergreen ties AR aging, dispute status, and cash receipt allocation directly to the project hierarchy, so finance can manage working capital without losing the delivery context that drives invoice outcomes. PMs see exposure by project and phase, which makes collections a shared responsibility instead of a back-office surprise.
As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen applies automation and controls to surface overdue follow-ups, out-of-pattern aging, and dispute risk early, enabling faster, accountable intervention without rebuilding context.
Replace reactive chasing with forecastable cash control
When AR is governed like a project outcome, teams stop reacting to aging and start managing it. The shift is earlier visibility, tighter accountability, and cleaner cash forecasting tied to real delivery and billing signals.
Shorten the time to collect
Keep collectors and PMs working from the same aging and dispute picture, so follow-ups happen before invoices age past due. Doing so reduces cycle time by removing handoffs and ambiguity across offices and project teams.
- Expose AR aging by project, client, office, and project manager
- Route disputes and credits to the right owner with clear status tracking
- Escalate at the right point based on aging, exposure, and payment intent
Predict collections actions with payment behavior signals
Not every overdue invoice carries the same risk. evergreen uses AI to surface which accounts are most likely to pay, which need escalation, and which disputes will stall - cash so finance and PMs prioritize the right follow-ups first.
- Analyze past payment history and aging patterns to rank collection effort by likelihood to collect
- Flag high-risk invoices where payment behavior diverges from billing plan timing
- Recommend next-best actions and escalation timing based on dispute status and promise-to-pay movement
Govern disputes and credit
with discipline
Disputes and credit decisions should not live in email threads. evergreen structures the workflow so resolution paths are visible, repeat causes are identifiable, and risk is managed consistently across projects and offices.
- Track dispute type, owner, root cause, and resolution status
- Control credit actions with visibility into payment behavior and exposure
- Record promise-to-pay commitments with dates, notes, and outcomes
Predict cash from demand and billing signals
Forecasting improves when it is anchored to AR reality and future billing drivers, then sharpened with AI that learns from payment behavior and collections outcomes. evergreen models cash flow using AR, backlog, and billing plans so leadership can plan with fewer surprises.
- Forecast cash using AR aging, promise-to-pay status, and collections activity, with AI surfacing forecast confidence and variance drivers
- Incorporate backlog and billing plans to model near-term inflows
- Spot early risk where billing timing and payment behavior diverge, with AI flagging likely slippage before it hits cash coverage
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen runs on Microsoft Dynamics 365 and Azure within your Microsoft tenant, which keeps identity, security, and data governance under your control. You get the operational model AEC firms need without trading off enterprise-grade compliance and extensibility.
Unify finance and delivery data in one system of record for AR decisions
Keep security, access, and data residency governed through your Microsoft tenant controls
Scale across offices and project volume while maintaining audit readiness and policy discipline
