For finance
For delivery
Keep invoicing accurate across every contract and project phase
Architecture, Engineering, and Construction (AEC) firms lose time and credibility when billing rules drift away from the project plan. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms aligns billing plans, approved costs, and contract terms so invoices go out on time and revenue stays predictable.
Billing slips when project structure and contract terms drift apart
As Architecture, Engineering, and Construction (AEC) firms scale, billing usually becomes a reconciliation exercise between time, project controls, and contract commitments. The root cause is simple: billing decisions get made after the fact, using incomplete or inconsistently coded delivery data. That breakdown shows up in challenges like:
- Reconciling time, expenses, and subconsultant costs across inconsistent project codes
- Reworking draft invoices because billing plans do not match WBS, tasks, or contract terms
- Chasing approvals and backups through email, slowing invoice cycles and cash timing
- Correcting billing adjustments without consistent controls, creating audit and dispute risk
- Missing revenue signals when change orders and schedule shifts are not reflected in forecasts
Bill with fewer handoffs and tighter governance
evergreen ties invoicing to the same project structure used to plan, deliver, and account for work, keeping billing logic stable even when phases shift, teams change, or scope expands. This foundation directly addresses the issues above by replacing after-the-fact reconciliation with contract- and WBS-driven billing control.
Generate invoices
faster
Build drafts from approved time and project-coded costs.
Reduce disputes
early
Align billing plans to contracts, WBS, and task structures.
Enforce review discipline
Route adjustments through structured workflows with approvals.
Strengthen revenue predictability
Forecast based on billing schedules and approved change orders.
Make billing a controlled extension of delivery
evergreen standardizes how billing plans map to WBS, tasks, and contract terms, so invoicing follows the project plan instead of lagging behind it. Teams stop reconstructing project data each cycle because time, costs, and billing schedules share the same structure and governance.
As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen applies controls and automation to ensure invoice drafts originate from approved inputs, adjustments follow defined review paths, and audit history remains intact.
Shift invoicing from reactive cleanup to forecastable control
When billing is built on the same project structure as delivery and finance, decisions get made earlier and with fewer exceptions. You stop reacting to surprises at month- end because billing timing, approval status, and forecast signals stay visible throughout the cycle.
Invoice faster from approved
project costs
Create draft invoices directly from approved time and costs so billing cycles move forward without manual compilation or rekeying. This shortens turnaround time while keeping every line item traceable to project structure and policy.
- Pull approved time and expenses by project, phase, task, and discipline
- Generate draft invoices aligned to billing plans and contract rules
- Keep billing inputs consistent across offices and delivery teams
Prevent leakage with AI-guided billing corrections
Use AI to validate invoice rates against contract terms and flag mismatches before invoices go out. Corrections and adjustments become deliberate and defensible because the system shows the margin and profitability impact in real time.
- Compare invoice rates to contract terms and rate cards, then surface exceptions automatically
- Suggest corrections and adjustments with rationale, backup, and full audit history
- Preview margin and realization impact before approving changes across T&M, fixed fee, milestone, and unit-based billing
Protect compliance with auditable approvals
Govern invoice approval with clear roles and traceability, which reduces risk in client audits and internal reviews. This keeps finance in control without slowing delivery teams down with ad hoc checks.
- Enforce approval steps and segregation of duties for invoice release
- Maintain a complete audit trail across drafts, reviews, and approvals
- Support consistent billing governance across entities and operating units
Forecast revenue using schedule and change signals
Improve revenue visibility by tying forecasts to billing schedules and approved scope changes rather than guesswork. This makes revenue timing easier to defend and easier to adjust when the project plan changes.
- Model forecast timing from billing schedules, milestones, and contracts
- Reflect approved change orders in billing plans and revenue expectations
- Surface upcoming billing events and risk signals earlier in the cycle
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen runs on Microsoft Dynamics 365 and Azure within your Microsoft tenant, keeping project and financial data governed under your security and compliance model. This gives AEC firms a scalable operational foundation with consistent controls across teams and locations.
One governed system of record across delivery and finance teams
Microsoft-grade security with tenant-level control and oversight
Scale operations while maintaining audit readiness and process discipline
