For finance
For delivery
Control project spend with governed purchasing and clean payables
Keep every purchase order, vendor agreement, and invoice tied to the right project structure. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms verifies charges before payment, protects forecasts, and keeps PMs and finance working from the same financial truth.
Procurement and accounts payable gaps turn spend control into cleanup work
In growing Architecture, Engineering, and Construction (AEC) firms, project purchasing decisions are made at the project level while financial validation happens later in finance, creating a gap where spend accumulates before controls engage. The result is miscoded charges, late visibility, and avoidable disputes that surface when it’s hardest to correct them. The disconnect shows up in challenges like:
- Approving purchases without seeing remaining fee and committed exposure
- Coding invoices after delivery, creating reclass churn and margin noise
- Paying for services without verifying receipt, scope, or agreed rates
- Missing early warnings when commitments outpace phase budgets
- Losing vendor leverage because performance and spend data is fragmented
Put spend guardrails in place without slowing projects
evergreen ties purchasing, payables, and project financials to the same structure used for budgeting and forecasting, so commitments and actuals remain visible and stay explainable in real time. PMs and finance see the same exceptions as they happen enforcing project-coded buying, verified matching, and consistent approvals across the portfolio.
Prevent miscoded spend
Enforce project coding at requisition, PO, and invoice entry.
Verify charges before payment
Apply three-way match across materials, services, and subconsultants.
Govern approvals consistently
Route threshold approvals with role rules and audit history.
Improve vendor decisions
Analyze spend patterns and performance by vendor and project.
Align purchasing discipline with project financial reality
evergreen keeps vendor agreements, purchase orders, invoices, and payments tied to the same project, phase, and task structure used for budgeting and forecasting, making commitment versus actual visibility real rather than reconstructed after the month closes.
As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen applies automated matching, structured approvals, and governed exception handling to reduce rework while strengthening financial discipline across the full purchase-to-pay lifecycle.
Shift AP from late validation to early control
Headline: Shift AP from late validation to early control When procurement and AP are project-coded by design, costs post accurately and margin signals become usable while delivery is still underway. That gives leadership, PMs, and finance time to make corrections before spend becomes write-offs.
Standardize project buying with guardrails
Create purchase orders and vendor agreements that inherit project coding and commercial terms, reducing ad hoc buying and keeping commitments aligned to budgets and phase plans.
- Create project-coded purchase orders tied to phase, task, and work package
- Store vendor agreements with rates, scope, and terms that guide purchasing
- Track commitments against budget so PMs see remaining spend capacity early
Verify invoices before they hit WIP
Apply three-way match so what was ordered, received, and invoiced stays consistent before approval, preventing overbilling and scope drift from turning into payables disputes and margin erosion.
- Match PO, receipt, and invoice lines for materials, services, and subconsultants
- Flag exceptions for quantity, rate, or scope variance before payment processing
- Route disputed items to the right owner with documented resolution history
Expose commitment exposure at project level
Combine committed costs and actuals in one view for finance and project leadership. This improves forecast accuracy and reduces surprises when vendor costs arrive late.
- Compare commitment versus actuals by project, phase, and work package
- Surface over-commit risk against budget thresholds and remaining fee
- Improve forecast conversations with one set of spend drivers and assumptions
Enforce approvals without slowing delivery
Use threshold-based approvals that reflect delegation rules and spend risk. Approvals stay consistent across teams while retaining full traceability for audits and reviews.
- Configure thresholds by amount, vendor, project type, or cost category
- Approve AP and expenses through role-based queues, including Teams experiences via empower
- Audit every approval, exception, and adjustment with timestamped history
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen runs on Microsoft Dynamics 365 and Azure to unify project and financial data in one governed platform deployed within your Microsoft tenant. You retain control over security, access, and compliance while scaling purchasing discipline across offices and project volume with one authoritative dataset spanning project teams, finance, and leadership reporting.
Tenant-level governance aligned to Microsoft security controls and identity policies
Scale complexity while maintaining approvals, traceability, and audit readiness
