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Financial Management
with Offset

Take control of your project finances.

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Offset gives you the ability to efficiently generate invoices and expenses, send them to customers, track payment statuses and seamlessly integrate with Xero accounting with zero extra effort.

Product Features

Powerful expense workflows

Powerful expense workflows

Bulk upload and manage expenses, check against budget estimates and apply supplier rebates. Multi-level approvals ensure that designers, project managers and accounts admins can sign off before payments are made.

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Automated invoicing

Automated invoicing

Invoices are automated, reducing friction between the admin and operations departments. Book your revenue as quickly as possible, track payment statuses and never miss out on a payment again.

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Sync with accounting

Sync with accounting

Integrate with Xero for a seamless accounting workflow. Completely eliminate repetitive administrative work with automated syncing of invoices, expenses with your accounting app.

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Why you need Offset’s Financial Management tools

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Approve expenses confidently

Always be up to date with your project’s current financial health. Easily compare projected expenses with the budget and quickly secure approvals to keep the project running smoothly.

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Improve cash flow

Automate and streamline your invoice workflow so that you can quickly collect payment. Easily track payments that are delayed.

Supercharge your financial management processes with Offset today

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  • What is renovation Customer Management / Customer Relationship Management software?
    Customer Management software is a tool designed to help companies manage their sales processes more efficiently. It includes features like lead tracking and management.
  • Can Offset integrate with other systems?
    Yes! You can integrate directly with leads coming in from your website, as well as other lead generation apps so that the your operations are streamlined.
  • How can Offset help me get more leads?
    Our software makes it easy for you to gather, track and assign leads from inquiry all the way to the closing of the sale. You can then assign the leads to the appropriate member of your team to follow up. This helps you to respond quickly to enquiries, which will increase customer satisfaction.
  • Is my data secure with Offset?
    Offset considers security an extremely high priority matter. We take advantage of reliable industry-standard services like AWS and Cloudflare, which offer DDoS protection and a multitude of security standards and compliance certifications. Offset is also SOC 2 Type II compliant, pen tested, and meets GDPR standards. Your data is safeguarded in transit with TLS and at rest through RDS AES-256.
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