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FINVARI: A BETTER WAY TO MANAGE CONSTRUCTION SPEND

Aug 25 @ 1 PM ET

Join Finvari and CDP for a live product demo of Finvari, where corporate cards, expense management, and AP invoice automation come together in one platform built for construction with seamless integrations to leading construction ERPs, including Trimble Spectrum.

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What You'll Learn

In this live demo, we’ll begin with a brief introduction to Finvari before moving into the mobile experience for crews in the field. See how employees capture receipts and code purchases to the correct job, phase, and cost type at the time of purchase.

Next, we’ll move to the desktop experience to show how administrators manage cards, create spend profiles, set controls, review transactions, and maintain visibility across company spend. We’ll also show how data and images are pushed directly into Spectrum via an API, and how data is automatically synchronized every day and can be refreshed in real time.

Finally, we’ll walk through Finvari’s new AP invoice automation, including invoice intake, validation, coding, review, field approvals, and how data stays connected between Finvari and Viewpoint Spectrum.

  • What you’ll see:

    Mobile receipt capture and job-cost coding in the field

    Card controls, spend profiles, and transaction management on desktop

    AP invoice intake, validation, approvals, and Viewpoint Spectrum integration

We’ll leave time at the end for Q&A.

MEET YOUR PRESENTERS

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Eric Newton

Chief Revenue Officer, Finvari

Matt Butler Headshot

Matt Butler

SVP of Sales, Finvari

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Scott Parmely

Sales Engineer, Finvari

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