Project cost intelligence

From bank statement to project costs in 30 seconds

Most contractors lose hours every week typing supplier invoices and bank transactions into spreadsheets. ScopeKit's AI reads them, categorises them, and pins each cost to the right project — with full earned-value tracking against your baselines.

15-minute walkthrough. No credit card required.

OCR, categorisation, and live earned-value in one workflow

Cost data shouldn't live in a separate spreadsheet. ScopeKit captures the source documents, extracts the data, and runs the project economics for you.

Bank statement OCR

Upload a PDF bank statement. AI extracts every transaction with running balance, flags anomalies, and produces a clean cost ledger.

UK merchant categorisation

Trained on Jewson, Travis Perkins, Screwfix, Toolstation, Selco, Wickes and more. Each transaction is auto-tagged labour / materials / subcontractor / equipment hire / other, with a confidence score per line.

Subcontractor invoice OCR

Photograph or upload a subbi invoice. ScopeKit extracts the line items, totals, and CIS deductions with per-field confidence so you can review only the flagged fields.

Receipt capture

Field workers photograph a receipt; ScopeKit reads it, files it against the right job, and pushes the cost into the project ledger. No more lost paperwork at the end of the month.

Earned Value Management

Live CPI, SPI and EAC against your project baseline. See cost overruns before they're irrecoverable, not at month-end.

Variation tracking

Every change order is captured, costed, and reflected in the EAC. The audit trail joins straight to the original quote and contract.

What cost intelligence in ScopeKit unlocks

The workflow is the same whether you're reconciling supplier invoices, watching a live job, or pulling an audit trail.

Reconciling a month of supplier invoices

ScopeKit cuts the hours of manual entry to a 20-minute review of flagged fields only. Drag-and-drop your statements and invoices, review the exceptions, and approve in one pass.

Spotting a project running over

Live CPI/SPI flags the overrun in week 3, not at hand-over. You see the trend before it's irrecoverable, and you can act on the variation before it becomes a write-off.

Audit-ready cost trail

Every cost line traces back to its source document with full provenance. When a client, accountant or insurer asks where a cost came from, the answer is one click away.

Questions contractors usually ask

What buyers ask before signing up — answered straight.

01

How accurate is the OCR on a scrunched-up bank statement PDF?

ScopeKit's bank-statement extractor is built for UK business banking PDFs from the major providers (NatWest, Barclays, HSBC, Lloyds, Santander, Starling, Tide, Monzo Business, etc.). Each transaction is extracted with running balance and a confidence score — anything flagged for review surfaces in a separate panel, so you only spend time on edge cases.

02

Will it know that 'TP Wandsworth' is Travis Perkins?

Yes. The categoriser is trained on UK builders' merchants and supply-chain shorthand: Travis Perkins, Jewson, Screwfix, Toolstation, Selco, Wickes, Howdens, Plumb Centre and the long tail of plumbing, electrical and groundworks suppliers. Each transaction gets a category (labour / materials / subcontractor / equipment hire / fuel / other) and a confidence score.

03

What about subcontractor invoices arriving by photo?

Photograph or upload the invoice; ScopeKit reads the line items, totals, VAT and CIS deductions with per-field confidence. Flagged fields surface for review; high-confidence fields skip the queue. You go straight to approval, not to data entry.

04

How does this connect to project costs?

Once a transaction is categorised, you assign it (or let the AI suggest the assignment) to a project, phase and cost code. From there it flows into the project's cost actuals, the earned-value calculation, and the variance versus baseline. Your finance dashboard reflects reality, not last month's spreadsheet.

05

Will I lose visibility on what the AI did?

No. Every AI action is logged with the source document, the confidence score, the category assigned and the user who approved it. You can drill down from any cost actual to the original receipt or invoice in two clicks. Audit-ready by default.

Cost intelligence is available on plans with project management. See pricing to compare tiers.

See your project costs the moment they happen

Stop reconciling at month-end. Watch CPI, SPI and EAC live against every baseline.

See pricing