Completix

Vendor Management

Check vendor invoices before you pay them, not after

Completix gives project managers and PMO teams control over third party spend, from the original quote to the final invoice, all tied to the project budget. Nothing reaches your actuals unless you put it there.

Cloud Infrastructure Setup
$9,500.00estimate
$8,900.00actuals
Cost Categoryhardware
Expense TypeCapex
Notes
Type a note...
Quotes+ Add
PDFQuote_v1.pdf$9,500.00
Invoices+ Add
PDFInvoice_051.pdf$8,900.00
The old way vs Completix

Vendor spend is where budgets quietly bleed out

Invoices arrive late, a quote gets forgotten, and a small overage slips through unnoticed. The fix is not more automation, it is putting the quote, the invoice, and the decision in one place so a person catches the gap before the money leaves.

Without Completix
  • You open an email, dig out the original quote, and eyeball the totals, hoping you catch the difference.
  • The invoice gets paid, then keyed into a spreadsheet later, if anyone remembers.
  • Contracts sit in one drive, quotes in email, invoices in finance's inbox.
  • When audit asks what was agreed, you reconstruct it from scattered threads.
  • The overrun shows up in the numbers after the invoice is already paid.
With Completix
  • Each expense shows its estimate from the quote and its actuals from the invoice, so the gap is visible.
  • You mark confirmed actuals to count toward the project budget, on the date you set.
  • Contracts, quotes, invoices, and payment history live on one vendor record in the project.
  • Who approved what, and when, is on the record, ready for the audit question.
  • Nothing counts toward the budget and nothing is approved unless a person decides it.
Project expenses
CRM Replacement Programme
EstimateActuals
Cloud Infrastructure Setup
$9,500.00$8,900.00
Software Licences
$1,200.00$1,200.00
Implementation Services
$3,500.00$3,950.00
Support & Maintenance
$800.00$0.00
Actuals run over the estimate on 1 expense, review before it counts toward the budget
Before it counts

The quote sets the estimate, the invoice sets the actuals

When you log a vendor expense, the quote sets the estimate and the invoice sets the actuals, both attached to the expense. Across the project's expense list you can see where actuals have run over the estimate, so you catch it before the cost counts toward your budget.

  • Quote and invoice attached to each expense, with their amounts
  • Estimate and actuals shown side by side on every expense
  • Spot the expenses where actuals run over the estimate
  • Decide what counts toward the project budget, and when
Who decides

Money moves on your decision, not the system's

Completix does not pay invoices, release funds, or change your budget on its own. It shows you the estimate against the actuals, records who approved what, and counts a cost toward the budget only when you mark it. Every approval and every change is a deliberate action with a name and a timestamp against it.

Approved by a person

No invoice is approved for payment without someone reviewing it and approving it.

Counts when you mark it

No cost counts toward your budget until you mark it to count, on the date you set.

Recorded for audit

Every approval and change is logged with who did it and when, ready for the audit trail.

Keeping the budget true

Costs count toward the budget when you mark them

An invoice does not move your numbers on its own. You set forecast realization dates for when a cost is expected to land, then mark the actuals to count toward the project budget once they are confirmed. The budget reflects exactly what you have marked, on the dates you set, nothing more.

  • Set forecast realization dates for when a cost is expected to land
  • Mark confirmed actuals to count toward the project budget
  • Approved, forecast, EAC, and variance stay in step with what you mark
  • One set of numbers, kept true by a deliberate step
Total budget
CRM Replacement Programme
Approved$320,000
Forecast$312,000
EAC$312,000
Variance$8,000
Actuals to date$219,000 of $320,000
Forecast Realization Dates+ Add
Count toward project budget
Aug 05, 2025$6,000.00
Sep 11, 2025$3,500.00
Actuals Realization Dates+ Add
Count toward project budget
Aug 05, 2025$8,900.00
TD
TechDev Inc
Technology services, vendor since Jan 2024
Active
Total committed $42,000 Fully reconciled
Invoices Quotes (2) Contracts (1) Documents Notes
INV-2025-047
Design services, phase 1, due Mar 28
$18,000Paid Mar 30
INV-2025-051
Development sprints 1 to 3, due Apr 15
$24,000Paid Apr 17
INV-051 approved by J. Morris, Apr 16, 9:42am, counted toward budget
INV-047 approved by S. Chen, Mar 30, 2:15pm, counted toward budget
One record per vendor

Every contract, quote, and invoice on one vendor record

Contracts, quotes, invoices, and payment history live on the vendor record inside the project, not scattered across drives and inboxes. When finance or an auditor asks what was agreed and what was paid, the answer is on one screen, with the approval trail attached.

  • Contracts, quotes, invoices, and notes attached to each vendor
  • Status at a glance, committed, invoiced, paid, or on hold
  • Approval trail showing who approved each invoice and when
  • One place to answer the audit question, per vendor, per project
Capabilities

Everything you need to keep vendor spend under control

Built for project managers and PMO teams who need it to work, not just demo well.

Quote and invoice records

Attach the quote and the invoice to each expense, per vendor, per project, in one place.

Estimate against actuals

The quote sets the estimate, the invoice sets the actuals, and both sit on the expense.

Deliberate approval

Payment is approved by a person, with the decision recorded against the invoice.

Mark what counts, and when

Costs count toward the project budget when you mark them, on the realization date you set.

One vendor record

Contracts, quotes, invoices, and payment history attached to each vendor, always there.

Committed vs spent visibility

Know how much you have committed and spent per vendor at any point in the project.

Get started

Take control of your vendor spend

Stop discovering budget overruns after the invoice is paid. See vendor spend the moment it is committed, and keep your project numbers true.

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