Product
How FinCanvas works.
Five capabilities, in the order an estimator uses them. Cost the project, send the quote, win the work, invoice the client, get paid. Each step feeds the next without re-keying anything.
How does FinCanvas work?
You create a project, drag in the cost sections it needs (sound, lighting, crew, materials, whatever), and add line items with quantity + unit rate. Margin calculates live as you type. The canvas IS the quote — when you click Send, the live snapshot freezes into a binding PDF that goes to the client. Mark a quote as won, and an invoice spawns with the right number, due date, and PDF. Record payments against it; the invoice auto-marks paid when the running total hits the invoice value.
Costing
Map costs the way they actually run.
Every project gets a blank canvas. Drag in cost sections — one per chunk of the job. Add line items inside each section: quantity, unit rate, supplier cost, markup. Margin calculates live as you type.
- Two section types: Chargeable (on the client quote) and Overhead (your costs only)
- Cost section variants — quote Mon-vs-Tue load-in pricing without copying the project
- Sub-categories within sections so a long section reads as ordered groups, not a flat list
- Cost library — save line items you re-use across projects (PA system, day-rate, generators)
Quoting
Quote draft from the moment a project exists.
A draft quote is auto-spawned when you create a project, so there’s never a separate “generate quote” step. Edit the canvas; the quote updates live. Click Send and it freezes — from that moment forward, the canvas can change but the sent quote stays byte-stable as the contract you offered.
- Draft quote auto-spawned on project create
- Live preview while drafting; frozen snapshot on send
- Brand-aware PDF with your logo + brand colours + bank details
- Send via Resend email + PDF attachment, or download to send manually
This quotation is valid for 30 days from the date of issue
Invoicing
Invoice when you win — automatically.
Mark a sent quote as won, and an invoice spawns with the right sequential number, due date, and PDF. No re-keying the figures into a separate file. Send via email or download to attach manually.
- Sequential invoice numbering (INV-0001, INV-0002, …) — one counter per organisation
- Default due-days configurable per workspace (30 by default)
- Same brand-aware PDF renderer as quotes — invoices and quotes look like the same brand
- Payment terms + late-fee policy editable in /settings/templates
Issued
12 Apr 2026
Due
12 May 2026
Payment terms · Bank transfer within 30 days
Payment tracking
Record payments. Status auto-rolls.
Record payments as they land — bank transfer, card, cash, cheque. The invoice’s running paid total is recomputed on every record; when it hits the invoice value, the status flips to paid automatically.
- Partial payments supported — common when a project takes a deposit + balance
- Delete a payment by accident? The status reverts to sent until you re-add
- Each payment audited with method + reference + recording user
- Overdue tracking — invoices past due date flag for chasing
Invoice INV-0042 · paid £5,232 of £5,232
Bank transfer
12 Apr 2026 · Deposit · ref TX-0042-A
Bank transfer
08 May 2026 · Balance · ref TX-0042-B
Customisation + reporting
Custom fields per project. Win/loss reports across them.
Add the fields your industry actually uses — Site Address, Brand Code, Permit Number, whatever it is. Four field types: text, number, date, dropdown. The reports page rolls up win/loss across every closed project so you see what’s converting.
- Custom fields per Organisation — every project shows the same set
- Field types: text, number, date, single-select dropdown
- Win/loss reports filterable by date range — last 30/90/365 days or all-time
- Loss reasons captured as free text + grouped in the report
Won
£187k
Lost
£42k
Win rate
81.7%
Last 90 days · monthly
Product FAQ
Quick answers to questions that don't fit on a feature row.
What kinds of businesses use FinCanvas?
Anyone whose work happens in projects — events, AV production, construction sub-contractors, agencies, fit-out companies, custom fabrication. The shape of the work matters more than the industry: if every job is its own contract with its own cost shape, FinCanvas fits.
Does FinCanvas integrate with my accounting software?
Not yet. Invoice PDFs export cleanly so you can forward them into Xero / QuickBooks / Sage manually. Native accounting integrations are on the roadmap; priority depends on which tool customers ask for most.
Can multiple people work on the same project?
Yes. Real-time presence indicators show who else is viewing a canvas. Edits sync live so two estimators can divide a complex project between them and not step on each other.
Is my data backed up?
Yes. We use Supabase for storage, which runs on managed Postgres with continuous WAL backups + point-in-time recovery. We don’t expose a user-facing “export everything” button yet — it’s on the roadmap. If you need a full export of your workspace data, email support@fincanvas.co.uk and we’ll send it.
Can I import my existing Excel costing spreadsheet?
Yes — there’s a CSV import per cost section. Save your spreadsheet as CSV with columns matching the template, drag-and-drop into a section, and the line items appear. Bulk-import an entire blueprint is roadmap.
See it on your own work.
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