Unlock More from Procore Financials: More Control, More Clarity, More Confidence

Chapter 1

Introduction

You're already building smarter with Procore—now it's time to take financial control to the next level. With rising costs, labor constraints, and narrow profit margins, real-time financial insight has become essential to staying on budget and ahead of risk.

Whether you’re a general contractor managing trade partners or a subcontractor focused on protecting your margins, Procore Financials was designed and built for construction and works how your teams work, not how traditional software expects you to. Real-time visibility into financials—powered by field data and connected systems—leads to faster, more confident decisions.

“We wholeheartedly believe there's no way to separate financial management from project management.”

Eliza Marsh

Director, Product Management

Procore

Chapter 2

Stay Ahead with Real-Time Financial Visibility

You already rely on Procore to connect your teams and keep projects moving. Now, see what’s possible when your cost data is just as connected. Procore Financials delivers real-time job cost visibility—so you can act on insights, not assumptions.

Eliminate spreadsheet chaos—unified, real-time data keeps project teams and accounting aligned, helping reduce surprises and accelerating decisions.

Chapter 3

Smarter Forecasting Built for the Way You Work

New forecasting features are here to help you manage every dollar with precision:

• Variance analysis to see what’s shifting and why

• Configurable budget columns that align with your workflows

• Snapshot comparisons so you can track changes over time

These tools are built with your day-to-day in mind—giving you more confidence in your margins and greater agility when things change mid-project.

“Successful companies deliver high quality projects on schedule and on budget.”

Eloise Hoegh

Senior Director, Product Management

Chapter 4

Procore Pay: Faster, Safer Payments for All

If you're not already using Procore Pay, now's the time. It’s transforming how GCs and subs handle payments—helping make the entire process faster, more secure, and less manual:

• Automated invoice processing and approvals

• Built-in lien waiver collection and compliance tools

• Fraud prevention safeguards

• Faster payouts that build stronger subcontractor relationships

Less admin, more trust. Everyone wins.

Chapter 5

More Control for Self-Perform Teams

For teams who self-perform work, we’ve added granular budget controls and performance tracking to help you:

• Monitor crew progress and productivity in real time

• Track internal labor and material costs with precision

• Improve your ability to forecast and course-correct mid-project

These enhancements are built for contractors who are hands-on—and margin-minded.

Chapter 6

New Features, Shaped by Your Feedback

Your feedback drives our innovation. That’s why we’re rolling out:

• Multi-currency support for international and cross-border projects

• A streamlined, intuitive UI to help teams get more done faster

• More flexibility with direct cost tracking and owner billing options

“We care about the product, and we want to make sure it really makes an impact on your business.”

Eliza Marsh

Director, Product Management

Procore

Chapter 7

Maximize the Value of the Platform You Already Trust

Financials, you can:

•  Strengthen your forecasting

• Control cash flow in real time

• Help reduce financial risk

• Build with clarity, accuracy, and control

Explore what’s new in Procore Financials.