Project finances

Follow project finances from budget to reported use.

Hoverview connects budgets, funding flows, commitments, expenditure and delivery context, so teams can see how project resources support the work.

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The financial reality

The programme story and the financial story should not drift apart

Project finances often begin in an approved budget, move through agreements and partner transfers, then appear again in expense trackers and reporting templates. Each file answers one question, and the whole picture becomes difficult to see.

Hoverview keeps the financial record connected to the project purpose, delivery and reporting periods. Teams can follow what was planned, what moved and what was used without separating the figures from the work they support.

One accountable financial record

See how resources move from agreement to reporting

The stages stay distinct, but they no longer have to live in separate stories.

  1. 1

    Budget

    Agree the plan and retain each revision.

  2. 2

    Commitment

    Record what has been agreed with funders and partners.

  3. 3

    Transfer

    Follow funds into the project and through the delivery chain.

  4. 4

    Expenditure

    Place spending in its period and delivery context.

  5. 5

    Report

    Reuse confirmed financial and project records.

From plan to actuals

Keep the full project finance chain understandable

Each financial record keeps its own meaning while contributing to one coherent view of the project.

  1. 1

    Keep the budget history

    Store the approved budget and later revisions as distinct versions. The effective date and reason for a change remain visible instead of the new figures silently replacing the old ones.

  2. 2

    Follow the funding chain

    Record money entering the project and onward commitments or transfers to delivery partners. Each step remains part of the same project finance story.

  3. 3

    Record expenditure in context

    Keep dated expenses with their currency, reporting period and source. Where the source supports it, connect expenditure to an output, activity, location or delivery partner.

  4. 4

    By result and by cost category

    A budget does not have to choose between the two. Track spending against a specific outcome and still report the itemised lines a finance team needs: medical supplies, shelter materials, field staff.

  5. 5

    Understand budget against delivery

    Compare what was planned with what was spent, split the way the project actually splits it. Where nobody recorded which result a cost belongs to, that gap stays visible rather than being filled with invented precision.

Clear financial meaning

Planned, promised, moved and used are not the same thing

Keeping these distinctions visible prevents one figure from being mistaken for another when teams assess progress or prepare a report.

A budget is the plan

It records what the project expects to use, including later approved revisions.

A commitment is an agreement

It records resources promised to the project or onward to a delivery partner.

A transfer is money moved

It records funds received or passed along the project delivery chain.

Expenditure is money used

It records project costs incurred during delivery, with the context available in the source.

Across social impact work

One financial chain, adapted to the project context

Humanitarian

Connect partner funding, operational periods, activity delivery and expenditure without maintaining a separate finance story for every report.

Explore humanitarian projects

Development

Keep multi-year budgets, revisions, result-linked expenditure and donor reporting connected as the project changes over time.

Explore development projects

Philanthropy

Follow grant-funded work from the award and budget through delivery partners, expenses, evidence and the funder report.

Explore philanthropic projects

Human-reviewed records

AI can read and propose. People confirm the financial record.

Hoverview can help read project documents and propose budget or transaction records. A person reviews the figures, currencies, dates, classifications and links before they become confirmed project facts.

Review the AI audit trail

Source context stays with the record

  • Currency follows the source document.
  • Document-stated exchange rates remain attributable.
  • Missing classifications remain visible.
  • Human confirmation stays distinct from AI assistance.

A project finance layer

Connect finance to delivery without replacing the accounting system

Hoverview does not move money, reconcile bank accounts, run payroll or replace a general ledger. It complements the systems that do by connecting confirmed project financial records to delivery, intended results and reporting.

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