
Accountancy
Start in the main product view
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Capture records
Track accountancy overview, cashflow, expenses, mileage, wages, payslips, tax, reconciliation, project costs and year-end workflows in Zektrx.
For trade contractors that want operational and commercial records closer together without relying entirely on disconnected spreadsheets.


Operating system
Operating system
Manage cashflow, expenses, mileage, reconciliation, tax and year-end records.
Track wages, payslips, project costs and commercial reporting.
Connect financial records to jobs, quotes, invoices and operations.
Give leaders a clearer view of business health and upcoming actions.
Track accountancy overview, cashflow, expenses, mileage, wages, payslips, tax, reconciliation, project costs and year-end workflows in Zektrx.
For trade contractors that want operational and commercial records closer together without relying entirely on disconnected spreadsheets.
Finance workflow: Capture records -> Track costs -> Review cashflow.
Manage cashflow, expenses, mileage, reconciliation, tax and year-end records.
Financial records are disconnected from job delivery and site activity.
See the main module, supporting records and wider operating context for this workflow in Zektrx.
Accountancy
Capture records
Invoices
Track costs
Quotations
Review cashflow

Accountancy
Open the screen that carries this workflow so the page promise has a concrete product home.
Workflow touchpoint
Capture records

Invoices
Tie the related records, approvals and evidence back to the same operating context.
Workflow touchpoint
Track costs

Quotations
Connect the module to reporting, dashboards and the wider contractor operating system.
Workflow touchpoint
Review cashflow
Review the main product area, the steps involved and the checks that support the work, then continue to the most relevant Zektrx capability.
Product area
Zektrx accountancy dashboard preview
Workflow
Finance workflow
Checks included
Accountancy workflow
Explore next
Continue into the connected workflow path.
Keep the same operating thread running across site evidence, office decisions, stock movement and handover records, so every team sees the context behind the next action.

Site planning
Give teams a clear route from job setup, RAMS and documents into the work happening on site.
Connected workflow
Capture records

Compliance review
Keep evidence, checks and sign-offs close to the records your office needs to audit.
Connected workflow
Track costs

Materials control
Connect stock, assets and purchase evidence with the jobs that depend on them.
Connected workflow
Review cashflow
Financial records are disconnected from job delivery and site activity.
Project costs need better visibility while work is happening.
Expenses, mileage and wages create recurring admin.
Management needs reporting that combines operations and commercial data.
Step 1
Step 2
Step 3
Step 4
Step 5
RAMS, drawings, revisions, manufacturing planning, quality records and O&M handover evidence.
Permits, isolations, POWRA checks, toolbox talks, certificates, photos and completion reports.
Site fitting plans, installation checks, product data, snagging records and client handover packs.
Trade-specific RAMS prompts, inspection evidence, permits, site reports and operative briefings.
Explore the related Zektrx workflows that connect this process with the wider platform.
Yes. Zektrx includes accountancy overview, cashflow, expenses, mileage, wages, payslips, tax, reconciliation, project costs and year-end workflows.
Yes. Commercial and accountancy records can connect to jobs, quotes, invoices, costs and reporting.
No. Zektrx organises records and workflows; professional financial advice and statutory filings still require the appropriate accountant or competent person.