All in One Project Finance Suite

This Space is designed for Enterprise teams that need powerful financial and project tracking across multiple initiatives. It is especially valuable for organizations that want to keep projects separated into their own boards while still consolidating all financial data into higher-level views. Finance teams, project managers, and operations leaders will find this Space ideal for managing detailed project-level budgets, invoices, and tasks while rolling everything up into centralized boards for yearly budgets, billing dashboards, and payments.

⚠️ Requirements:

• monday.com Enterprise plan with access to Workflows
• Install the free app “Workflow Blocks: Formula”

Tracking expenses, payments, and tasks across multiple projects often leads to messy spreadsheets, disconnected systems, and time-consuming manual updates. The challenge is even greater for teams that want to keep projects separate but still need a consolidated financial picture. This Space solves that by providing multiple perspectives: each project has its own set of boards for budgets, tasks, and invoices, while higher-level boards (I&P, BDB, YB) bring everything together into a unified financial system. Automated workflows connect the data across all boards, ensuring consistency and reducing errors. Because it uses advanced workflow logic, this version is designed for Enterprise accounts that need a scalable solution for both detailed project management and consolidated financial reporting—without relying on disconnected tools.

The biggest benefit of this Space is the balance between project-level separation and organization-wide consolidation. Each project lives in its own folder with dedicated boards for tasks, budgets, invoices, payments, and expenses, giving teams clarity and control at the project level. To make scaling simple, the Project Folder and its workflows can be saved as a standard or managed template, allowing new project setups to be created quickly without rebuilding from scratch. Meanwhile, the Invoices & Payments, Billing Dashboard, and Yearly Budget boards roll everything up, providing real-time insights across all projects. Automated workflows eliminate manual tracking and keep data synced across boards. With advanced automation powered by Workflows and the Workflow Blocks: Formula app, Enterprise users gain a system that is both detailed and scalable, helping teams reduce errors, save time, and stay confident in their data.