AI and analytics that catches problems before they cost you  

UK contractors and homebuilders lose hours each week navigating screens to answer questions like "which jobs are over budget?" or "what’s our aged debt position?". Access Coins Evo returns the answer in seconds. 

Capabilities: 

• Role-specific Copilot skills for Financial Controllers, Project Managers and Customer Care Managers (UK homebuilders) 
• AI that understands UK construction context 
• Performs actions inside Access Coins Evo, such as sending payment reminders, posting journals or generating CVR queries 
• Runs on your live data with no exports 

Controls: 

• Inherits existing Access Coins Evo permissions - users only see data they are entitled to see 
• Full audit trail of every Copilot question and every action triggered

Reactive reporting tells you about budget overruns, compliance lapses and cash issues after they have already cost you. Feed within Access Coins Evo surfaces them while they are still cheap to fix. 

Access Coins Evo Feed delivers proactive, role-based alerts when something in your business needs attention, based on rules you define. 

Capabilities 

• 30+ pre-built construction notifications covering budget thresholds, cash flow, CVR variance, ConstructionLine and CIS compliance, subcontractor payment terms and aged debt 
• Role-based alerts route to Financial Controllers, Project Managers, Commercial Managers and Customer Care Managers 
• User-defined rules - set thresholds that match how your business runs 
• Mobile-ready — alerts reach the right person wherever they are 

Controls 

• Alerts respect Access Coins Evo permissions — sensitive data never crosses role boundaries 
• Full notification audit trail for compliance and management review 

Spreadsheet-built board reporting takes hours to compile and is already out of date by the time leadership opens it. Pre-built construction-specific dashboards give finance directors and executives portfolio-level visibility - without Power BI licensing or BI consultant setup. 

Capabilities 

• Pre-built dashboards: Financials Analytics, Activity Workbench, Aged Debt, Job Profitability 
• UK homebuilder dashboards: HB Progress Dashboard and Vulnerable Customer Flagging 
• Role-based views for CFO, Financial Controller, Commercial Manager, Project Manager and Operations 
• Drill from summary down to individual transaction without leaving the dashboard 
• Mobile-accessible for decisions made on site 
• If you need to extend further, Power BI Integration is available 

Controls 

• Read-only by default with permissioned drill-down access 

Month-end should not consume your finance team for a week. AI automation collapses the heavy lifting and lets your finance team focus on analysis. 

Access Coins Evo handles the manual coordination work that finance teams used to lose days to - bank reconciliation, future period forecasts, and Segregation of Duties checks. 

Capabilities 

• AI bank reconciliation matches transactions automatically - including UK construction payments such as retention releases, staged valuations and CIS-deducted payments 
• AI-Based Future Period Spreads forecast cash flow using your completed-project history 
• Direct UK bank connectivity for real-time cash position 
• Continuous Segregation of Duties monitoring runs in the background 
• AI invoice processing via Ancora reduces manual AP entry 

Controls 

• Every automated action is logged with a full audit trail 
• Exception-based approvals - your team reviews unmatched and flagged transactions only 

Build the reports your business needs without raising IT tickets, and connect to Power BI when you need to extend further. 

Capabilities 

• Custom report builder - build reports within Access Coins Evo using your live data 
• Power BI Integration and custom dashboards available 
• Schedule, export and distribute reports automatically (PDF, Excel, email) 

Controls 

• Report-level permission controls so the right people see the right numbers 
• All custom reports inherit Access Coins Evo data security and audit trail