Protée OS (pro-tay)
Features > Budget Management

Your budget, built fromthe quotes you already accepted.

Extract any quote or venue contract in a click. Track it against your total. See actuals, what's outstanding, and what's due when — without typing a number twice.

THE PROBLEM

The budget is always a week behind the event.

The quote lands as a PDF. Someone retypes the figure into a spreadsheet, or doesn't. A vendor revises, the sheet doesn't. By the time you're reconciling, the version you're working from describes an event that's already moved.

Then the client asks where the money is, and you spend an evening finding out.

HOW IT WORKS

From quote to budget in one click.

Extraction, not data entry

Every quote that comes through your Quote Hub can be extracted straight into Treasury. Venue contracts too. The number that goes into your budget is the number on the document, because nobody typed it.

Tied to the element

Confirm a quote and the price attaches to the element it was quoted for, and flows through to your scope of works. The budget and the build are the same record, so a change in one shows up in the other.

Track it live

Total budget, committed, actuals, outstanding. What’s been paid and what’s due when. One screen, current.

WHAT IT MEANS

When the client asks where the money is

The answer is a screen, not an evening of reconciliation.

When a quote comes back higher than the brief

You see it in the Quote Hub beside what you asked for, before it becomes a budget line.

When you’re running several events

Each one carries its own budget, built the same way, so comparing them doesn’t mean rebuilding anything.

WHAT THIS IS, AND WHAT IT ISN'T

Protée OS doesn't move money. There's no payment gateway, no funds held on your behalf, no disbursements to vendors.

It tracks what you've committed, what you've paid, and what's still outstanding — so the budget stays accurate without anyone maintaining it. You pay your vendors the way you always have.

You just always know where you stand.

Built by someone who's blown a budget on site.

23 years in event production, including General Manager of an event hire company. The budget going stale mid-build isn't a theoretical problem here.


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