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Case study · Construction & professional services

Statutory reporting and e-invoicing made operational

Retention and payment-practice reporting, e-invoicing readiness and construction tax compliance, each connected to source data, reconciliation, ownership and evidence.

3regulatory regimes turned into working processes
Client
Global construction and consultancy group
Sector
Construction & professional services
Service
Finance Controls & Compliance Readiness

The challenge

New and changing obligations were landing on finance at once: retention and payment-practice reporting, e-invoicing mandates in European countries, and construction-industry tax and VAT treatment flowing across several systems. The risk was producing outputs that looked compliant but couldn’t be reconciled, explained or repeated.

E-invoicing: the first country on PEPPOL
Group financeFirst country live
  • First country on PEPPOL
  • Group finance

E-invoicing readiness began with one country and a scope designed to extend to further mandates.

Our approach

  • Retentions and payment reporting: reviewed the statutory requirements and AP/AR retention reconciliations, defined how deductions, releases and the reporting population should be treated, and worked with a technical colleague to build the reports. We escalated when a reporting deadline and unreconciled figures created risk.
  • E-invoicing: authored the decision paper on the country landscape, which senior leadership endorsed, then completed the platform scope and data requirements for the first country’s move to PEPPOL, aligning supplier communications with production readiness.
  • Construction tax and VAT: separated confirmed issues from assumptions, tested how data moved between source systems, the ERP and the AP platform, and set up a focused review with Tax and AP to fix the actual gaps.
How we make an obligation operational
  1. 01ObligationWhat the rule actually requires
  2. 02Source dataLedgers, sub-ledgers, systems
  3. 03ReconcileFigures that tie out
  4. 04OwnershipWho prepares, who signs off
  5. 05Workflow & evidenceRepeatable, explainable
  • People decision
  • System / automated
  • Control point

The outcome

  • AP and AR retention reports delivered on time, ready for compliance analysis and review
  • An endorsed e-invoicing strategy and a completed implementation scope for the first country

Preparing for the UK mandate? Read what the 2029 Peppol decision means for your finance operation.

  • Tax and VAT remediation based on a precise problem definition rather than broad assertions

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Keep reading

More results, measured.

100%of the division's payments approved and released in the ERP

Supplier payments brought end-to-end into the ERP

A once-weekly payment cycle run through spreadsheets, email chains and bank-portal approvals was redesigned around in-ERP workflow, automated reporting and direct bank transmission.

Global construction and consultancy group · Finance Process Automation40%+straight-through processing reached on the selected platform

From AP discovery to an automation platform, without a preferred product

Structured discovery of the invoice-to-pay process led to a seven-part improvement agenda, an options analysis and a weighted RFP that selected a specialist AP automation platform.

Global construction and consultancy group · Technology & Partner Selection£6Mrecovered to the P&L

£6M recovered from a goods-received-not-invoiced balance

In-depth analysis of a goods-received-not-invoiced balance traced it to process and system root causes. Fixing them returned around £6M to the P&L.

Global construction and consultancy group · Process Mapping & Lean Re-engineering

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