UK Construction Finance Systems Consultant (Buildertrend + Xero + CIS + Domestic Reverse Charge)

UK Construction Finance Systems Consultant (Buildertrend + Xero + CIS + Domestic Reverse Charge) Overview We are looking for an experienced consultant—not a generic Buildertrend administrator—to redesign and optimise the operational and financial workflow of our growing UK construction business. Our objective is to make Buildertrend our operational source of truth while retaining Xero as our financial system of record. This is not a simple software setup project. We are looking for someone who understands UK construction operations, project costing, procurement, subcontractor management, CIS, Domestic Reverse Charge VAT, and financial controls. The successful consultant will first analyse our current processes, design an improved operating model, and then assist with implementation. ⸻ Current Systems • Buildertrend (CRM, estimating, operations, project management) • Xero (financial accounting) We operate under: • UK CIS Scheme • Domestic Reverse Charge VAT • Purchase Orders • Project Costing • Commercial & Residential Roofing Projects ⸻ Current Challenges Our objective is to eliminate unnecessary manual work while improving financial control. Areas to review include: • Purchase Order workflow • Supplier procurement • Subcontractor bidding • Cost code structure • Supplier bill workflow • Progress claims • Interim billing • Budget vs Actual reporting • Job Costing • Buildertrend to Xero integration • VAT handling • CIS handling • Domestic Reverse Charge • Management reporting • Historical cost reporting for future estimating ⸻ Desired Future Workflow Our ideal workflow looks something like: Estimate ↓ Project Created ↓ Budget Created ↓ Purchase Orders Raised ↓ Invite Subcontractors to Quote ↓ Award Purchase Order ↓ Subcontractor submits Progress Claim ↓ Project Manager Approval ↓ Supplier Bill flows into Xero ↓ Correct VAT / CIS treatment applied ↓ Bill allocated to Project ↓ Job Cost updates automatically ↓ Historical costs become available for future estimating We are looking for someone who can improve this workflow where appropriate rather than simply implement it as described. ⸻ Phase 1 Deliverable (Mandatory) Before any implementation begins, you will produce: • Current Process Review • Gap Analysis • Future-State Process Design • Integration Architecture • Data Ownership Matrix • Risk Assessment • Implementation Roadmap Only after approval will implementation proceed. ⸻ Essential Experience You must have demonstrable experience with: • Buildertrend • Xero • UK Construction • CIS • Domestic Reverse Charge VAT • Purchase Orders • Job Costing • Cost Codes • Management Accounts • Commercial construction processes ⸻ Nice to Have • Power BI • Workflow Automation • API Integrations • Process Mapping • Financial Controls • Construction ERP implementation ⸻ IMPORTANT Generic proposals will be ignored. Proposal Requirements Please begin your proposal with the words: “RoofPro Workflow Review” This confirms you have read the brief. AI-generated proposals, generic marketing responses and copied templates will be rejected immediately. We are looking for a consultant who can challenge our thinking, improve our processes, and build a scalable operating model—not simply configure software.