Payment tracking

Budgeting and site payments driven by the visits already recorded.

A site is paid for work the sponsor already knows was done. The delay is almost never disagreement about the facts — it is that the facts live in an operational system and the payment lives in a spreadsheet.

  • Agreement negotiation
  • Per-visit budgets
  • Live accrual
  • Site visibility
  • Finance export
Site budget · illustrative
80%
Approved of accrued
Site 04 · agreement v2
Visits completed
184
Accrued
68,400
Approved
61,200
Paid
54,900
In dispute
0

Derived from recorded visits, never re-entered.

Start-up

Every start-up specialist's dream.

The workflow starts before the first patient. The agreement is negotiated inside the platform, the per-site budget is generated from it, and every recorded action populates the tracker on its own.

  • Negotiate in the tool

    Values proposed, revised and agreed inside MonitoHQ, with every version kept.

  • Review and approve in place

    Legal, finance and clinical operations review one document, and approval is captured against it.

  • The budget follows the agreement

    Signing the agreement generates the per-site budget and payment schedule from it.

  • Accrual is automatic

    A completed visit, a screened patient, a shipped kit — each populates the tracker as it happens.

  • Live, per site and portfolio

    Accrued, approved and paid stay current per site and across the study.

  • Sites can see their own position

    Coordinators open their own accrued and approved figures instead of emailing to ask.

The workflow

From completed visit to finance export.

  1. Budget

    Visit and milestone values set against the visit schedule, per site where terms differ.

  2. Accrue

    A completed visit accrues its value automatically. Nothing is entered a second time.

  3. Review

    The study team reviews what has accrued, with the underlying visits visible behind every figure.

  4. Approve

    Approved amounts are locked, with an attributable record of who approved them and when.

  5. Export

    Approved payments export to finance in their format, and paid status returns against the same records.

What it covers

Enough to stop the chasing.

Per-visit budgets

Visit and milestone values, per study and per site where terms differ.

Automatic accrual

Value accrues from the visit record, not a re-keyed schedule.

Site-facing view

Sites see their own accrued, approved and paid position.

Approval trail

Who approved what, and when, against the amounts approved.

Finance export

Approved payments export in the format your finance system expects.

Portfolio view

Committed and paid across sites and studies, from the same records.

Demo

Bring a site that chases you for payment.

30 minutes with a founder. We'll model their budget against completed visits and show what they would see on their own screen.