Construction · Electrical · Finance
You’re managing project WIP, service margins, retainage, and multi-entity P&L across 13 acquired companies. Each uses a different ERP.
Project revenue recognition, retainage accounting, service margin analysis, and multi-entity financial consolidation — each requires different treatment, each lives in a different system. We build the financial layer that connects them.
The VisionWrights Pipeline
One unified view of your Electrical platform
We extract data from every system your platform already uses, then transform and unify it so your team stops chasing spreadsheets and starts making real-time decisions.
Your Existing Systems
Dispatch / FSM Platform
ServiceTitan · FieldEdge · simPRO
Estimating / Bidding
Accubid · ConEst · Takeoff tools
Accounting / ERP
Sage · QuickBooks · NetSuite · Viewpoint
Payroll & HR
ADP · Paychex · Apprenticeship tracking
Project Management
Procore · PlanGrid · Job tracking
auto-
extracted
VisionWrights
Data Extraction
From every source system
Transformation
Cleaned, joined, normalized
Unified
Data Lake
Cross-branch. Queryable. Yours.
surfaced
instantly
What You Get
Operations Dashboard
Workforce, project health, service KPIs
Financial Rollup
Branch P&L, project vs. service margin
Chat Agent
Ask questions in plain English
Voice Agent
Call updates, hands-free insights
AI-Ready Data Layer
Structured for what comes next
Your Existing Systems
auto-extracted
VisionWrights Pipeline
Data Extraction
Transformation
Unified Data Lake
surfaced instantly
What You Get
Operations Dashboard
Workforce, project health, service KPIs
Financial Rollup
Branch P&L, project vs. service margin
Chat Agent
Ask questions in plain English
Voice Agent
Call updates, hands-free insights
AI-Ready Data Layer
Structured for what comes next
The Problem
Electrical contractor finance is uniquely complex because you’re managing two financial models simultaneously. Project-based work requires percentage-of-completion revenue recognition, WIP reporting, retainage tracking, and change order accounting. Service work requires different margin analysis, different cost allocation, and different revenue recognition. Leadership wants to see both together. Your ERP was designed for one or the other, not both.
If you’ve grown through acquisition, the complexity multiplies. Each company brought a different chart of accounts, ERP, and approach to job costing. Normalizing financial data across 13 entities so that branch-level P&L comparisons are meaningful takes your team days. Retainage receivables from project work create cash flow dynamics that pure service companies don’t face. And tariff exposure on copper and aluminum is compressing margins on fixed-price contracts where bid-to-actual variance tracking is critical.
We’ve built unified financial visibility for a national electrical contractor with 13+ operating companies. Project WIP, service margin, retainage management, multi-entity P&L, and bid margin analysis — all consolidated, all consistent, all automated.
What You Get
Multi-Entity P&L
Revenue, COGS, and gross margin by branch — normalized across acquisitions. Project vs. service revenue broken out with different margin treatment. Drill from portfolio to branch to job.
Project WIP & Retainage Reporting
Work-in-progress tracking, retainage schedules, over/under billing analysis, and percentage-of-completion calculations — connected to your ERP and project management systems automatically.
Service Margin Analysis
Revenue per electrician, parts margin, labor cost allocation, and service ticket profitability — the unit economics of your service division, separate from project financials.
Bid Margin & Estimating Accuracy
Bid-to-actual cost variance by job type, material cost tracking (copper, aluminum, conduit), and estimating accuracy trends — critical for pricing in a tariff-exposed environment.
Cash Flow Management
AR aging, retainage receivables, AP scheduling, and cash flow forecasting that accounts for project billing cycles and service revenue patterns.
Automated Investor Reporting
Monthly financial rollups with project and service segments, generated automatically — formatted for board meetings and PE investor updates.
How We Work
We follow a three-phase approach that most Electrical platforms complete in weeks, not quarters.
Assessment
We audit your full system landscape — dispatch, estimating, project management, ERP, and payroll — map data flows across branches and acquisitions, and identify the 5–10 reports that would have the most impact. You get a clear assessment of where visibility breaks down and what to fix first — not a sales pitch.
Build
We connect your systems through a normalized data warehouse. Project profitability, service margin, workforce analytics, compliance tracking, and financial consolidation — all built on a unified architecture. Works with ServiceTitan, simPRO, Sage, Procore, or whatever you run.
Adoption
We train your team to use the dashboards and own the data. The goal is an organization that does not need us to pull a report. Your ops and finance teams become self-sufficient within weeks.
Start Here
Operations Visibility Assessment
A 60-minute working session where we map your systems, identify where visibility breaks down, and show you what to fix first — not a sales pitch.
Schedule Your AssessmentGet Started
Tell us what your finance team compiles manually
Describe the financial reports your team builds by hand — WIP, retainage, project vs. service P&L, cash flow, investor decks. We’ll respond with what automated financial reporting would look like.
Or email us directly:
info@visionwrights.com