Construction · General Contracting · Finance
Your WIP report takes a week to compile. Your bonding company needs it by Friday.
Your PM platform tracks committed costs. Your ERP tracks actuals. Nobody tracks the WIP adjustment you need for accurate revenue recognition. We build that layer.
The VisionWrights Pipeline
One unified view of your General Contracting 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
Your PM Platform
Procore · PlanGrid · Buildertrend
Accounting / ERP
Sage 300 CRE · Viewpoint Vista · QuickBooks
Estimating
Bluebeam · On-Screen Takeoff · WinEst
Payroll & Labor
ADP · Paychex · Certified payroll reports
Subcontractor Mgmt
Textura · Lien waivers · COIs
auto-
extracted
VisionWrights
Data Extraction
From every source system
Transformation
Cleaned, joined, normalized
Unified
Data Lake
Cross-project. Queryable. Yours.
surfaced
instantly
What You Get
Project Performance Dashboard
Real-time job cost & schedule KPIs
Financial Rollup
WIP reports, project P&L, cash flow
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
Project Performance Dashboard
Real-time job cost & schedule KPIs
Financial Rollup
WIP reports, project P&L, cash flow
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
Every month, your finance team is pulling cost-to-complete estimates from project managers, cross-referencing committed costs in Procore, and reconciling actuals in Sage to produce a WIP schedule. Each project manager estimates differently. Some are optimistic. Some haven’t updated their forecasts in weeks. The WIP report that your CPA firm reviews — and your bonding company relies on — is only as good as the inputs you can chase down.
The problem isn’t your team. It’s that construction accounting is fundamentally different from service accounting. Percentage-of-completion revenue recognition, retainage, AIA billing, and over/under billings create complexity that off-the-shelf reporting tools weren’t built to handle. And when you’re running 30 or 50 active projects, the manual effort to produce an accurate WIP report doesn’t scale.
We build a unified financial layer that connects your PM platform, ERP, and payroll into automated WIP reporting, cash flow forecasting, and job cost analysis. Your finance team stops being data assemblers and starts being financial advisors.
What You Get
Automated WIP Schedule
Work-in-progress reporting that pulls committed costs from Procore, actuals from Sage, and estimates-to-complete from your PMs — updated continuously instead of monthly.
Job Cost Analysis
Cost-to-date vs. budget by cost code, by project — with variance alerts that flag problems before they become losses.
Cash Flow Forecasting
Projected billings, collections, and payables across all active projects — so you can see cash gaps 60 or 90 days out instead of 10.
Over/Under Billing Report
Billings in excess vs. costs in excess by project — the report your CPA reviews and your bonding company requires.
Automated Financial Reporting
Monthly project P&L, portfolio financial summary, and bonding capacity reports generated automatically — no more week-long Excel exercises.
How We Work
We follow a three-phase approach that most General Contracting platforms complete in weeks, not quarters.
Assessment
We audit your project management platform, accounting system, and connected tools. We map data flows across your active portfolio and identify the 5–10 reports that would have the most impact if they ran automatically. You get a clear assessment of where visibility breaks down and what to fix first — not a sales pitch.
Build
We connect Procore (or your PM tool), Sage (or your ERP), and payroll through a normalized data warehouse. We build the reporting layer and configure role-based access so project managers see their jobs and leadership sees the full portfolio. No new PM system. No replacement of existing tools. Works with Procore, Sage 300, Viewpoint Vista, 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 project controls team becomes 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 schedules, job cost reports, cash flow projections, anything. We’ll respond with a concrete picture of what automated construction financial reporting would look like.
Or email us directly:
info@visionwrights.com