Construction · HVAC · Finance
You’re consolidating P&L across 8 acquired companies, managing seasonal cash flow, and your board wants monthly financials that take a week to compile.
Service revenue, installation revenue, maintenance contract income, warranty reserves, and seasonal cash flow dynamics — each in a different system, each with a different chart of accounts from each acquisition. We build the financial layer that gives you one source of truth.
The VisionWrights Pipeline
One unified view of your HVAC 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 · Housecall Pro
Accounting / ERP
Sage · QuickBooks · NetSuite · Viewpoint
Payroll & HR
ADP · Paychex · Workforce data
Service Contracts
Maintenance agreements · Renewals · Warranty
Fleet & Equipment
GPS · Fleet costs · Installed base data
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, seasonal demand, service contract KPIs
Financial Rollup
Multi-location P&L, service margin, 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
Operations Dashboard
Workforce, seasonal demand, service contract KPIs
Financial Rollup
Multi-location P&L, service margin, 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
HVAC financial management has unique challenges. Revenue is seasonal — cash piles up in summer and winter, then drops in shoulder months. Service revenue and installation revenue have different margin profiles and recognition timing. Maintenance contracts create deferred revenue that needs proper accounting. Warranty reserves are estimates because nobody has time to analyze historical claim rates properly. And if you’ve grown through acquisition, each company brought a different chart of accounts, ERP, and approach to revenue recognition.
Your finance team spends the first week of every month reconciling. Service revenue from the dispatch platform doesn’t match the GL. Installation revenue recognition requires manual journal entries. Cash flow forecasting is a spreadsheet exercise that doesn’t account for seasonal patterns. And your PE sponsor wants consolidated financial visibility across all entities — which means someone is manually normalizing data from 8 different ERP instances.
We build a unified financial data model that connects your ERP, dispatch platform, and payroll. Multi-location P&L, seasonal cash flow forecasting, service vs. install revenue analysis, warranty reserve modeling, and automated investor reporting — all calculated consistently, all updated automatically.
What You Get
Multi-Location P&L
Revenue, COGS, and gross margin by branch — normalized across different chart-of-accounts structures from each acquisition. Service vs. install vs. maintenance contract revenue broken out separately.
Seasonal Cash Flow Forecasting
Cash flow projections that account for HVAC seasonal patterns — so you see shoulder-month cash gaps 90 days before they hit, not 10 days.
Service Contract Revenue Analytics
Deferred revenue tracking, contract profitability by type, renewal pipeline value, and maintenance agreement contribution margin — the recurring revenue story your investors want.
Warranty Reserve Modeling
Historical claim rates, reserve adequacy tracking, and warranty cost by equipment type and age — replacing quarterly estimates with data-driven reserves.
Post-Acquisition Financial Consolidation
Chart-of-accounts normalization, intercompany elimination, and consolidated financial statements across acquired entities — automated instead of manual.
Automated Investor Reporting
Monthly financial rollups generated automatically — formatted for board meetings, PE investor updates, and lender covenants. No more week-long Excel exercises.
How We Work
We follow a three-phase approach that most HVAC platforms complete in weeks, not quarters.
Assessment
We audit your operational systems — dispatch, ERP, payroll, service contracts — map data flows across branches and acquisitions, 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 your systems through a normalized data warehouse. Service contracts, seasonal demand models, workforce analytics, and financial reporting — all built on a unified architecture. Role-based access so branch managers see their branch and leadership sees the portfolio. Works with ServiceTitan, FieldEdge, Sage, QuickBooks, 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 — multi-entity P&L, cash flow, warranty reserves, investor decks. We’ll respond with a concrete picture of what automated financial reporting would look like.
Or email us directly:
info@visionwrights.com