WIP Analyst

A live WIP, every Monday morning. Before anyone asks for it.

Pulls every job's costs and billings. Calls your PMs for the why behind the numbers. Reads daily logs and meeting notes. Delivers the report before your 9am meeting.

Book a walkthrough Call our AI project accountant

Pulls every job-cost line.

Costs, billings, commitments, change orders, contracts, retainage. From your ERP, your card issuer, your inbox. Nothing to chase down.

Calls your PMs every week.

Voice, text, email. Whatever works. Asks what changed, what's at risk, what's stuck. Logs every answer to the job file.

Builds the WIP with the why.

"Cedar Grove tracking 6% over because two PCOs hit this week. Framing labor 12% above original estimate." Variance with cause, not just numbers.

Delivers before you ask.

Controller, CFO, ops VP at 7am Monday. Margin trend, % complete, projects at risk, recommended actions. Before the meeting starts.

WIP AGENT · RUN #142 · MONDAY 6:52AMLive

Inputs collected

Job costs
Pulled from Sage Intacct. 12 active projects, $14.2M YTD costs.
Billings
Pulled from Adaptive. $11.8M billed, $9.2M collected.
Field calls
5 PMs called Friday afternoon. 3 pickups, 2 callbacks. 4 transcripts.
Change orders
8 active. 3 drafted last week. 2 approved, 1 pending owner sign-off.

Outputs produced

Updated WIP
All 12 projects. Forecast at completion. Variance flags on 3 jobs.
Margin trend
Portfolio GP holding 14.8%. Two jobs fading, one improving.
Exec summary
One-page narrative. 3 projects at risk, 8 trending favorable, 1 reschedule needed.
Delivered
Email to CFO, controller, ops VP at 6:52am. Before the 9am meeting.

Stop chasing the field. Get ahead of it.

A 20-minute walkthrough where we run the WIP agent on a sample of 10 projects. You decide whether you'd want it running on yours.