Use case
WIP & financial control, change-order aging and cash.
Unapproved change orders quietly erode cash and margin. A controller has $340K sitting unapproved across the portfolio with no systematic way to see the aging until it's a cash-flow problem.
The financial briefing
Signals reconciled from Procore and Sage into one truth, monitored daily.
Needs attention
$340K in change orders
Waiting on approval, 5 orders aged 5+ days, 2 over $100K.
Work before they age into disputes
Momentum
4 invoices ready to release
$2.1M · all approvals complete.
Release to improve cash position
Worth watching
Fee erosion
Forecasted fee dropping on 2 jobs, below contractual margin.
Surface in next financial review
The outcome
Change orders get worked before they age into disputes, approved invoices get released faster, and fee erosion is caught while there's still time, instead of discovered at month-end. Aging thresholds and cut-offs are defined once and enforced across every project.