CFOs & Controllers

Accurate Job Cost. Stronger Controls. Real‑Time Financial Clarity.

Financial leaders in construction need more than accounting; they need control, real-time visibility, and reliable forecasting.

ProjectPro, built on Microsoft Dynamics 365 Business Central, unifies field operations, purchasing, labor, equipment, and billing to accelerate close and protect margins. With built-in Copilot, finance teams streamline reconciliation, financial analysis, and navigation, reducing manual effort at month-end.

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The Outcomes That Matter to Financial Leaders

Real-Time, Accurate Job Costing

ProjectPro gives finance teams complete control over job cost.

Assign every cost to the correct job and cost code to protect margin
See real-time margin movement and catch overruns early
Compare estimate to actual for stronger forecasting
Reconcile third-party payroll for fully burdened job cost
Capture true labor cost, including fringes and overtime

Reliable WIP Reporting & Revenue Recognition (PoC)

ProjectPro ensures WIP and revenue align with real-time project performance.

Calculate percent complete and cost-to-complete in real-time
Produce WIP schedules that reconcile revenue and cost each period
Track under-billing and over-billing to maintain contract accuracy
Include retainage and approved change orders in contract position
Review period movements faster with Copilot insights

Close Faster with Copilot

Copilot reduces manual effort and speeds up month-end.

Match more bank transactions automatically to reduce reconciliation time
Suggest G/L accounts to minimize coding errors
Handle one-to-many deposits with greater accuracy
Surface insights instantly for quicker review decisions
Streamline AP and review cycles with intelligent automation

Financial Controls & Audit Readiness

ProjectPro strengthens controls and reduces financial risk.

Standardize job setup and budgets to prevent costly errors
Track commitments for tighter cost control
Enforce 3-way match and approval workflows
Maintain segregation of duties to reduce risk
Flag exceptions early with Copilot to support smoother audits

Cash Flow Visibility & Forecasting

ProjectPro gives finance leaders clear, predictable cash visibility.

Consolidate AP, AR, retainage, and liabilities to understand true cash position
Align billing schedules with WIP to reduce revenue surprises
Use under- and over-billing insights to protect cash flow
Forecast margin impact with PoC-based revenue recognition
Leverage Copilot insights to act faster on financial risks

Billing, Retainage & Compliance

ProjectPro streamlines billing while protecting revenue and compliance.

Produce AIA-style applications to accelerate payment cycles
Track retainage held and released to safeguard cash flow
Support cost-plus, T&M, fixed-price, and unit-price billing
Align billing with commitments and approved change orders
Strengthen audit readiness with accurate, contract-based billing

CFO Dashboard: Key Metrics at a Glance

Job Profitability Made Clear:
See budget vs. actual for every project
Monitor Aging & Risk:
Track WIP, AR, and collection risk in real time
Cash & Retainage Insights:
Forecast cash, manage exposure, and understand cost-to-complete
Drill Down to Details:
Access source transactions instantly for confident decisions
Smart Summaries with Copilot:
Get overdue balances, variances, and job performance instantly

Why ProjectPro Works Better for CFOs

One source of truth:
Eliminate siloed systems and spreadsheet chaos
Faster, cleaner month-end closes:
Streamline financial closing with confidence
Predictable cash & fewer adjustments:
Improve forecasting and reduce surprises
Better decisions in real time:
Leverage job cost and field data with Business Central + Copilot

Executive FAQs

How can I manage construction WIP effectively? ▼

ProjectPro gives you real-time visibility into costs, commitments, and revenue for every project. You always know what's on budget, what's in progress, and where action is needed.

How can I improve construction cash flow? ▼

By connecting billing, retainage, and payments directly to projects, you can see cash coming in and going out, plan ahead, and make confident decisions without last-minute surprises.

How do I handle underbilling and overbilling? ▼

ProjectPro aligns invoices with work completed, including change orders and retainage. This ensures your revenue matches reality and protects both cash flow and project budgets.

Which KPIs should a construction CFO track? ▼

Track cash flow, job margin, WIP, and backlog. ProjectPro's dashboards let you see financial health across all projects so you can act on accurate, real-time data.

How do I ensure GAAP compliance in construction accounting? ▼

Standardized revenue recognition, job accounting, and reporting make audits simple. ProjectPro keeps your financial records consistent, accurate, and fully defensible.