Pulls every job-cost line.
Costs, billings, commitments, change orders, contracts, retainage. From your ERP, your card issuer, your inbox. Nothing to chase down.
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.
A continuous WIP that writes itself.
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.
12 projects. 47 pages of analysis. 8 minutes.
WIP AGENT · RUN #142 · MONDAY 6:52AMLive
Inputs collected
- Job costsPulled from Sage Intacct. 12 active projects, $14.2M YTD costs.
- BillingsPulled from Adaptive. $11.8M billed, $9.2M collected.
- Field calls5 PMs called Friday afternoon. 3 pickups, 2 callbacks. 4 transcripts.
- Change orders8 active. 3 drafted last week. 2 approved, 1 pending owner sign-off.
Outputs produced
- Updated WIPAll 12 projects. Forecast at completion. Variance flags on 3 jobs.
- Margin trendPortfolio GP holding 14.8%. Two jobs fading, one improving.
- Exec summaryOne-page narrative. 3 projects at risk, 8 trending favorable, 1 reschedule needed.
- DeliveredEmail to CFO, controller, ops VP at 6:52am. Before the 9am meeting.
Questions about the WIP Analyst.
It pulls job costs, billings, commitments, change orders, contracts, and retainage from your connected systems. It also follows up with project managers for the context behind variances, so the WIP reflects both the numbers and what is changing in the field.
No. It prepares the analysis, gathers project updates, and flags jobs that need attention. Your finance and operations teams review the results, apply judgment, and decide what action to take.
The agent can reach project managers by voice, text, or email. It asks targeted questions about cost changes, schedule risk, pending change orders, and forecast assumptions, then records the responses with the job.
Yes. Adaptive works alongside the accounting and project systems you already use, including Sage, QuickBooks, Foundation, Acumatica, and Procore. You do not need to replace your ERP to use the WIP Analyst.
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.