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Reportly AI
Construction & real estate

FP&A for Construction & Real Estate (Coming Soon)

Construction profits live and die at the job level. Yet job costs, WIP, and cash usually sit in three different files. Reportly is bringing live, job-level FP&A to construction teams on QuickBooks. Join the waitlist to get it first.

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  • Hard hat
  • Crane
  • Excavator
  • Blueprint
  • Brickwork
  • Site plan
Job progress, WIP, and backlog
JOB PROGRESS4 of 6 floors completeWORK IN PROGRESS$1.9MBACKLOG$6.4M contracted

Illustrative preview — not customer data

01 — The problem

What breaks in construction & real estate finance

The same three failures show up in almost every construction & real estate team we talk to.

  • Job costs sit in three files

    Costs, WIP, and cash rarely agree, and never on the same day.

  • WIP is a month-end scramble

    Over- and under-billing gets discovered after the period closes.

  • Cash timing decides everything

    Draws, payables, and retainage land out of sequence with the work.

02 — Metrics that matter

The numbers your board actually asks about

Reportly builds these from your live accounting data, so they never depend on a spreadsheet refresh.

Job and WIP dashboard

Illustrative data
Job gross margin
23%
▼ -1.6 pts
Work in progress
$1.9M
▲ +11%
Backlog
$6.4M
▲ +9.0%
Retainage held
$310K
▲ +4.4%
03

What we're building for builders

  • 01

    Job-level P&L

    Cost and margin per job from your QuickBooks classes, via QuickBooks reporting.

  • 02

    WIP visibility

    See work-in-progress position without the month-end scramble.

  • 03

    Cash by project

    Forecast draws, payables, and retainage timing in budgeting and forecasting.

  • 04

    Consolidated views

    Roll jobs into entity and group pictures automatically.

04 — Month end

What a month looks like with Reportly

Close the books, and the reporting takes care of itself.

Day 1

Actuals land

Job costs sync from QuickBooks classes and projects.

Day 2

Job margins

Cost and margin per job update without a month-end rebuild.

Day 3

WIP and cash

Draws, payables, and retainage timing project forward.

Day 4

Owner pack ships

Jobs roll into entity and group views automatically.

05 — Key terms

The vocabulary, defined

Plain-English definitions of the terms this page uses. More in our glossary.

  • Job costing

    Tracking revenue and cost against each individual job rather than in aggregate.

  • Work in progress (WIP)

    The value of work performed but not yet billed, and vice versa.

  • Retainage

    A percentage of payment withheld until a job reaches completion.

  • Backlog

    Contracted work you have won but not yet performed.

FAQ

Construction FAQ

It builds job-level views from your QuickBooks class and project data.
It's in development. Construction waitlist members get early access and a say in priorities.
More industries

Reportly across sectors

Built for how construction & real estate really works

Reportly is in early access. Join the waitlist to see it on your own numbers.

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