For construction accounting teams
Book close automationfor Viewpoint Spectrum
Spectrum holds the numbers. Vergo runs the month around them: close boards that roll forward, reconciliations for any account, and a monthly job review your PMs will actually use, because their P&Ls are easier here than in Spectrum reports and spreadsheets.
Works from the exports you already pull from Spectrum and Spreadsheet Server.
Trusted by construction finance teams at
Where does this month's close live?
For most Spectrum contractors, the answer is everywhere: the numbers in Spectrum, pulled through Spreadsheet Server, re-keyed into offline Excel workbooks and chased by email. And it all depends on PMs, supers and subs who don't share the urgency of month end.
Project Managers
Waiting on their P&L, late with change orders
Leadership
Waiting on company financials and job status
Subs & Vendors
Applications and COIs scattered across inboxes
Offline Excel Workbooks
Copies that drift out of sync every month
Spectrum & Spreadsheet Server
Numbers pulled and re-keyed every month
Email Inbox
Reminders and status updates sent by hand
Every month someone re-keys the same numbers, and nobody is quite sure which version is current. Vergo puts the close and your project financials in one place.
Built for how Spectrum contractors close the books
A close board that builds itself every month
Set up your close once. Each month Vergo creates the new close board, carries forward anything unfinished, and keeps every month separate, so you always know where the close stands.
Boards that roll forward automatically
No copying last month's checklist. Recurring tasks are created for you and open items move to the next close.
Owners on every task, PMs included
Accounting and project managers work off the same board, and you choose which tasks notify you when they're done.
Work keeps moving when someone is out
The process lives in Vergo, not in someone's inbox, so a teammate can pick up a queue mid-month.
Reconcile any account against Spectrum
Bank and card statements, AP and AR subledgers, balance sheet accounts against the trial balance, intercompany. Bring in the statement, spreadsheet or Spectrum export and Vergo matches it, flags what doesn't tie, and keeps the reconciliation with the month's close.
Any source, any format
PDF statements, Excel and CSV files, and the reports you already pull from Spectrum and Spreadsheet Server.
Exceptions, not tick marks
Matched items clear themselves. Anything missing, duplicated or off by an amount is flagged, and stays open until it's resolved.
Attached to the close
Every reconciliation lives on that month's close board with its support, ready for review and sign-off.
Bring your PMs in. Their reporting just got easier.
Accounting owns the numbers. PMs get a view of their own jobs that's easier to work with than Spectrum reports and spreadsheets, and the monthly job review happens in one place instead of across files and email.
A P&L for every PM, from one upload
Your team sets it up once from the job cost export you already pull. PMs see only their own jobs; overhead and company financials stay with admins.
PMs add the context
Why a job went cash negative, what's driving over/under billing, which change orders are still open. Answered in Vergo, not in a hallway.
AI preps the review
Flags cash-negative jobs, overbilling that looks healthy but isn't, and profit fade, so the meeting starts with the right questions.
Change orders, vendor setup and reminders without the email chain
PMs submit change orders, subs and vendors send their applications, COIs and licences, and monthly reminders go out on schedule. Everything lands in one place with the history attached.
Construction forms
Change orders, new subcontractor and vendor applications, and COI and licence collection.
Automated monthly reminders
Remind every PM to submit billing or change orders by your cut-off, without sending a single email yourself.
Review in one place
Comment and @mention on every submission, then export it to PDF or Excel for the job file.
Ask your Spectrum history anything
Job cost, WIP and company financials are kept period by period, so you can drill into a job, a PM or a brand, and compare this August to last August without building a new report.
Drill down on demand
Leadership pulls the numbers they need themselves, instead of waiting on a new spreadsheet.
Year-over-year and period comparisons
See whether the business is actually doing more, or it just feels like it.
Summaries of what's holding up the close
See which tasks and reconciliations are blocking the month, and who owns them.
Which jobs are fading since last month?
2 jobs have lost projected margin over the last 3 months:
Both are driven by labor running ahead of billing. Job 24-1087 is also $42K underbilled.
Keep Spectrum. Add the workflow around it.
Spectrum is your system of record, with job cost, AP and WIP reporting built in. Vergo doesn't replace any of it. It gives your accounting team the place to run the monthly work that happens around those numbers.
Viewpoint Spectrum
- Job cost, AP, payroll and the GL
- Contract status and WIP reports
- Where every transaction is posted
Vergo
- The book close: who owns what, what's done, what carries forward
- Reconciliations for every account, with exceptions tracked to sign-off
- The monthly job review: each PM's P&L, their answers, month over month
- The requests in between: change orders, vendor setup and reminders
Why offline spreadsheets stop working at month end
Spreadsheet Server and Excel are great for getting numbers out of Spectrum. But running the close on offline workbooks means no monthly cycle, no PM-level permissions and no single version of the numbers.
What Spectrum finance teams need
What offline spreadsheets give you
What you need
Close boards that rebuild every month and carry open tasks forward
What offline spreadsheets give you
Checklists you copy into a new workbook and clean up by hand each month
What you need
A P&L for every PM from one upload of your Spectrum export
What offline spreadsheets give you
Numbers re-keyed into a separate spreadsheet for each PM
What you need
PMs see only their own jobs; overhead stays admin-only
What offline spreadsheets give you
All-or-nothing sharing, or a separate file for every person
What you need
Automation that understands jobs, phases, cost types and WIP
What offline spreadsheets give you
Basic if-then rules with no accounting context
What you need
Approvals and sign-off with an audit trail
What offline spreadsheets give you
No concept of sign-off workflows or audit-ready records
Vergo is built for how Spectrum contractors actually work: monthly closes, PM reviews, and workflows that need an audit trail.
Book a DemoStart with the export you already run
No new reports to build in Spectrum. We set up Vergo around the job cost and WIP exports your team pulls today.
Send your month-end export
The job cost and WIP export you already pull from Spectrum or Spreadsheet Server. No new reports to build.
We set it up with you
A P&L for every PM and brand, your close checklist, your forms and who can see what.
Your team works in one place
PMs review their own jobs, accounting runs the close, and leadership drills into the numbers.
What construction finance teams are saying
“Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!”
Taylor Ricard
Controller, Moss Utilities
“Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.”
Mark Goan
Accountant, JMB
Automate the book close. Bring your PMs along.
Close boards, reconciliations and the monthly job review, in one place built for accounting teams on Viewpoint Spectrum.