AI Analysis for Viewpoint Spectrum

AI analysis for your Spectrum data

Upload the exports you already pull from Spectrum and Spreadsheet Server. Then ask questions of your job history, drill into a job or a PM, and let AI flag cash-negative jobs, overbilling and profit fade before the PM review.

AI Analysis

Ask your Spectrum history anything

AI compares, flags and summarises across your jobs, PMs and periods. You decide what to do with it.

Ask your history

Ask plain questions of your job and financial history, like "How does this August compare to last August?" WIP and company financials are kept period by period, so the comparison is there.

Drill into a job, PM or brand

Start from the company numbers and drill down into one brand or division, one PM's jobs, or a single job.

Insights on each PM's P&L

AI reads each PM's P&L the way you'd review it with them: which jobs are cash negative, where overbilling looks healthy but isn't, and what to ask in the review.

Profit fade on WIP

AI compares each job's margin from period to period and flags profit fade, so you can raise it before the PM meeting.

Why the close is running late

Get a summary of what's still open on this month's book close, who owns it and what's holding it up.

Built from your exports

Analysis runs on the Spectrum and Spreadsheet Server exports you already pull and upload each month. No re-keying.

See it on your own Spectrum export

Book a demo and we'll walk through your job history, PM P&Ls and WIP with you.

Book a Demo
01AI Agents · Early Access

You set up each agent with your account manager

AI agents are early, and they run on your rules. You decide what each agent does, the thresholds it works to and when it runs, and your account manager sets it up with you.

Tasks and rules you define
Thresholds and tolerances you set
Runs on your schedule
Active Agents4 agents
PM Billing Reminders
Account Reconciliation
Report Generation
WIP Profit Fade Check
All agents configuredReady
02Prepare

Agents do the prep work

An agent works through the data you've uploaded, step by step, following the rules you set. It flags what needs a look and hands the result to your team.

Works from your uploaded exports
Checks against your thresholds
Flags exceptions for review
1
You Build
Reconciliation AgentConfigured
Threshold: $0.01·Daily 6am
2
Agent Executes
847/850
3 exceptions flagged
3
You Review & Approve
Account ReconciliationAwaiting Review
847 matched · 3 exceptions · $2,340
03Review

Nothing is finalized without your approval

Every piece of agent work comes to your team for review. You approve it or send it back, and each step is recorded.

Human review on every result
Approve or send back
Audit trail of each step
Review Hub3 pending
Review DetailsTimeTask NameTypeMonth
New form response
2 mins agoAccount Reconciliation
Recon
Mar 2025
New email reply
1 hour agoVariance Review
Review
Mar 2025
Agent work ready
3 hours agoVendor Billing
Billing
Feb 2025
Full audit trail recorded

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

Put your Spectrum history to work

Compare periods, drill into jobs and PMs, and go into every PM review knowing what to ask.