Book close automation for Viewpoint Spectrum
Spectrum holds the numbers. Vergo runs the month around them: close boards that roll forward, reconciliations for any account, a monthly job review your PMs will actually use, the forms in between, and AI analysis across your job history.
The book close, in one place
Each month's close board is created for you, and anything unfinished carries forward. Every task has an owner, PMs included, and you choose which tasks notify you when they're done. Months stay separate, so catching up is simple, and the process lives in Vergo instead of someone's inbox.
Reconcile any account against Spectrum
Bank and card statements, subledgers, retainage and the balance sheet against the trial balance. Vergo matches the detail, flags what doesn't tie, and keeps a running list of what's still unresolved.
The monthly job review, run by accounting
Your team sets it up once from the Spectrum or Spreadsheet Server export you already pull. Every month each PM gets their own project P&L by brand or division, adds the context on their jobs, and the review, WIP and company financials stay together month over month. Each PM sees only their own jobs; company overhead stays with admins.
One upload. One version of the numbers.
P&Ls, WIP and the close all come from the same Spectrum export, so there's nothing to re-key.
Book a DemoChange orders, vendor setup and reminders, without the email chain
Change orders, new subcontractor and vendor applications, COI and licence collection, and the monthly "submit your billing" reminder to every PM all run on schedule. Every submission has comments and @mentions, and exports to PDF or Excel.
Ask your Spectrum history anything
WIP, company financials and job history are kept period by period. Ask questions in plain English, compare this August to last August, drill into a job or a PM, and let AI flag profit fade and cash-negative jobs before the PM meeting.
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.
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
See your project P&Ls built from your own Spectrum export
Bring your usual month-end export and we'll show you every PM's P&L, your WIP history and your close board in Vergo.