Monthly Job Review

The monthly job review, run by accounting

Your team sets it up once from the exports you already pull from Viewpoint Spectrum and Spreadsheet Server. Your PMs get their own project P&L that's easier to work with than Spectrum reports and spreadsheets, answer the questions that matter, and every month's review, WIP and company financials stay in one place.

Project P&Ls

A P&L for every PM and every brand

Upload your Spectrum or Spreadsheet Server export once a month. Vergo builds a project P&L for every PM and rolls it up by brand or division. Each PM sees only their own jobs, and company overhead stays with admins.

P&Ls by PM, brand and division from one upload
PMs see only their own jobs
Company overhead visible to admins only
Project P&L
PM: J. AlvarezAug 2026
May
Jun
Jul
Aug
JobCostMarginOver/Under
24-1042 Riverside Clinic$695K15.2%+$18KOn Track
24-1087 Harbor Lofts$1.05M12.5%−$42KUnderbilled
25-1103 Oak St. School$310K8.8%+$26KCash Negative
3 active jobs · Spectrum export, Aug2 to review
AI P&L Review

AI reads each PM's P&L before the review

AI goes through each PM's P&L the way you would in their monthly review. It flags cash-negative jobs, points out overbilled and underbilled jobs, and suggests what to ask the PM about.

Cash-negative jobs flagged
Over/under billing called out by job
Suggested questions for each PM review
Vergo AI
Online

Which jobs are fading since last month?

2 jobs have lost projected margin over the last 3 months:

Job 24-108718% → 12%
Job 25-110314% → 9%

Both are driven by labor running ahead of billing. Job 24-1087 is also $42K underbilled.

Ask about your jobs and financials...
WIP History

WIP you can compare, period by period

Every upload is kept by period, so your WIP builds a history instead of being overwritten. Compare over/under billing month to month, see profit fade on a job, and put this August next to last August.

Over/under billing tracked across periods
Profit fade by job and by PM
This period vs the same period last year
Job Cost Trends2 flagged
Labor — Project 1042Above threshold
Current: $28.4KPrior: $22.1K+28.5%
Materials — Project 1087
Current: $94.2KPrior: $93.8K+0.4%
Equipment — Project 1103Above threshold
Current: $12.7KPrior: $8.9K+42.7%
Period-over-period · 10% threshold
Company Financials

Company financials leadership can drill into

Vergo builds company financials from your trial balance. Leadership can drill from the company down to a brand, a PM or a job. The P&Ls, the WIP and the financials all come from the same upload, so everyone is looking at one version of the numbers.

Financials built from the trial balance
Drill down from company to brand, PM and job
One version of the numbers, with nothing to re-key or copy between workbooks
Custom Report
PDFExcel
AccountActualBudgetVariance
Revenue$142K$135K+5.2%
Cost of Goods Sold$61K$58K+5.1%
Operating Expenses$34K$38K-10.5%
P&L Summary — Apr 2026Generated

No more re-keying. No more “which version is this?”

See your project P&Ls built from your own Spectrum export.

Book a Demo

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

Every PM's P&L, ready for the monthly review

See how Spectrum teams turn one monthly export into project P&Ls, WIP history and company financials, with no re-keying.