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📘 Automating FP&A In Excel
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For contractors and project-based companies

Work-in-progress reporting software

Collect estimates from every project manager in Excel, consolidate them automatically, and recognize ASC 606 / IFRS 15 revenue with a full audit trail.

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  1. Step 1 ERP data loads into every job sheet
  2. Step 2 PMs update cost-to-complete in Excel
  3. Step 3 PivotXL consolidates
  4. Step 4 You close on time, audit-ready

Your close is stuck in spreadsheets and email

ERP exports pasted into every job file. Cost-to-complete chased from 10+ project managers. Under ASC 606 and IFRS 15, your revenue is only as reliable as those estimates, and manual work makes them late, inconsistent and unsupported.

  • Manual Data Prep

    Before PMs can start, finance exports cost-to-date from the ERP and pastes it into every job file, every period.

  • Late Estimates

    Cost-to-complete templates go out by email, and finance spends the first days of close chasing PMs. One late estimate holds up revenue for the whole period.

  • Inconsistent Estimates

    Every PM returns a different file: edited formulas, missing jobs, last month’s version. Finance pastes it all into one schedule by hand, and one error flows straight into revenue.

  • Unsupported Estimates

    When cost-to-complete changes and nobody recorded who changed it or why, auditors ask, and finance rebuilds the story from emails.

  • Unreliable Revenue

    Late or revised estimates surface profit fade as catch-up adjustments, costing credibility with auditors, sureties, lenders and parent companies.

The PivotXL Solution

From ERP data to final WIP report: every estimate on time, consistent and supported, so you can rely on your revenue.

ERP Data Load

The problem

Finance exports ERP data into every job file by hand, every period

The solution

PivotXL loads cost-to-date from your ERP into each job sheet automatically, so every PM starts the period with current numbers.

Task Management

The problem

You spend the first days of every close chasing PMs for estimates

The solution

Assign each project manager their estimates for the period, set due dates, and see who’s submitted at a glance. Reminders go out automatically, so you stop sending them.

Excel Add-In

The problem

PMs won’t learn a new tool, and every template comes back different

The solution

PMs update cost-to-complete in a familiar Excel sheet showing just their jobs. Everyone works from the same structure, so nothing gets broken, renamed or emailed.

Central Database

The problem

Nobody knows which version is current, or who changed an estimate and why

The solution

One version of every job and estimate. Each period is versioned, and every change records who made it, when, and why, ready for your auditors.

Automated Roll-Ups and Reporting

The problem

Finance pastes dozens of files into one schedule by hand

The solution

As estimates arrive, PivotXL rolls them up by job, PM, division and company. Your WIP report is ready without a single copy-paste.

Custom Scripting

The problem

Profit fade shows up too late, as a catch-up adjustment you have to explain

The solution

Apply your percent-complete rules consistently, calculate over and under billings, and flag margin erosion the moment an estimate changes.

Shareable Web Dashboards

The problem

Auditors, sureties and your parent company get spreadsheets that are outdated on arrival

The solution

Give each of them a live, controlled view of the numbers in the browser. No attachments, no revised versions.

What Changes When Estimates Flow on Their Own

  • A Faster Close

    Estimates arrive in one place, already consolidated. Finance spends close week reviewing numbers instead of collecting them.

  • Audit-Ready Estimates

    Every change in percent complete has a history behind it. Hand auditors the record instead of rebuilding it from email.

  • Stronger Surety and Bank Credit

    Deliver timely, defensible WIP schedules every period, and give your surety and lenders a reason to trust your numbers.

  • No New Tool for Project Managers

    PMs stay in Excel. Adoption happens in the first period, not after months of training.

Send Us Your WIP Template

We’ll show you your own cost-to-complete and WIP process running in PivotXL, in a 30-minute demo.

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