Construction Project Managers
Know your project costs before they become surprises.
Velixo gives construction project managers live job cost data in Excel, pulled directly from your ERP. No waiting on finance. No stale exports. No manual draw packet assembly. Just the numbers you need, when you need them.
Trusted by hundreds of construction teams across the world.
The gap between the job and the numbers: By the time you see the cost report, the job has already moved.
You’re accountable for what a project costs. But the cost data lives in the ERP, and the ERP belongs to finance. Getting a current picture of where a job stands means submitting a request, waiting for someone to run a report, and reviewing numbers that reflect the ledger as it existed a day or a week ago. On an active job, that gap is expensive.
The manual workarounds are worse. You build your own tracking spreadsheet, update it by hand after each cost entry, and accept that it will drift from the system of record. You enter WIP adjustments one line at a time in the ERP because there’s no way to do it in bulk. You assemble draw packets by pulling invoices and cost reports from different places and formatting them manually, every billing cycle, for every job.
None of that is project management. It’s data administration. And it sits between you and the work that actually needs your attention.
What it looks like when the data keeps up with the job
Live job costing, filtered however you need it.
Velixo pulls cost data directly from your ERP into Excel in real time. You can filter by job, by vendor, by cost code, by date, and every time you refresh, you're looking at the current state of the ledger, not a snapshot from last Tuesday. Cost-to-complete forecasting stays connected to actuals, so as the job moves, the forecast moves with it. Hampton Enterprises saved 24 to 32 hours per month across six project managers using a single Cost to Complete report built in Velixo. The Director of Construction noted the secondary effect: project managers started submitting their data on time, because the workflow finally made it easy to do so.
What it looks like when the data keeps up with the job
WIP adjustments and project estimates that write back to the ERP.
The biggest time drain in construction project accounting isn't running the reports, it's getting the adjustments back into the system. WIP entries that have to be keyed one line at a time. Revised project estimates that require manual ERP data entry after the Excel analysis is done. Velixo closes that loop. WIP adjustment journals and project estimates write back to Sage Intacct or Acumatica directly from your Excel workbook, in bulk. The analysis and the update happen in the same place. You stop treating the ERP like a separate system that needs to be manually synchronized with your spreadsheet.
What it looks like when the data keeps up with the job
Draw packets that build themselves.
Assembling a substantiated billing package for an owner is one of the most time-consuming recurring tasks in construction project management. Pulling cost reports, attaching invoice documentation, formatting the package to the owner's specifications that happens every billing cycle and it takes hours that compound across projects. 4Sight Construction Group automated their draw packet generation with Velixo. Dynamic filtering by job, vendor, or date. Invoice attachments included. The package that used to take a day to assemble now builds from live data with a refresh. Tina Frey, Director of Administrative Services: "It's one of the best tools we've implemented."
From construction teams running live
24 to 32 hours saved across 6 project managers, every month with the Cost to Complete report alone. And now I also get all my data from them on time.
It's one of the best tools we've implemented. Velixo brought back the Excel-based flexibility we missed, but with true integration to Sage Intacct. That's a huge advantage.
Velixo cut Mid-States Companies’ estimate and proposal manhours in half. If you don’t have Velixo, you’re crazy.
32 hours
saved every month per team on WIP adjustments
Automated
assembly packets from live data
50% Time Saved
to create estimate proposals
Built for the full project lifecycle
From the estimate to the final billing all in one tool.
Velixo's construction template pack covers every stage of the project cost workflow: job costing and cost-to-complete forecasting, commitment and cash flow analysis, WIP writeback, cost estimating, draw packet generation, and multi-ledger reporting. It's purpose-built for construction accounting, not adapted from a generic finance tool.
Project accounting & job costing
Cost-to-complete forecasting
WIP writeback
Commitment tracking
Draw packet generation
Multi-ledger reporting
Purpose-built for the ERP your construction business runs on.
Velixo's construction templates are built specifically for Sage Intacct and Acumatica. That means the project data objects, cost codes, and commitment structures your team works with every day are native to how Velixo connects to your system. Nothing generic, nothing adapted.
See what live project costing actually looks like in Excel.
The product tour covers the Cost to Complete workflow, WIP writeback, and draw packet generation: the three workflows where construction teams reclaim the most time. It takes five minutes and shows you exactly what your project managers would be working with.
Pre-built construction templates included. Most teams run live job cost reports within a day.