Construction Project Financial Management Software

Datateer is software that automates the financial data flow from construction ERP and project management systems into executive-ready dashboards. It covers WIP, over/under-billings, cash flow forecasting, job costing, project performance, resource productivity, and KPI reporting. Instead of rebuilding reports in Excel each month, teams get standardized dashboards populated from source-system data.

Datateer connects directly to 20+ construction platforms, including Procore, Sage, Viewpoint Vista, Spectrum, Acumatica, Foundation, CMiC, Jonas, QuickBooks, and NetSuite. It extracts, cleans, maps, and standardizes data automatically, reducing the need for CSV exports, VLOOKUPs, manual reconciliations, and broken spreadsheet formulas before financial meetings.

The platform automates WIP schedules by pulling cost, billing, budget, and project data directly from your ERP. It calculates percentage complete, earned revenue, billed revenue, over/under-billings, projected margin, and margin fade indicators. This helps CFOs, controllers, and project accountants identify issues while projects are still active, not after the close.

Standard setup typically takes 2-4 weeks. The setup includes expert data extraction, cleaning, mapping, and dashboard configuration. Annual fees begin only when data is flowing, and the full day-one dashboard suite is included, so teams can start reviewing WIP, cash, project, and resource metrics quickly.

Pricing starts at a flat annual investment of $10,000 per year per data source, with the setup fee paid upfront. Datateer includes unlimited users, the full dashboard suite, all strategic views, and no per-seat licensing. A 5% discount is available when yearly fees are paid upfront.

Datateer includes 12 dashboards across Executive Strategy & Solvency, Financial Operations & Cash Management, Project Excellence & Field Operations, and Resource Productivity. These include WIP, AR/AP health, job-level cash flow, project cost performance, budget vs. actuals, PM scorecards, labor productivity, subcontractor performance, and equipment utilization.

Yes. Datateer supports custom dashboard tailoring for unique business processes, specialty contractor metrics, owner-specific reporting formats, proprietary executive views, and non-standard KPIs. Custom integrations are also available for legacy systems, on-premise tools, or Excel-based workflows not covered by the standard integration list.

Datateer is designed for construction companies, construction CFOs, controllers, finance managers, project accountants, operations leaders, and CPA or advisory firms serving construction clients. It is built for firms ranging from $10M to over $1B in AR that want faster, cleaner, more strategic financial reporting.