PFI Project & WIP Intelligence
Project & WIP Intelligence
Turn project, job-cost, billing, labor, vendor, and backlog data into early financial and operational intelligence.
PFI connects WIP and project activity to margin, cash flow, execution risk, root causes, transaction evidence, and recommended action.
Core Intelligence Capabilities
Eight Intelligence Layers. One Decision Platform.
Project & WIP Intelligence does not simply report KPIs. PFI identifies what changed, why it changed, where the supporting evidence sits, what management can do about it, and the likely financial impact.
WIP & Project Health
Job Cost Intelligence
Pipeline & Backlog Intelligence
Change Order Intelligence
Billing, Cash & Retainage
Vendor & Subcontractor Intelligence
Workforce & Labor Intelligence
Project Risk Intelligence
The PFI Intelligence Model
The PFI Intelligence Path for Project-Based Businesses
Project & WIP Intelligence follows the same structured diagnostic model as every PFI module — connecting operational signals to financial outcomes and recommended action.
Project & WIP Intelligence is not a KPI dashboard. PFI identifies what changed in project performance, traces the root cause through job cost and transaction evidence, and surfaces the recommended action with projected financial impact — so leaders can act before issues reach the financial statements.
Executive Visibility
Executive Decision Intelligence
PFI enables executives to move from portfolio-level visibility down to an individual project or job — identifying where margin, cash, and execution risk are changing before they reach the financial statements.
Role Intelligence
Built for Every Role in the Organization
Owner / CEO
Portfolio-level project health, margin trends, backlog quality, and cash position — with the ability to drill into any job.
CFO
WIP schedule integrity, billing exposure, retainage risk, working-capital pressure, and project-level cash flow forecasting.
Controller
Job cost accuracy, over/under billing, cost-code variance, subcontractor commitments, and transaction-level evidence.
CPA / Auditor
WIP schedule audit support, percentage-of-completion testing, change-order documentation, and evidence-backed findings.
Industries Served
Built for Project-Based Businesses
Project & WIP Intelligence connects operational activity with financial performance so leaders can see where margin, cash, labor, billing, and execution risk are changing before those issues reach the financial statements.
See Project & WIP Intelligence in Action
Request a demo to see how PFI surfaces project profitability, WIP risk, billing exposure, and labor pressure in one decision intelligence layer.