/ Systems architecture  ·  Procore

Procore to your accounting, designed finance first.

The connector exists. The problem is that nobody designed the accounting rules first. I map Procore into QuickBooks or Sage 300 so cost codes, owner billing, retainage and WIP tie to the GL, and your bank, bonding company and CPA all read the same numbers. Every engagement starts with a fixed-fee diagnostic.

01  What the first pass usually finds

Procore knows the job reality. The accounting system usually does not.

GCs, civil contractors and project-heavy trades live in Procore: WBS, commitments, change orders, owner billing, WIP. If the accounting origin rules were never mapped on purpose, the month-end becomes a scramble.

01

WBS and cost codes that never crosswalked

Procore cost codes and the GL were never tied together cleanly, so job detail does not survive into the accounting system.

02

Owner billing and retainage handled inconsistently

Progress billing and holdback move differently every month, which puts your draws and your cash at risk.

03

WIP built by hand, late

The schedule the bank, the bonding company and the CPA all want turns into a manual spreadsheet that is different every time.

04

Change orders that drift

Approved and priced in the field, but they do not reconcile back to the books, so margin quietly leaks.

These are the kinds of gaps I see at a typical mid-market GC bidding tenders that demand monthly progress billing and WIP. They are representative, not a guarantee.

02  The build

Design the accounting rules, then bridge to WIP.

A fixed-scope Procore integration, $4,000 to $6,000 plus HST, roughly 15 to 20 hours. Only offered after the audit says it is worth doing.

01

Cost-code crosswalk

Tie Procore reality to the GL so job detail carries through to accounting and reporting.

02

Approver routine for commitments and owner billing

A defined flow for commitments, owner billing and change orders so nothing drifts between Procore and the books.

03

Retainage treatment that matches the Construction Act

Holdback receivable and payable booked correctly, so lien rights and cash timing are both protected.

04

Monthly WIP bridge

Project data supports the accounting schedule instead of replacing it, so WIP is lender-grade and owner billing ties to the GL.

03  Common questions

Procore and your books, answered.

Why is our WIP always late and different every month?
Because the cost codes, cost types and accounting rules were never designed first. Once Procore is crosswalked to the GL and the WIP bridge is built, the schedule falls out of the system instead of a month-end spreadsheet scramble.
Do you support Sage 300 CRE as well as QuickBooks?
Yes. Procore integrations run into both QuickBooks and Sage 300 CRE, which is common at the higher end of mid-market GCs.
What does it cost?
It starts with a $750 plus HST Diagnostic Audit. A full Procore integration runs $4,000 to $6,000 plus HST on a fixed scope, only if the audit shows it is worth it.
Is this bookkeeping?
No. I fix the software and the accounting workflow before the data reaches your team. See the page for accountants.
/ Next step

Get lender-grade WIP without the scramble.

The $750 + HST Diagnostic Audit shows exactly where Procore and your accounting break, and which fix is worth your money.