Custom ERP Reporting & Financial Modeling Services
Custom Reports. Financial Models. Better Visibility. Smarter Construction Decisions.
ProTek Partners helps construction companies bridge the gap between the information their ERP captures and the information their business actually needs.
Through custom reporting, financial modeling, report modernization, and advanced data development, we transform ERP information into practical tools that support better financial management, project controls, operational performance, and executive decision-making. Our philosophy is simple: Don't make your business conform to the report. Make the report work for your business.
Our Custom Reporting & Financial Modeling Methodology
Our methodology connects the people who need the information with the systems, data, and financial logic required to deliver it.
Discovery & Business Requirements
We work with stakeholders to define what the report needs to answer, who will use it, and which decisions it will support. We review existing reports and workbooks to document requirements and recommend next steps.
Existing Report & ERP Capability Assessment
We assess whether your ERP’s built-in reporting tools and existing reports can meet your requirements. If they fall short, we identify the gaps and recommend an approach that fits your needs.
Data Discovery & Relationship Mapping
We locate the data across ERP modules and other sources, then map how it connects. We define the calculations and reporting rules so records are counted correctly and totals reflect the underlying transactions.
Reporting & Financial Model Design
We design reports and financial models around the decisions they support. We define how users will view and explore results, along with the calculations and assumptions that make the output understandable and maintainable.
Custom Development & Model Construction
We turn the design into working reports and financial models that fit your existing systems. Depending on the requirements, we may adapt a standard ERP report, build a custom dataset, or create a forecasting model.
Prototyping & Refinement
We give stakeholders a working prototype to review using real business scenarios. Their feedback helps us refine the calculations, assumptions, and layout so the final report or model fits how they work.
Reconciliation, Testing & Validation
We reconcile reports and models with source records and test them against agreed business rules. We verify that calculations, filters, and reporting periods produce accurate results in the scenarios users rely on.
Deployment, Training & Knowledge Transfer
We help roll out the validated report or model and train the people who will use and maintain it. We document how the results are produced and clarify who owns the process going forward.
Ongoing Reporting Support & Continuous Improvement
We help your reports and financial models keep pace with changes in your business. As new questions arise or systems evolve, we can update calculations, add data sources, and improve reporting performance.
Custom Reporting Solutions
ProTek adapts existing ERP reports and builds custom reports that bring data together across modules.
Financial & Accounting Reports
Track financial performance across departments, divisions, and entities. ProTek builds custom financial statements and month-end packages with the general ledger, cash, payables, receivables, and variance detail your team needs.
Job Cost & Project Financial Reports
Compare original and revised budgets with actual and committed costs. See how contract values and change orders affect the cost to complete and projected margins, from individual cost codes to the full project portfolio.
WIP & Revenue Recognition Reports
Calculate percent complete and earned revenue to identify overbilling, underbilling, and other WIP exceptions. Review projected margins and revenue adjustments in project-level schedules or a consolidated WIP report.
Payroll & Workforce Reports
See how hours, overtime, and labor costs are distributed across employees, departments, and projects. ProTek also supports union and certified payroll reporting where the ERP platform supports it.
Procurement & Commitment Reports
Track buyout progress and open commitments across purchase orders and subcontracts. Review vendor activity and changes to commitments to spot procurement exceptions and understand their cost impact.
Operational & Management Reports
Give managers and executives a clear view of project performance, backlog, and contract status. Bring equipment costs and resource data into the same view, with reports that flag exceptions requiring attention.
Financial Modeling Services
ProTek combines construction financial knowledge, ERP data, and modeling techniques to develop tools that support planning, forecasting, and business decisions.
Budgeting & Forecasting Models
Build annual budgets, rolling forecasts, and departmental plans. Use historical results as a starting point and adjust assumptions about revenue, staffing, and expenses as conditions change.
Project Profitability & Margin Models
Estimate final project costs and see how projected margins change when labor productivity, committed costs, or change orders shift. Compare scenarios to understand what drives project profitability.
WIP & Revenue Recognition Models
Calculate percent complete and earned revenue, flag overbilling and underbilling, and compare results across periods. We document the calculations and reconciliation steps so your finance team can review them against company accounting policies.
Cash Flow Forecasting Models
Forecast when cash will come in from project billings and collections and when it will go out for payroll, vendor payments, and other expenses. Test how changes in timing or financing affect cash needs.
Backlog & Revenue Projection Models
Project when existing backlog and anticipated awards could turn into recognized revenue. Adjust project schedules and award timing to see how those changes affect your outlook.
Scenario & What-If Analysis
Compare the financial impact of different decisions before committing to a plan. Change key assumptions to see how each scenario affects costs, margins, or cash flow.
Multi-Entity Financial Models
Consolidate financial results across companies, divisions, or regions. Account for intercompany activity and compare business-unit performance within the same model.
Different Reporting Options. One Goal.
Not every reporting requirement requires a complex custom solution. ProTek helps determine the most appropriate approach.
Reporting | Best Suited for |
|---|---|
Standard ERP Reports | Routine reporting where existing functionality meets requirements |
Modified ERP Reports | Adding fields, calculations, filters, grouping, or formatting |
Custom ERP Reports | Specialized business requirements beyond standard functionality |
SQL & Custom Data Views | Complex joins, cross-module reporting, and reusable datasets |
Financial Statement Reporting | Custom financial layouts, consolidations, and management reporting |
Excel Financial Models | Forecasting, assumptions, scenarios, and detailed financial analysis |
Automated Reporting Packages | Recurring reports requiring consistent preparation and distribution |
BI & Interactive Dashboards | Visual analysis, interactive KPIs, trends, and drill-down exploration |
Expected Results
Reporting That Actually Moves the Business Forward
Ongoing Custom Reporting & Financial Modeling Support
ProTek can also serve as an ongoing reporting and financial modeling resource. We can assist with individual requests, planned reporting initiatives, recurring enhancements, or larger modernization efforts.
Request Your Discovery Call with ProTek
Let us review your goals, outline an approach and provide a plan, timeline, and cost structure—so you can make the right decision with confidence.
© 2026 ProTek Partners.