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Integration of Project Management and Accounting Systems for Streamlined Operations

sparkbusinessworks.com

Construction

Business services

Operational Inefficiencies from Disconnected Systems

Manual data entry between project management and accounting platforms caused delays, errors, and lack of real-time financial visibility across construction projects.

About the Client

Georgia-based general contractor specializing in residential and commercial construction projects

Key Goals for System Integration

Automate bidirectional data flow between project management and accounting systems
Eliminate manual reconciliation of project costs and invoicing
Enable real-time budget tracking and financial reporting
Improve cross-departmental collaboration through unified data access

Core System Integration Requirements

Automated synchronization of project timelines and cost codes
Centralized dashboard for financial health metrics
Real-time expense tracking against project budgets
Integrated invoicing workflow with client billing systems
Custom reporting with consolidated project financials

Technology Stack Preferences

Procore

QuickBooks Enterprise

AWS Integration Services

Critical System Connections

Project management software ↔ Accounting platform
Time-tracking tools ↔ Payroll systems

Operational Requirements

99.9% system uptime SLA
Role-based access controls
Data encryption at rest and in transit
Scalable architecture for 500+ concurrent users

Anticipated Business Outcomes

Expected 40% reduction in administrative overhead, 25% improvement in project margin visibility, and $150K annual savings from error reduction in financial processes.