For finance
For delivery
Control project margins, cash flow, and receivables with finance insights in real time
Project-based firms struggle to understand margin and cash position until it is too late to act. evergreen’s end user applications bring financial dashboards into Microsoft Teams so AEC firms can track fee burn, receivables, and cash flow across projects, offices, and entities without waiting for month-end reports.
Why financial visibility breaks across projects and entities
Architecture, Engineering, and Construction (AEC) firms run delivery, billing, and finance across disconnected systems. Because project performance, invoicing, and collections are not linked in real time, finance teams see issues only after margins have already slipped.
This disconnect leads to:
No clear view of receivables, WIP, and project cash position across offices
Late visibility into cash exposure across projects, subconsultants, and entities
Margin erosion discovered after billing or project close
Manual follow-ups slowing collections and delaying cash inflow
Connect delivery and finance data into one project-level view
The finance insights app connects delivery and finance signals into a single financial view. Finance leaders can track how projects are performing, how cash is moving, and where risks are building across the firm.
- Analyze Profit and Loss (P&L) by project, discipline, office, or entity
- Monitor global cash balances across accounts, currencies, and regions
- Drill into Accounts Receivable (AR), Accounts Payable (AP), and overdue invoices by project or client
Investigate financial performance and act before margins slip
AEC finance teams need to understand how project delivery translates into revenue and cash. The finance insights app surfaces financial signals early so teams can identify risks, trace root causes, and take action before profitability is lost.
Improve receivables control and shorten cash cycles
Collections slow down when project billing, client behavior, and finance data are disconnected. finance insights connect these signals so finance teams can act earlier and reduce outstanding balances.
- Track Accounts Receivable (AR) aging by project, client, office, and discipline
- Identify overdue invoices and payment patterns across billing cycles
- Prioritize collections based on exposure, project value, and client behavior
Identify margin shifts across projects and disciplines
Margin erosion often starts at the project level but remains hidden in aggregated reports. finance insights exposes profitability changes across projects, phases, and teams so finance leaders can intervene earlier.
- Compare revenue, cost, and Earnings Before Interest and Taxes (EBIT) across projects and periods
- Analyze planned versus actual performance using forecast comparisons
- Break down realization and margin trends by discipline, office, or sector
Track cash position across entities before funding gaps appear
Cash flow risk increases when project billing and collections are not aligned. A real-time view of cash balances across entities means funding gaps can be identified early.
- Track cash balances across bank accounts, entities, and currencies
- Compare forecasted versus actual balances using rolling projections
- Analyze liquidity by region, entity, or project portfolio
Detect reconciliation gaps before they delay financial close
Reconciliation issues typically surface late, slowing close cycles and delaying reporting. Surfacing discrepancies early means teams can resolve them without impacting timelines.
- Identify mismatches between AR, AP, and intercompany balances
- Detect differences between General Ledger (GL) and subledgers with detailed breakdowns
- Analyze intercompany Profit and Loss (P&L) impacts across entities
Build financial views aligned to project and firm structures
Standard reports rarely reflect how AEC firms operate across projects and disciplines. Financial data can be analyzed in the way the business actually runs.
- Filter reports by project, discipline, office, entity, or GL account
- Support budgeting, forecasting, and variance analysis across project portfolios
- Share reports directly within Microsoft Teams workflows for faster decisions
Use copilots within evergreen to investigate financial signals faster
Finance teams lose time navigating multiple reports to answer simple questions. Copilots within evergreen allow users to query financial data directly and surface insights instantly.
- Ask questions such as “Show overdue receivables by project” or “Compare cash flow by entity this quarter”
- Trigger report generation and alerts from Microsoft Teams
- Surface risks in margin, collections, or forecasts through guided prompts
Move from financial data to action in a few steps
finance insights simplify how finance teams track and act on financial performance across projects.
- Step 1
Access financial dashboards from Microsoft Teams or Power BI across entities and currencies
- Step 2
Filter financial metrics by project, phase, office, or reporting dimension
- Step 3
Share insights across Teams, web, or mobile so decisions happen faster
Deliver financial visibility to every role responsible for performance
Financial control improves only when the right people can see and act on the right data. evergreen’s end user applications provide role-based financial visibility across the firm.
Finance teams
Track cash flow, profitability, and financial exposure across projects
Controllers
Identify discrepancies early and accelerate close cycles
Firm leadership
Monitor margin, working capital, and financial performance across entities
Project leaders
Understand project-level profitability, billing status, and collection risks
Ground every financial decision in live project and billing data
evergreen connects project delivery, billing, and financial data in one governed platform, linking project activity directly to revenue and cash flow.
empower acts as the decision intelligence layer that sits above evergreen or other systems. It interprets project and financial signals, applies service-centric context, and uses AI agents and copilots to guide decisions across the project lifecycle.
This combination allows finance leaders to track margin, investigate receivables, and respond to cash flow risks earlier because every insight is grounded in real project and financial data.
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FAQs
What financial insights does the finance insights application provide?
The finance insights application tracks Profit and Loss (P&L), balance sheets, global cash balances, receivables, payables, WIP, and reconciliation signals with drill-through reporting across projects and entities.
How does the platform support intercompany reconciliation?
Dashboards highlight discrepancies between AR, AP, and intercompany balances so finance teams can resolve mismatches early across entities.
Can finance teams forecast cash flow?
Yes. Cash flow dashboards show projected and actual balances across entities, incorporating receivables, payables, and project billing cycles.
Can firms create custom financial reports?
Yes. Finance teams can build reports using a unified data model with filters across projects, entities, and reporting dimensions.
Do copilots within evergreen support financial analysis?
Yes. Copilots within evergreen allow users to query financial data, retrieve reports, and surface risks directly within Microsoft Teams.