Three reports. Three totals. One truth.
Stop arguing about whose number is right. We give every report the same clean, checked numbers — and write down what each one means.
Clean and match.
Three departments, three different totals for the same quarter. Which one is right?
Finance · Accounting
Operations · Project tool
Sales · CRM
Duplicates removed
Entered twice? Counted once.
Names matched
“ACME Corp.” and “Acme Corporation” are one customer.
Checked every update
Odd rows are held back and sent for review.
Four reasons. All fixable.
Entered twice
An invoice keyed into QuickBooks and the job spreadsheet. One report counts it twice.
Duplicates found and merged automatically.
Named differently
“Rt 9 Bridge” in accounting, “Route 9 Bridge” in Procore. The reports can't line them up.
Names matched to one record.
Defined differently
Finance counts revenue when invoiced; sales counts it when signed. Both are “right.”
One written definition per number.
Pulled at different times
One report was exported Monday, the other Friday. They'll never agree.
Every report reads the same updated database.
Problems are caught before anyone sees them.
Every time your data updates, automatic checks run first. Anything odd is held back, not published.
- 6:00No duplicate invoice numbers41,208 rows
- 6:00Job totals match QuickBooksto the cent
- 6:01Every job has a project manager312 jobs
- 6:01Costs within the expected range3 rows held back
- 6:02Data is fresh (updated in the last 24h)all 5 sources
The 3 odd rows were held back from every dashboard. We were alerted and fixed them at the source before 9:00. Nobody on your team had to do anything.
Everyone means the same thing.
Every number in your dashboards has a written definition, a source, and an owner on your team.
- Revenue
- MeansInvoiced amount, excluding tax, counted on the invoice date.
- Comes fromQuickBooks invoices
- Owned byFinance lead
- Cost to date
- MeansEvery cost posted to a job, including committed subcontracts.
- Comes fromQuickBooks + Procore
- Owned byProject controls
- Customer
- MeansOne company, no matter how its name is spelled in each system.
- Comes fromCRM + QuickBooks, matched
- Owned byOperations
Questions about trust.
What happens when a check fails?
The odd rows are held back from every dashboard and report, and we're alerted. If our cleaning can fix it, we do. If the problem is in your source system, we show your team the exact record so it can be corrected there.
Who decides what a number means?
You do. We draft the definitions from how your team already talks about the business, then a named person on your side approves each one.
Can we see who changed what?
Yes. Every change made in an input screen is logged with who, what, and when.
Do we have to stop using our current reports?
No. Point them at the clean database and they'll finally agree with each other.