Build Flows
Production implementationReporting · Version of October 2026

Connecting project, accounting, and CRM information

A financial reporting implementation connecting Procore, QuickBooks Online, and HubSpot through Microsoft Fabric and Power BI.

  • Procore
  • QuickBooks Online
  • HubSpot
  • Microsoft Fabric
  • Power BI
The published walkthrough and screenshots use sample data for a fictional contractor. The August 2026 walkthrough shows 11 pages (including data quality); the October 2026 write-up documents the 10 business-facing pages.

What it brings together

Procore holds the job forecast, QuickBooks holds the money, and HubSpot holds the work not yet won. A project crosswalk links them, because the three systems share no common ID, and unmatched projects stay visible on an exceptions page.

What the walkthrough shows

Project and job mapping, validation before refresh, and the financial reporting views: WIP schedule, backlog, exceptions, AR and collections, cash forecast, and labor capacity.

Scope

A financial operating report covering WIP, backlog, AR, cash forecast, pipeline, and labor capacity.

Results

Quantified business outcomes will be added when an approved baseline and measurement are available.

Watch the walkthrough

Video unavailable? Watch on YouTube or read the written breakdown.

Chapters and transcript

How the information reaches the report

The general architecture behind our reporting builds. Each implementation uses the sources and checks agreed in its scope.

Source to report: data from Procore, accounting, scheduling and SharePoint lists is landed raw, cleaned and validated, modelled, checked by a data-quality gate and snapshotted, then published as Power BI reports with refresh status plus an exceptions worklist to fix in the source system.

Sources

  • Procore

    Projects, budgets, pay apps, quality

  • Accounting (Sage / QuickBooks)

    AR, AP, job cost

  • Scheduling (Outbuild / P6)

    Milestones

  • SharePoint lists

    Team inputs

Pipeline

  1. 1.Land raw (bronze)

    Copy source data as it arrives

  2. 2.Clean & validate (silver)

    Standardize IDs, types and dates

  3. 3.Model (gold)

    Defined measures, one version of each number

  4. 4.Data-quality gate

    Checks run before anything publishes

  5. 5.Snapshot

    Keep month-end figures as they were reported

Outputs

  • Power BI reports

    With refresh status shown on every page

  • Exceptions worklist

    Fix it in the source system

Every page, as delivered

Select any page to view it full size. The published walkthrough and screenshots use sample data for a fictional contractor. The August 2026 walkthrough shows 11 pages (including data quality); the October 2026 write-up documents the 10 business-facing pages.

Financial Operating System (sample data)

Next step

Which report or workflow would you like to improve?

Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.

Book a fit call Send a short inquiry

Prefer email? charley@buildflows.ai