See where money is made, and who still owes you

Contracted work, cash collected, outstanding balances, expenses and margin, with job profitability and receivables aging, in one dashboard.

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Finance dashboard with contracted work, cash collected, outstanding balances, expenses and gross margin

The problem

Your bank balance isn't a business report

Without a clear view of what's contracted, collected and owed, it's hard to know if the business is actually healthy.

What you get

Contracted, collected, outstanding, expenses, gross profit and margin
Comparison with the previous period
Revenue, cash and expense charts
Invoice status and receivables aging
Job profitability ranking

How it works

Finance dashboard, step by step

1
Business at a glance
Key figures for the period compared with the previous one, with revenue, cash and expense charts.
2
Who owes what
Invoice status and receivables aging show what to collect first.
3
Profit by job
See which jobs make money and which need attention.

Industries

Popular with

General contractors

FAQ

Finance dashboard questions

Does it connect to my accounting software?

Not today. Figures come from your jobs, invoices and recorded payments in AGT Work Crew, and you can export them as CSV or PDF.

Works together with

Jobs & profitability

Track contract value, approved change orders, materials, expenses and crew labor on every job, and see profit and margin update as work happens.

Learn more →

Sales & billing

Estimates & invoices

Create branded estimates and invoices, send them by email as your company, see when clients open them, and let clients approve or decline estimates online.