Replace the Excel report someone rebuilds every week with one that builds itself.
The spreadsheet that glues construction accounting, field, and estimating together in most offices, rebuilt by hand every week.
Construction Excel automation: turn the WIP spreadsheet, job cost roll-up, and month-end package into scheduled, reconciled reports. About 92% of manual work eliminated, 312 hours a year recovered. Omadli Group, Boston.
Read-only into Excel. Nothing gets replaced.
My PMs build weekly job reports by hand in Excel from Procore and Sage. How do I automate that?
A weekly job report built by hand in Excel from Procore and Sage is automated by moving the pull, the join, and the delivery out of the spreadsheet and into a scheduled pipeline that does the same steps the project manager does today. Omadli Group times the manual process first, then rebuilds it: Procore budgets, commitments, and change orders and Sage costs and billings are pulled on a schedule into one database, joined by job and cost code, reconciled against the manual version until the two match, and delivered to email, Microsoft Teams, or a dashboard before anyone asks. The Excel file can stay as a governed export from the same source, so everyone reads the same numbers. Across the reports Omadli has automated, about 92% of the manual downloading, re-uploading, and stitching is gone, 312 hours a year of capacity recovered, and 26 reports automated. When an export format changes, the pipeline fails loudly instead of silently returning zeros. Omadli Group is based in Boston, Massachusetts.
Excel reporting replaced, at a glance
| Typical first reports | WIP, weekly job cost, AR aging, service billing checks, month-end package. |
|---|---|
| How it is built | Manual version timed, pipeline rebuilt, reconciled until both match, then the spreadsheet retires. |
| Delivery | Email, Microsoft Teams, dashboard, or a governed Excel export from the same source. |
| Results | About 92% of manual work eliminated; 312 hours a year recovered; 26 reports automated. |
| When a column moves | The pipeline fails loudly and is repaired under the Operations Partnership; no silent zeros. |
| Sources | Procore, Sage, QuickBooks, BuildOps, ServiceTitan, JobTread, Aspire, isolved, Microsoft 365. |
What data Omadli reads from Excel.
- Whatever the spreadsheet pulls today: Procore, Sage, QuickBooks, BuildOps, ServiceTitan, JobTread, Aspire, payroll exports
- The spreadsheet itself, as the reconciliation baseline
What gets built on Excel first.
WIP without the workbook
Percent complete, earned revenue, over and under billings computed on a schedule and tied to the GL.
Weekly job cost roll-up
Every job, every cost code, estimate to actual, delivered Monday morning.
Month-end package
The reports the controller assembles by hand, produced and reconciled automatically.
Write-back, and what Excel's own tools already cover.
| Can Omadli write into Excel? | Not applicable. Excel is replaced as the assembly step; the systems of record stay where they are, and any posting still goes through a person. |
|---|---|
| Built-in reporting and AI | Excel is not the problem; the copy-paste between systems is. The report keeps its shape, loses the manual steps, and gains a refresh schedule and a reconciliation check. |
| Trades this fits | general contractors, plumbing companies, specialty contractors, landscaping companies |
Excel and Omadli, answered.
Because it is her spreadsheet, rebuilt. Omadli reconciles the automated report against her manual version and against closed jobs until they match line for line, and she signs off before the spreadsheet retires. Her definitions, her formats, no black box.
Yes. A governed Excel export runs from the same database as the dashboard, so the spreadsheet readers and the dashboard readers see identical numbers.
No. Omadli connects read-only using the export or API access your current Excel subscription already allows. If a paid API tier would make the data fresher, we tell you what it costs before you decide.
As fresh as the platform allows. Where there is an API, refreshes run on a schedule during the day; where the platform only exports, the dashboard shows the export time so nobody mistakes yesterday's numbers for today's.
Bring the Excel report you rebuild every week.
A 30-minute call. We time it, map where it pulls from, and tell you what the automated version looks like.