ReconcileBook connects to your contractor clients' QuickBooks Online and generates WIP schedules, job costing reports, and over/under billing summaries in 30 seconds — not 3 hours.
14-day free trial · No credit card required
| PROJECT | CONTRACT $ | EST. COSTS | % COMPLETE | REV. EARNED | BILLED TO DATE | COSTS TO DATE | OVER BILLING | UNDER BILLING | RETAINAGE | COST TO COMPLETE | GROSS MARGIN |
|---|---|---|---|---|---|---|---|---|---|---|---|
Apex Valley Roofing Active | $47,250 | $35,438 | 74.0% | $35,015 | $38,000 | $26,175 | $2,985 | — | $3,800 | $9,263 | 25.3% |
Pine Ridge Remodel Active | $62,500 | $46,875 | 44.0% | $27,500 | $15,000 | $20,625 | — | $12,500 | $1,500 | $26,250 | 25.0% |
Summit Commercial Active | $98,500 | $73,875 | 13.0% | $12,805 | $49,250 | $9,604 | $36,445 | — | $4,925 | $64,271 | 24.9% |
Harbor View Build Active | $31,500 | $23,625 | 58.0% | $18,270 | $12,000 | $13,703 | — | $6,270 | $1,200 | $9,922 | 25.0% |
| TOTAL | $239,750 | $179,813 | 36.5% | $93,590 | $114,250 | $70,107 | $39,430 | $18,770 | $11,425 | $109,706 | 25.1% |
See it in action
Watch how ReconcileBook pulls live data and generates your report automatically.
Live app preview
Click the tabs to preview each report — this is your actual app, live from QuickBooks.
| PROJECT | CONTRACT $ | EST. COSTS | % COMPLETE | REV. EARNED | BILLED TO DATE | COSTS TO DATE | OVER BILLING | UNDER BILLING | RETAINAGE | COST TO COMPLETE | GROSS MARGIN |
|---|---|---|---|---|---|---|---|---|---|---|---|
Apex Valley Roofing Active | $47,250 | $35,438 | 74.0% | $35,015 | $38,000 | $26,175 | $2,985 | — | $3,800 | $9,263 | 25.3% |
Pine Ridge Remodel Active | $62,500 | $46,875 | 44.0% | $27,500 | $15,000 | $20,625 | — | $12,500 | $1,500 | $26,250 | 25.0% |
Summit Commercial Active | $98,500 | $73,875 | 13.0% | $12,805 | $49,250 | $9,604 | $36,445 | — | $4,925 | $64,271 | 24.9% |
Harbor View Build Active | $31,500 | $23,625 | 58.0% | $18,270 | $12,000 | $13,703 | — | $6,270 | $1,200 | $9,922 | 25.0% |
| TOTAL | $239,750 | $179,813 | 36.5% | $93,590 | $114,250 | $70,107 | $39,430 | $18,770 | $11,425 | $109,706 | 25.1% |
Your contractor clients need WIP reports for bonding, lenders, and monthly close. ReconcileBook generates them automatically using the cost-to-cost method — live from QuickBooks, no spreadsheet required.
| PROJECT | CONTRACT $ | EST. COSTS | % COMPLETE | REV. EARNED | BILLED TO DATE | COSTS TO DATE | OVER BILLING | UNDER BILLING | RETAINAGE | COST TO COMPLETE | GROSS MARGIN |
|---|---|---|---|---|---|---|---|---|---|---|---|
Apex Valley Roofing Active | $47,250 | $35,438 | 74.0% | $35,015 | $38,000 | $26,175 | $2,985 | — | $3,800 | $9,263 | 25.3% |
Pine Ridge Remodel Active | $62,500 | $46,875 | 44.0% | $27,500 | $15,000 | $20,625 | — | $12,500 | $1,500 | $26,250 | 25.0% |
Summit Commercial Active | $98,500 | $73,875 | 13.0% | $12,805 | $49,250 | $9,604 | $36,445 | — | $4,925 | $64,271 | 24.9% |
Harbor View Build Active | $31,500 | $23,625 | 58.0% | $18,270 | $12,000 | $13,703 | — | $6,270 | $1,200 | $9,922 | 25.0% |
| TOTAL | $239,750 | $179,813 | 36.5% | $93,590 | $114,250 | $70,107 | $39,430 | $18,770 | $11,425 | $109,706 | 25.1% |
| PROJECT | CONTRACT | BUDGET | MATERIALS | LABOR | SUBS | OTHER | TOTAL COST | VARIANCE | STATUS |
|---|---|---|---|---|---|---|---|---|---|
| Apex Valley Roofing | $38,000 | $35,438 | $8,250 | $14,925 | $3,000 | $0 | $26,175 | +$9,263 +26.1% | Under |
| Pine Ridge Remodel | $15,000 | $46,875 | $5,430 | $12,195 | $3,000 | $0 | $20,625 | +$26,250 +56.0% | Under |
| Summit Commercial | $49,250 | $73,875 | $2,750 | $5,854 | $1,000 | $0 | $9,604 | +$64,271 +87.0% | Under |
| Harbor View Build | $12,000 | $23,625 | $4,850 | $7,353 | $1,500 | $0 | $13,703 | -$9,922 -42.0% | Over |
| TOTAL | $114,250 | $179,813 | $21,280 | $40,327 | $8,500 | $0 | $70,107 | +$89,862 |
Your contractors need to know if a job is profitable — and why. ReconcileBook breaks down costs by materials, labor, and subcontractors for every active project, compared against the budget from QuickBooks estimates.
No CSV exports. No manual data entry. ReconcileBook uses secure OAuth to connect directly to your clients' QuickBooks Online — and pulls live data every time you open a report.
ReconcileBook vs. Manual
Simple setup
Sign up with your email. No credit card required to start your trial.
Click "Connect Client" and authorize their QuickBooks account via secure OAuth.
ReconcileBook instantly fetches all customers, invoices, bills, and estimates from QBO.
Open job costing or WIP. Download PDF. Send to your client in seconds.
What bookkeepers say
“I used to spend 3 hours every month building WIP schedules in Excel. ReconcileBook does it in 30 seconds — I just connect QuickBooks and the report is there.”
“My clients needed WIP reports for bonding and I was manually calculating over/under billings every month. This completely replaced that process. Worth every penny.”
“The job costing breakdown by materials, labor, and subs is exactly what my contractors ask for. I can't believe I was doing this manually before.”
Pricing
14-day free trial on every plan. No credit card required to start.
Up to 3 clients. Great for getting started.
Unlimited clients. Everything included.
For large firms needing custom setup and team seats.
All plans include a 14-day free trial · No credit card required · Cancel anytime
Join construction bookkeepers who replaced their WIP spreadsheet with ReconcileBook. Set up in 5 minutes. First report in 30 seconds.
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