Built with Retool

Development of Financial Management Platform for Vergo

Toolshed (Retool, Bubble, Data, Automation)

Verified

Vergo - FP&A Suite

Goal

The objective of our collaboration with Vergo was to build a robust financial management and revenue forecasting platform tailored specifically to the construction industry. Vergo required a solution capable of integrating data from diverse ERP systems, providing a unified and customizable interface for real-time analysis, forecasting, and goal tracking.

Our Contribution

Unified Architecture and Data Warehousing: Designed a modular Domain-Driven Design (DDD) architecture hosted on GCP, integrating data from multiple ERP systems. Built an ETL pipeline using Airbyte and dbt to enable seamless data consolidation and transformation, creating a real-time financial data warehouse for Vergo's clients.
Monthly Revenue Forecasting with Machine Learning: Developed a regression-based ML model to predict monthly revenue accurately. Integrated into Retool for easy access, it adapts to changes in project costs and contract sizes—empowering proactive financial planning for construction companies.
Work-In-Progress (WIP) Process and Data Management: Implemented a BigQuery data pipeline with partitioned tables to manage historical and current project data efficiently. Enabled low-cost, on-demand access to WIP metrics for better project tracking.
Projections with Percentage-of-Completion Accounting: Built a projection module to support percentage-of-completion accounting with month-by-month earned revenue calculations. Enabled job-specific adjustments—like contract size edits, end date changes, or exclusions—directly in Retool.
Goals Tracking: Designed a goal-setting system with proration logic, letting users define specific financial targets while the system auto-fills the rest. Simplified forecasting by reducing manual input and improving clarity around goal progress.

Overview of Project Success

Through a unified, data-driven approach that integrates machine learning, ETL, and a DDD-based architecture on GCP, we delivered a scalable forecasting platform tailored for the construction industry. By combining data warehousing (Airbyte and dbt), regression-based revenue forecasting, and a Retool-powered interface, we enabled Vergo’s clients to make informed, real-time financial decisions.
Vergo financial forecasting module
Vergo financial forecasting module
The platform’s adaptability and customizability have established Vergo as a key innovator in financial management for construction, providing unmatched forecasting and goal-setting flexibility.

"I had the privilege of working with Abdul and his team developing our product. From the beginning, they demonstrated exceptional skills not only as developers but also as true product thinkers. They took the time to deeply understand our business goals and user needs, translating them into solutions that exceeded our expectations. Their ability to execute with speed and precision while maintaining the highest quality of code was remarkable. Whether it was tackling complex challenges, integrating user feedback, or delivering under tight deadlines, Abdul and his team consistently went above and beyond. Their collaborative approach and attention to detail made the entire process seamless and enjoyable. I highly recommend Abdul and his team!" – Rich, CEO of Vergo
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Posted Apr 26, 2025

Built a financial management platform for Vergo, integrating ERP data for real-time analysis and forecasting.

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