From Partial Procore Use to Full Financial Visibility in 60 Days
The engagement concluded with a fully configured Procore Financials platform, connected QuickBooks integration, and a trained team managing all active projects through Procore — delivered in just 60 days for an $80M+ commercial general contractor.
CLIENT
DAI General Contracting is an established commercial GC and leader in the self-storage construction industry throughout California, based in Irvine. With over five million square feet of storage completed and experience in office, retail, and tenant improvements, DAI’s annual revenue exceeds $80M.
CHALLENGE
Despite years of Procore use for project management, DAI’s accounting team had no real-time visibility into project-level financial commitments and only recognized costs when invoices arrived. They needed to add Procore Financials, properly configure it, and train their entire team.
RESULTS
In 60 days, Ascent configured Procore Financials, connected it to QuickBooks, migrated Excel-based budgets into Procore, trained all staff through on-site and virtual workshops, and brought all active projects live on the integrated platform — giving DAI real-time financial visibility for the first time.
Is Procore giving you real-time financial visibility?
The Ascent Difference
We gave an $80M general contractor something they’d never had before: real-time, project-level financial visibility — configured, connected, and trained in just 60 days.
DAI General Contracting had built a dominant position in California’s self-storage construction market, completing over five million square feet while maintaining experience across multiple commercial sectors. They’d been using Procore for project management for years — but with a critical blind spot. Accounting had no real-time visibility into financial commitments at the project level.
The result was a familiar problem: costs were only recognized when invoices arrived, creating a reactive financial posture that didn’t match the scale and complexity of an $80M operation. DAI’s CFO knew the solution was Procore Financials — but adding tools to an existing platform requires expertise in both the technology and the construction workflows it needs to support.
Ascent engaged through system review, configuration, process mapping, and progressive team training. Our engagement included:
- Procore and QuickBooks setup review — verifying project and cost code mapping
- Current-state process mapping for the full project financial lifecycle
- Excel budget migration into Procore Budget Upload Templates
- Custom Budget View configuration to replicate existing reports
- Progressive training: Accounting staff, then Project Coordinators, then PMs
- Pilot project testing before full live deployment
- Deliverable: All active projects live on integrated Procore Financials + QuickBooks in 60 days
“Now that Procore Financials is set up properly and our team knows how to use it correctly, we’re finally getting the full value of our investment in Procore. It was a pleasure to work with the team at Ascent, they made learning Procore fun and engaging!”
— Kevin Iverson
CFO, DAI General Contracting
In just 60 days, Ascent took DAI from partial Procore use to full financial integration. Manual spreadsheets and document templates were replaced by real-time financial data flowing between Procore and Accounting. Every active project was connected, tested, and live.
DAI’s CFO captured the impact: now that Procore Financials is set up properly and the team knows how to use it correctly, they’re finally getting the full value of their investment. The engagement didn’t just add a feature — it transformed how the company manages project economics.
For commercial GCs running significant volume, the gap between project management data and financial data is where margin leaks hide. When accounting only sees costs at invoice time, there’s no opportunity to course-correct mid-project. Real-time financial visibility isn’t a luxury — it’s the difference between managing projects proactively and explaining overruns after the fact.
Ready for real-time financial visibility?
If your Procore setup isn’t giving you the project-level financial data you need, let’s talk about how Ascent’s Certified Procore Consultants can close the gap — efficiently and without disrupting your operations.