Wintelligent is the outsourced finance team for industrial automation integrators and machine builders. We show you the true margin on every kind of work you do, then help you build the service revenue that makes your company worth more.
For integrators across metro Atlanta, starting around Alpharetta.
| Type of work | Quoted | Actual |
|---|---|---|
| Controls upgrades | 31% | 29% |
| Robotic cells | 26% | 27% |
| Conveyor retrofits (leaking margin) | 28% | 9% |
| Panel builds (leaking margin) | 22% | 14% |
| Service and parts | 35% | 44% |
Conveyor retrofits and panel builds are leaking margin. Service and parts are beating the quote.
Illustrative figures. The audit shows your real ones.
Project businesses can stay busy and still run short on cash. The causes tend to show up in two places.
We start where the money is easiest to prove, then put it to work.
We rebuild your job costing so you can see quoted against actual margin by type of work, customer, and project size. Work in progress and estimated cost at completion get updated every month, so trouble shows up while you can still act on it.
Once you know which work pays, we help you package, price, and sell service contracts, spare parts, and remote monitoring. Recurring revenue evens out cash flow, and buyers pay more for it when it’s time to sell.
An accountant can tell you which jobs lost money. An agency can bring you more leads. We connect the two, so the work you chase is the work that pays.
Each month’s results sharpen the next round of targeting.
A paid audit first, so you see the value before you commit to anything ongoing.
We review your job costing, cash, and pipeline, then hand you the two or three changes worth the most money. If you continue, the fee counts toward your first month.
We map your accounting and project data, then build your work-in-progress schedule, quoted-vs-actual tracker, 13-week cash forecast, and a dashboard you’ll actually open.
The same four-week cycle, so you always know what’s coming and when.
Monthly retainers, scoped to your company’s size. Choose month to month or a discounted longer term.
| What’s included | Foundations | Growth | Partner |
|---|---|---|---|
| Best for | Getting the numbers right | Most integrators | Owners planning a sale or a big expansion |
| Monthly close oversight and dashboard | Included | Included | Included |
| 13-week cash forecast | Included | Included | Included |
| Job costing and quoting review | Included | Included | Included |
| Margin management on live jobs | Not included | Included | Included |
| Budget, forecast, and board-ready reporting | Not included | Included | Included |
| Marketing | Website and LinkedIn basics | RFQ capture and outreach to named accounts | Full program, including trade shows |
| Service revenue build | Not included | Not included | Included |
| Capital spending and return analysis | Not included | Not included | Included |
| Exit and succession readiness | Not included | Not included | Included |
Also available as one-off projects: exit preparation, ERP selection support, and job-costing rebuilds.
Wintelligent is led by a corporate finance manager with deep experience in budgeting, forecasting, month-end close, and margin analysis, plus hands-on work-in-progress and percentage-of-completion accounting. That last skill is the one project businesses need most and rarely find in an outside advisor. A marketing director runs the growth side.
Two to three weeks. A short list of the changes worth the most money. The fee counts toward your first month if you continue.
Email about an audit hello@getwintelligent.com