From Manual Rebuilds to 1 Auto-Refresh: Broccolini’s Upgraded Reporting

Client: Broccolini Construction
Industry: General contractor — residential, industrial, commercial
Region: Montreal, Toronto, Ottawa

“Each project is almost like its own little company. With Premier, we select the job and have receivables, payables, holdbacks, profitability, and access in one place.”

Broccolini is a multi-market general contractor delivering residential, industrial, and commercial projects across Montreal, Toronto, and Ottawa. Seeking a modern, finance-grade system that is easy for both project managers and accounting, the team turned to Premier Construction Software to bring live project data, standardized forecasting, and rigorous controls into one platform.

Broccolini Construction is a growth-oriented GC operating across three major Canadian metros. The company runs numerous concurrent projects and requires tight cost control, timely cash management, and dependable auditability at both the portfolio and individual job level.

Before Premier, Broccolini used another legacy system. While it was capable, it was not intuitive. Teams needed to “know the kinks” to enter costs or pull the right reports, which slowed decision-making and left finance and project managers hunting for information. The company wanted a platform that felt obvious to use, with self-serve reporting and search that simply works.

“Older software wasn’t obvious about where to enter costs or how to pull reports… With Premier, you just search ‘purchase order’ and the reports are there.”

Broccolini selected Premier primarily for usability across roles. The goal was to give project managers and finance a shared, real-time view of project health without specialist knowledge or manual workarounds. Premier’s “all-in-one” approach and job-level dashboards matched how Broccolini runs accountability: each PM operates like the CEO of their project, with clear visibility and controls.

1) Real-time, job-level control

The Job Dashboard centralizes AR, AP, holdbacks, and profitability for every job. Finance can see what is outstanding, whether vendors are being paid on time, and where cash flow needs attention. PMs are accountable to the same source of truth.

"It’s the one area to get all the information for your project… Receivables, holdbacks, vendor timing — everything at the job level".

2) Forecast accuracy and faster decisions

The Job Forecast Report tracks actuals, commitments, and change orders at a cost-item level. Teams can drill down instantly and update anticipated costs to reflect expected savings or overages. Red flags surface as they happen, not at month-end.

"We don’t have to wait for month end… We see exactly where we stand and can address issues as soon as they become apparent".

3) Data integrity by design

Premier prevents duplicate vendor invoices, maintains a real-time audit trail of who did what and when, and enforces granular role-based access. Only authorized accounting users can post invoices, and PMs see only the jobs they should. This protects cash and reduces risk.

"It won’t allow two invoices with the same vendor and invoice number… and the audit trail tells you exactly who did what, when".

4) Reporting at the push of a button

Using Premier’s OData Excel plug-in, Broccolini built custom financial statements and operational dashboards that refresh with a click, removing copy-paste errors and reviewer rework. The team uses this daily and has expanded into Power BI so executives can consume metrics in their preferred format.

"We created our financial statements with the OData plug-in… end of month we refresh and get them at the push of a button".

5) Executive-ready views with Power BI

Starting in Q4 2024, Broccolini connected Premier to Power BI through OData to publish tailored dashboards, like labor utilization by project versus budget, that auto-refresh while preserving data integrity. This eliminated recurring manual report builds and sped up distribution to leadership.

"When we mark something as urgent, I know we’re getting a call that day… The support team is excellent."

See the full conversation with Carlo here.