Protect the revenue you have earned.

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Revenue Leakage Monitor™

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See it. Stop it. Capture it.

Onboarding complete. Your EarnedShield workspace is ready for operational use.

Workspace Status

Active

Role

—

Onboarding

Have existing company data?

Guided Setup v2 can detect and import your Excel or CSV workbook, then bring you back to finish any remaining setup.

Guided Setup v2Import existing data or tap a step

Financial Control Engine

Download your organization-licensed Excel companion for deeper project profitability, change-order margin, A/R aging, and forecasting.

Active Bid Pipeline

Active Contract Value

Open Change Orders

Outstanding A/R

Retainage

Revenue Leakage Monitor0 open

Daily Action CenterCritical and High first

Bid ControlPipeline + follow-up

Project ControlContract + margin

Change Order ControlApproval + revenue exposure

Cash ControlA/R + retainage

EarnedShield Data Import Center

Bring your current controls with you.

Upload Excel or CSV data, review the automatic mapping, and approve a secure tenant-scoped import.

Upload a workbookStep 1 of 4

Drop a workbook here

Excel (.xlsx) or CSV, up to 12 MB and 25,000 rows.

Choose file

Importing your data…

Starter CSV templates

Use a clean EarnedShield template when you are not importing an existing workbook.

Recent imports

Open the Import Center to load history.