AI Agents
Agents that close the gap between what happened on the job and what got billed, paid, and recorded.
Construction money leaks in the handoffs. Extra work gets agreed on site and never billed. Pay applications are rebuilt in Excel every month. Sub invoices get paid without anyone checking them against the contract or the lien waiver file. Overruns show up at closeout.
Finance agents sit between your project system and your accounting system. They read Procore or your job data, QuickBooks or Sage, and the email inbox, then do the reconciling and drafting a project accountant would do. Nothing is posted, paid, or sent to an owner without a person approving it.
Most contractors start with the pay application agent or the invoice matching agent, because both save hours every month and the results are easy to check.
What the work looks like today, what changes with the agent, and where a person stays in control.
Today
A project manager spends a day each month pulling percent complete, change orders, and retainage into an AIA G702/G703 in Excel.
With the agent
The agent pulls the schedule of values, approved change orders, and progress from your job data, drafts the G702/G703, and flags every line that does not reconcile with last month or with what accounting shows.
The PM reviews and signs before it goes to the owner.
Today
Extra work gets agreed in a site conversation or a text and never makes it onto a change order.
With the agent
The agent reads RFIs, site emails, and WhatsApp, iMessage, or SMS threads, spots likely scope changes, drafts the change order with cost backup, and follows up until it is approved or rejected.
The PM approves the draft and the pricing.
Today
Accounts payable checks each sub invoice against the contract, prior billing, and paperwork by hand, or does not check at all.
With the agent
The agent matches each invoice to the subcontract, purchase order, prior billing, and the lien waiver on file, routes clean invoices for payment, and holds the rest with a plain reason.
The controller releases payment.
Today
Budget overruns surface at closeout, when it is too late to do anything about them.
With the agent
Every week the agent compares committed and actual cost against budget by cost code and sends a short note: which jobs are drifting, by how much, and what is driving it.
Read-only. It reports and changes nothing.
Today
Retainage and overdue pay apps sit unpaid because nobody has time to follow up.
With the agent
The agent tracks what is owed by job and owner, sends polite reminders on your schedule, and escalates to you when an owner goes quiet.
You set the tone, the schedule, and when it escalates.
Anything that spends money, sends a document outside the company, or changes a record of truth waits for a named person to approve it.
Each agent keeps an audit trail: what it read, what it did, who approved it, and when. You can see exactly why an agent made a call.
Agents read and write to Procore, QuickBooks, Sage, email, WhatsApp, iMessage, SMS, and your own apps. There is no new platform for your team to learn.
When an agent is unsure, it stops and asks instead of guessing. You set the thresholds, and they tighten as trust builds.
Every client gets their own AI model and their own agents, running in their own cloud or on their own servers, limited to the actions they approve.
You get a private model deployment in your cloud account, not a shared chatbot. Your prompts and documents stay in your environment.
The agent runs in your AWS, Azure, or Google Cloud account, or on your own servers. Job and financial data never pass through a third-party app.
Each agent has its own login with the minimum permissions its job needs. If an action is not on the list, the agent cannot take it.
AWS, Microsoft Azure, and Google Cloud maintain SOC 2 and ISO 27001 certifications, so your security review starts from infrastructure your auditors already know. How we secure every agent
FAQ
Solutions
Industries
Daily logs from WhatsApp, iMessage, or SMS, safety camera alerts, progress tracking, and RFIs.
Lien waiver and COI chasing, contract review, and document intake.
Bid invite triage and subcontractor bid leveling.
Ask your business in plain English, and a Monday briefing.
A fixed-price pilot puts one agent on one workflow in two to four weeks. Tell us where your team loses the most time.
Book a discovery call