AI Agents
Straight answers about your business, without logging into four systems or waiting for a report.
Owners rarely lack data. They lack a fast, trustworthy answer. The numbers live in Procore, QuickBooks, Sage, spreadsheets, and the field, and pulling them together means asking someone to build a report.
Executive agents are read-only by design. They connect to your systems, answer questions in plain English with the sources shown, and send a short weekly brief so the Monday meeting starts with decisions instead of catch-up.
What the work looks like today, what changes with the agent, and where a person stays in control.
Today
Getting a straight answer means asking the controller, who builds a report.
With the agent
Ask by text or chat: "Which jobs are over budget?" "What are we owed over 60 days?" "Which subs are missing insurance?" The agent answers from your live data and shows where each number came from.
Read-only by design.
Today
The weekly meeting starts with 30 minutes of catching up.
With the agent
Every Monday the agent sends a one-page brief: cash position, jobs at risk, safety events, open change orders, and what needs a decision this week.
Read-only.
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
Pay applications, change orders, invoice matching, job cost alerts, and collections.
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.
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