AI Agents
Agents that chase, read, check, and file the documents that stall payments and create risk.
Paperwork is the most repetitive work in a construction office. Someone keeps a spreadsheet of which subs have sent waivers and insurance certificates. Someone else retypes invoices and delivery tickets. Contracts get signed without anyone comparing the clauses to your standard.
Document agents read PDFs, scans, and photos the way a careful clerk would, pull out the data, check it against your rules, and file it where it belongs. They also do the chasing: requesting what is missing, reading what comes back, and updating the status.
What the work looks like today, what changes with the agent, and where a person stays in control.
Today
Someone keeps a spreadsheet of who has sent waivers and insurance certificates, and payments still go out without them.
With the agent
The agent requests missing waivers and certificates from each sub, reads what comes back, checks dates, amounts, and coverage limits, updates the status, and holds payment until the file is complete.
The office manager handles exceptions only.
Today
Owner and sub contracts get signed without anyone reading the risky clauses closely.
With the agent
The agent reads each contract, highlights pay-when-paid, liquidated damages, indemnity, and retainage terms that differ from your standard, and summarizes them on one page.
You or your attorney decide. The agent never signs anything.
Today
Invoices, delivery tickets, and submittals arrive as PDFs and phone photos that someone retypes.
With the agent
The agent reads every incoming document, pulls out the data, matches it to the right job and cost code, and enters it into your system of record.
Anything it is unsure about goes to a person.
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.
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