Calish Consulting Calish Consulting

Audit PBC List Management for Construction Bookkeepers

Construction Bookkeeper Reporting & Analytics

The Problem

Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Construction Accounting operators and the audit team.

What We Build

AI manages the PBC list, pulls each requested schedule from Sage 100 Contractor, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.

Tools & Integrations

Sage 100 Contractor Foundation Procore Google Drive

How It Works

1

Discovery Call

We map your current audit pbc list management process and identify exactly where AI saves the most time.

2

Build & Integrate

We build the AI workflow and connect it to the tools you already use — no software changes required.

3

Review & Refine

You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.

Ready to automate audit pbc list management?

Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.

Book a Free Consultation

Related Workflows

Construction Bookkeeper · Reporting & Analytics

Tax Return Review for Construction Bookkeepers

AI reconciles each line of the return against source docs in Sage 100 Contractor and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack
Construction Bookkeeper · Communication & Outreach

Client Status Communication for Construction Bookkeepers

AI drafts personalized status replies from the live matter state in Sage 100 Contractor, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack
Construction Bookkeeper · Finance & Accounting

Bank & Credit Card Reconciliation for Construction Bookkeepers

AI matches bank and card feeds to Sage 100 Contractor entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack
Construction Bookkeeper · Finance & Accounting

Bill Capture & AP Processing for Construction Bookkeepers

AI pulls bills from every channel, extracts line items, assigns GL codes using Construction Accounting patterns, routes approvals, and sends payment files to Sage 100 Contractor — processing cost per invoice drops from $15 to under $2.

Sage 100 Contractor Foundation Procore Email