AI Automation for Construction Accounting

Custom AI workflows built specifically for construction accounting: deep integrations with the Sage 100 Contractor stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.

Workflows for Construction Accounting

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
Construction Bookkeeper · Finance & Accounting

AR Collections & Dunning for Construction Bookkeepers

AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Sage 100 Contractor, and flags accounts that need a human collections call — DSO drops 12–18 days.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Zapier
Construction Bookkeeper · Operations & Workflow

Month-End Close Checklist for Construction Bookkeepers

AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.

Sage 100 Contractor Foundation Procore Email
Construction Bookkeeper · Reporting & Analytics

Audit PBC List Management for Construction Bookkeepers

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.

Sage 100 Contractor Foundation Procore Google Drive
Construction Bookkeeper · Finance & Accounting

Expense Report Processing for Construction Bookkeepers

AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Zapier

Compare the tools

Custom AI for your construction accounting practice

The workflows above are starting points. Every construction accounting operation runs differently — we build what you actually need.