# AI Automation for Foundation

> 8 workflow automations purpose-built on top of Foundation — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/foundation/
- **Automation count:** 8
- **Roles:** Construction Bookkeeper

## Automations

- [Tax Return Review for Construction Bookkeepers](https://calish.com/workflows/with/tax-return-review-for-construction-bookkeeper-with-foundation/) — AI reconciles each line of the return against source docs in Sage 100 Contractor and the prior year, explains variances over 5%, and produce
- [Client Status Communication for Construction Bookkeepers](https://calish.com/workflows/with/client-status-communication-for-construction-bookkeeper-with-foundation/) — AI drafts personalized status replies from the live matter state in Sage 100 Contractor, surfaces anything the client is blocking, and escal
- [Bank & Credit Card Reconciliation for Construction Bookkeepers](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-construction-bookkeeper-with-foundation/) — AI matches bank and card feeds to Sage 100 Contractor entries, auto-codes recurring transactions with learned rules, and surfaces only the t
- [Bill Capture & AP Processing for Construction Bookkeepers](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-construction-bookkeeper-with-foundation/) — AI pulls bills from every channel, extracts line items, assigns GL codes using Construction Accounting patterns, routes approvals, and sends
- [AR Collections & Dunning for Construction Bookkeepers](https://calish.com/workflows/with/ar-collections-and-dunning-for-construction-bookkeeper-with-foundation/) — AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Sage 100 Contractor, and flags accounts that 
- [Month-End Close Checklist for Construction Bookkeepers](https://calish.com/workflows/with/month-end-close-checklist-for-construction-bookkeeper-with-foundation/) — AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window c
- [Audit PBC List Management for Construction Bookkeepers](https://calish.com/workflows/with/audit-pbc-list-management-for-construction-bookkeeper-with-foundation/) — AI manages the PBC list, pulls each requested schedule from Sage 100 Contractor, answers auditor follow-ups from the workpapers, and logs ev
- [Expense Report Processing for Construction Bookkeepers](https://calish.com/workflows/with/expense-report-processing-for-construction-bookkeeper-with-foundation/) — AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense rep

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