# Bank & Credit Card Reconciliation for Construction Bookkeepers with Foundation

> 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. Purpose-built for teams running Foundation — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Foundation](https://calish.com/workflows/tool/foundation/)
- **Role:** [Construction Bookkeeper](https://calish.com/workflows/for/construction-bookkeeper/)
- **Specialty:** Construction Accounting
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-construction-bookkeeper-with-foundation/

## The Problem

Monthly close for Construction Accounting clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.

## What We Build in Foundation

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. Purpose-built for teams running Foundation — uses the native API or agent integration so nothing leaves the system of record.

## Foundation Integration Approach

1. **Audit your Foundation configuration.** We map the specific Foundation objects, custom fields, and workflows the automation needs to touch for your construction accounting practice.
2. **Build on the Foundation API or agent.** Integration happens inside Foundation — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Foundation with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Bank & Credit Card Reconciliation for Construction Bookkeepers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-construction-bookkeeper/)
- 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.

## Other Foundation Automations

- [Tax Return Review for Construction Bookkeepers](https://calish.com/workflows/with/tax-return-review-for-construction-bookkeeper-with-foundation/)
- [Client Status Communication for Construction Bookkeepers](https://calish.com/workflows/with/client-status-communication-for-construction-bookkeeper-with-foundation/)
- [Bill Capture & AP Processing for Construction Bookkeepers](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-construction-bookkeeper-with-foundation/)
- [AR Collections & Dunning for Construction Bookkeepers](https://calish.com/workflows/with/ar-collections-and-dunning-for-construction-bookkeeper-with-foundation/)
- [Month-End Close Checklist for Construction Bookkeepers](https://calish.com/workflows/with/month-end-close-checklist-for-construction-bookkeeper-with-foundation/)
- [Audit PBC List Management for Construction Bookkeepers](https://calish.com/workflows/with/audit-pbc-list-management-for-construction-bookkeeper-with-foundation/)
- [Expense Report Processing for Construction Bookkeepers](https://calish.com/workflows/with/expense-report-processing-for-construction-bookkeeper-with-foundation/)

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