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 · 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 · 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
Construction Bookkeeper · Reporting & Analytics

Multi-State Sales Tax Filing for Construction Bookkeepers

AI monitors nexus thresholds, pulls transaction data from Sage 100 Contractor, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.

Sage 100 Contractor Foundation Procore Google Drive
Construction Bookkeeper · Reporting & Analytics

1099 & Contractor Reporting for Construction Bookkeepers

AI identifies 1099-eligible vendors from Sage 100 Contractor, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.

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

Transaction Anomaly & Fraud Flagging for Construction Bookkeepers

AI monitors Sage 100 Contractor transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack
Construction Bookkeeper · Reporting & Analytics

Management Reporting Package for Construction Bookkeepers

AI pulls actuals from Sage 100 Contractor, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste.

Sage 100 Contractor Foundation Procore QuickBooks Desktop Slack

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.