22 workflow automations purpose-built on top of Procore — no data leaves your system, no parallel tool for your team to learn.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the package from Procore, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the draw package from Procore, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each round against the firm's playbook in Procore, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI pulls comps, normalizes the rent roll, builds the model from the firm's template, and stress-tests the sensitivities — analyst starts at judgment, not formatting. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI extracts lease terms from PDFs into Procore, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-ready abstract — weeks of work done overnight. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the tour package from Procore, ARGUS Enterprise, and the firm's brand template, and adapts the narrative per prospect — tour packages ready in an hour, not a day. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI builds targeted prospect lists from Procore, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every open selection in CoConstruct, prepares decision packets per category, sends personalized client nudges, and surfaces stalled decisions to the project manager — selection-driven delays drop. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from CoConstruct scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI matches incoming vendor invoices to POs in CoConstruct, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the consolidated report from CoConstruct and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI captures bills from every channel, classifies them per entity in CoConstruct, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from CoConstruct partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from CoConstruct, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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