15 workflow automations purpose-built on top of Procore — no data leaves your system, no parallel tool for your team to learn.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
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 Procore — uses the native API or agent integration so nothing leaves the system of record.
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 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. 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 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 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 tracks renewals in Procore, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through Procore, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
AI pulls submarket data from Procore and ARGUS Enterprise, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running Procore — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Procore for any repetitive process. Tell us what you'd automate.
