AI Automation for Sage 100 Contractor

8 workflow automations purpose-built on top of Sage 100 Contractor — no data leaves your system, no parallel tool for your team to learn.

Roles using Sage 100 Contractor

Construction Bookkeeper
Construction Bookkeeper · Finance & Accounting

Bill Capture & AP Processing

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Finance & Accounting

AR Collections & Dunning

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Reporting & Analytics

Audit PBC List Management

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Finance & Accounting

Expense Report Processing

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Reporting & Analytics

Multi-State Sales Tax Filing

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Reporting & Analytics

1099 & Contractor Reporting

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Reporting & Analytics

Transaction Anomaly & Fraud Flagging

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

Construction Bookkeeper · Reporting & Analytics

Management Reporting Package

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 Sage 100 Contractor — uses the native API or agent integration so nothing leaves the system of record.

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