Audit PBC List Management for Construction Bookkeepers with Foundation
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Construction Accounting operators and the audit team.
What We Build in Foundation
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 Foundation — uses the native API or agent integration so nothing leaves the system of record.
Foundation Integration Approach
Audit your Foundation configuration
We map the specific Foundation objects, custom fields, and workflows the automation needs to touch for your construction accounting practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Foundation with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Foundation instance
30-minute call. We'll look at your actual Foundation setup and show exactly how this workflow fits.