Audit PBC List Management for Construction Bookkeepers with Procore
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 Procore
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.
Procore Integration Approach
Audit your Procore configuration
We map the specific Procore objects, custom fields, and workflows the automation needs to touch for your construction accounting practice.
Build on the Procore API or agent
Integration happens inside Procore — 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 Procore with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Procore instance
30-minute call. We'll look at your actual Procore setup and show exactly how this workflow fits.