Audit PBC List Management for Construction Bookkeepers with Sage 100 Contractor
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 Sage 100 Contractor
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.
Sage 100 Contractor Integration Approach
Audit your Sage 100 Contractor configuration
We map the specific Sage 100 Contractor objects, custom fields, and workflows the automation needs to touch for your construction accounting practice.
Build on the Sage 100 Contractor API or agent
Integration happens inside Sage 100 Contractor — 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 Sage 100 Contractor with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Sage 100 Contractor instance
30-minute call. We'll look at your actual Sage 100 Contractor setup and show exactly how this workflow fits.