Bank & Credit Card Reconciliation for Construction Bookkeepers with Foundation
The Problem
Monthly close for Construction Accounting clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in Foundation
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 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.