Month-End Close Checklist for Construction Bookkeepers with Foundation
The Problem
Every Construction Accounting month-end runs on a checklist in Sage 100 Contractor that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Foundation
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. 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.