Supported Teams
Accounting

Financial clarity from project data

Orchestration
Integrations
Agents

Connect job‑cost ledgers, payment applications, and field production data to produce cash‑flow certainty and eliminate manual reconciliations. Automated checks surface duplicate invoices, coding errors, and policy gaps before month‑end close, while real‑time forecasts highlight tax and working‑capital impacts weeks in advance. Integrated workflows shorten approval cycles and free accountants to focus on strategic insights instead of chasing paperwork.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Accounting

Financial clarity from project data

Orchestration
Integrations
Agents

Connect job‑cost ledgers, payment applications, and field production data to produce cash‑flow certainty and eliminate manual reconciliations. Automated checks surface duplicate invoices, coding errors, and policy gaps before month‑end close, while real‑time forecasts highlight tax and working‑capital impacts weeks in advance. Integrated workflows shorten approval cycles and free accountants to focus on strategic insights instead of chasing paperwork.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Architecture

Design decisions backed by clear data

Orchestration
Integrations
Agents

Link concept models, cost plans, and construction feedback to give architects instant clarity on how design choices affect budget, schedule, and constructability. Automated checks surface coordination conflicts and policy gaps while predictive dashboards highlight downstream performance before drawings are issued. Integrated workflows shorten review cycles so teams spend less time chasing mark‑ups and more time elevating design quality.

Prediction and Optimization
  • Spatial Efficiency Projection
    Estimates usable-area ratios and flags under-performing floor plates.
  • Envelope Performance Forecast
    Projects thermal and daylight metrics to guide façade choices.
  • Cost-to-Design Ratio Forecast
    Compares current detailing levels with target cost benchmarks.
  • Circulation Flow Analysis
    Simulates occupant movement patterns to optimize core and corridor layouts.
  • Structure-Envelope Weight Prediction
    Anticipates structural load impacts from material swaps.
  • Interdisciplinary Clash Outlook
    Predicts future MEP and structural conflicts based on early geometry.
  • Prefabrication Suitability Index
    Scores assemblies on off-site manufacturing potential.
  • Change Ripple Estimation
    Calculates schedule and budget effects of proposed design modifications.
  • Value Engineering Opportunity Map
    Highlights high-cost, low-impact components for substitution.
  • Carbon Impact Projection
    Estimates embodied carbon trajectories across design iterations.
  • Acoustic Performance Forecast
    Predicts noise levels in sensitive zones from current material selections.
  • Lifecycle Cost Projection
    Aggregates maintenance and replacement estimates for key systems.
Risk Intelligence
  • Scope Creep Indicator
    Detects unsanctioned feature additions across revision sets.
  • Coordination Conflict Heatmap
    Locates geometry areas with repeated consultant clashes.
  • Budget Drift Monitor
    Tracks design shifts that push line-item costs above allowances.
  • Material Availability Risk Score
    Evaluates lead-time exposure of specified products.
  • Package Release Consistency Check
    Flags detail levels that diverge from contractual issue stages.
  • Design Freeze Deviation Alert
    Spots late edits after milestone lock-down.
  • Constructability Constraint Highlight
    Identifies details exceeding typical trade tolerances.
  • Schedule Compression Risk
    Assesses design cycle slippage against procurement timelines.
  • Specification Gap Analysis
    Finds drawing elements lacking matching specification sections.
  • Change Order Likelihood Gauge
    Scores elements historically tied to field re-work.
  • Stakeholder Comment Saturation
    Measures unresolved comments density per sheet set.
  • Digital File Integrity Check
    Detects corrupted or version-mismatched model files.
Compliance Reviews
  • Zoning Alignment Review
    Confirms massing, setbacks, and height within jurisdictional limits.
  • Accessibility Requirements Alignment
    Checks clearances, slopes, and fixtures for universal access.
  • Fire Safety Layout Review
    Verifies egress widths, travel distances, and compartmentation.
  • Structural Code Alignment
    Ensures load paths and material strengths meet current regulations.
  • Energy Efficiency Standard Review
    Tests envelope and system metrics against baseline requirements.
  • Stormwater Management Review
    Confirms roof and site drainage design parameters.
  • Hazardous Material Separation Review
    Checks spatial buffers around sensitive storage areas.
  • Acoustic Isolation Review
    Confirms wall and slab assemblies meet program sound ratings.
  • Sustainability Certification Checklist
    Verifies credit documentation readiness.
  • Drawing Annotation Completeness
    Ensures title blocks, north arrows, and scale bars are present.
  • Revision Tracking Review
    Confirms all sheet changes are clouded and indexed.
Documentation and Reporting
  • Concept Design Summary
    Generates narrative and key images for stakeholder briefings.
  • Revision History Log
    Compiles sheet-level changes with author and timestamp.
  • Specification Workbook
    Produces organized product data sheets and cut sheets.
  • Coordination Issue Digest
    Summarizes open model clashes and status.
  • Cost Variance Report
    Details budget movements tied to design decisions.
  • Render Package
    Bundles perspective views and diagrams into a presentation deck.
  • Submittal Register
    Lists required contractor submittals based on current documents.
  • Stakeholder Review Digest
    Collates comments and resolutions by discipline.
Integrated Processes
  • Design Issue Log Routing
    Captures field or consultant issues and sends to responsible authors.
  • Change Request Review Loop
    Automates impact assessment and approval routing.
  • Drawing Revision Tagging
    Applies consistent clouding and revision marks across sheets.
  • Model Publish Routine
    Exports federated models to shared coordination spaces.
  • Submittal Package Preparation
    Generates transmittals and links specification references.
  • Coordination Review Meeting Setup
    Schedules sessions and attaches agenda-driven issue lists.
  • Material Substitution Evaluation
    Routes proposed alternates through cost and performance checks.
  • Cost Estimate Synchronization
    Updates quantity take-offs when design elements shift.
  • Lessons Learned Capture
    Logs post-issue feedback into searchable knowledge base.
  • Clash Coordination Kickoff
    Creates clash detection rules and assigns review tasks.
  • Design Approval Ladder
    Sends milestone packages through sequential sign-offs.
  • Digital Archive Snapshot
    Locks and stores issued sets for future reference.
Platform Integrations
  • Autodesk Revit
  • Autodesk BIM 360 / ACC
  • Rhino / Grasshopper
  • Bluebeam
Asset Management

Maximize value from every asset

Orchestration
Integrations
Agents

Connected inventories, condition data, and financial records give asset managers an instant view of performance, utilization, and long‑term cost. Automated insights surface aging equipment, warranty expirations, and funding gaps early, while forward‑looking forecasts reveal renewal, disposal, and retrofit needs in time to preserve reliability and budget.

Prediction and Optimization
  • Lifecycle Cost Projection
    Estimates total ownership cost through end-of-life.
  • Remaining Useful Life Forecast
    Calculates service life using age, runtime, and maintenance factors.
  • Replacement Timing Optimizer
    Recommends retirement dates that minimize downtime and capital spikes.
  • Capital Renewal Forecast
    Projects annual funding requirements by asset class.
  • Utilization Efficiency Projection
    Highlights under-used or over-stressed assets for redeployment.
  • Energy Savings Forecast
    Predicts utility reductions from high-efficiency upgrades.
  • Maintenance Strategy Optimization
    Suggests preventive, predictive, or run-to-failure tactics by asset.
  • Warranty Claim Probability Forecast
    Estimates likelihood of claims before coverage lapses.
  • Spare Parts Demand Forecast
    Projects inventory needs based on failure patterns.
  • Residual Value Estimate
    Calculates resale or salvage value at planned disposition.
  • Emissions Impact Projection
    Estimates greenhouse gas contributions over asset life.
  • Capital Prioritization Matrix
    Ranks renewal projects by risk, cost, and performance impact.
Risk Intelligence
  • Critical Failure Risk
    Flags assets with high probability of catastrophic breakdown.
  • Warranty Coverage Gap
    Identifies equipment operating without active warranty.
  • Obsolescence Indicator
    Detects discontinued parts or software support.
  • Compliance Violation Risk
    Highlights assets missing mandatory inspections or certifications.
  • Safety Incident Trend
    Monitors assets associated with recurring safety events.
  • Downtime Hotspot
    Maps locations with frequent unplanned outages.
  • Maintenance Backlog Risk
    Alerts when overdue work orders exceed threshold.
  • Operating Cost Spike Alert
    Detects sudden increases in energy or service expenses.
  • Environmental Liability Risk
    Flags assets with leak, spill, or emission potential.
  • Insurance Coverage Shortfall
    Identifies values exceeding policy limits.
  • Cybersecurity Vulnerability Indicator
    Highlights network-connected assets lacking firmware updates.
  • Supply Chain Replacement Risk
    Scores assets subject to long lead-time replacement parts.
Compliance Reviews
  • Regulatory Inspection Alignment
    Verifies inspections meet governing requirements.
  • Calibration Record Compliance
    Ensures measuring devices carry current certificates.
  • Pressure Vessel Certification Review
    Confirms pressure equipment meets renewal schedules.
  • Fire Protection System Compliance
    Validates testing logs for sprinklers and alarms.
  • Refrigerant Management Compliance
    Checks leak logs and recovery records.
  • Accessibility Standard Review
    Confirms lifts and doors meet accessibility codes.
  • Electrical Safety Compliance
    Verifies arc-flash studies and breaker testing records.
  • Environmental Permit Alignment
    Ensures permit conditions are met for emissions and discharges.
  • Asset Tagging Consistency Review
    Confirms labels match digital records and locations.
  • Record Retention Compliance
    Checks documentation storage meets policy durations.
  • Insurance Value Verification
    Validates insured values align with replacement costs.
Documentation and Reporting
  • Asset Register Summary
    Lists assets with age, value, and condition ratings.
  • Capital Renewal Plan
    Outlines five-year replacement projects with budgets.
  • Maintenance Cost Report
    Breaks down labor, parts, and contract spend.
  • Condition Assessment Dashboard
    Visualizes health scores and risk levels.
  • Warranty Status Register
    Shows coverage periods and claim deadlines.
  • Downtime Analysis Report
    Details outage causes, durations, and impacts.
  • Energy Performance Report
    Summarizes consumption trends by system.
  • Disposal Record Log
    Tracks decommissioned assets, resale value, and recycling data.
Integrated Processes
  • Asset Onboarding Process
    Captures serial numbers, warranties, and baseline readings.
  • Preventive Maintenance Schedule Generation
    Creates recurring tasks from OEM guidelines.
  • Condition Assessment Workflow
    Guides inspectors through standardized surveys.
  • Warranty Claim Submission
    Routes claims with evidence to manufacturers.
  • Capital Approval Workflow
    Routes funding requests through multi-level sign-off.
  • Work Order Dispatch Routine
    Assigns tasks to technicians with priority rules.
  • Spare Parts Replenishment Trigger
    Generates purchase requests when stock falls below minimums.
  • Asset Transfer Procedure
    Updates records when equipment moves between sites.
  • Disposal Authorization Process
    Secures approvals and records environmental compliance.
  • Insurance Valuation Update Routine
    Refreshes insured values after major upgrades.
  • Lifecycle Cost Review Cycle
    Schedules periodic reviews of forecast accuracy.
  • End-of-Life Recycling Coordination
    Coordinates recycling or donation partners for disposals.
Platform Integrations
  • IBM Maximo
  • Infor EAM
  • SAP Plant Maintenance
  • Archibus
Business Development

Grow revenue with clear foresight

Orchestration
Integrations
Agents

Unified CRM, proposal, and campaign data reveal pipeline strength, win‑loss trends, and market momentum in real time. Automated insights surface lead quality issues, pricing misalignments, and brand‑compliance gaps long before they affect bookings, while forward‑looking forecasts highlight staffing and budget needs early enough to capture every viable opportunity.

Prediction and Optimization
  • Pipeline Conversion Forecast
    Projects close rates across deal stages and regions.
  • Revenue Projection Curve
    Estimates monthly and quarterly bookings against targets.
  • Bid Capacity Forecast
    Calculates pursuit bandwidth based on team workload and hit ratios.
  • Marketing Spend ROI Projection
    Predicts return on upcoming campaigns by channel.
  • Resource Allocation Planner
    Aligns business-development staff with high-value pursuits.
  • Proposal Win Probability Estimate
    Scores opportunities using historical and real-time metrics.
  • Customer Segmentation Forecast
    Projects growth potential within priority market segments.
  • Pricing Sensitivity Curve
    Evaluates expected margin impact from price adjustments.
  • Market Penetration Projection
    Estimates share growth in target geographies and sectors.
  • Campaign Timing Optimization
    Recommends launch windows for maximum engagement.
  • Cross-Sell Opportunity Forecast
    Identifies existing clients primed for additional services.
  • Pipeline Velocity Projection
    Predicts average deal cycle time and its impact on cash flow.
Risk Intelligence
  • Lead Quality Alert
    Flags sources generating low-conversion or high-churn prospects.
  • Stale Opportunity Indicator
    Detects deals stalled beyond acceptable stage duration.
  • Competitive Threat Signal
    Highlights markets with rising competitor win rates.
  • Pricing Erosion Alert
    Warns when discount levels exceed margin thresholds.
  • Brand Compliance Gap
    Identifies assets missing required logos, disclaimers, or tone standards.
  • Data Privacy Risk Indicator
    Flags campaigns lacking proper consent or opt-out mechanisms.
  • Proposal Deadline Risk
    Alerts teams when submissions approach without required approvals.
  • Content Performance Decline
    Detects decreasing engagement on key collateral.
  • Territory Saturation Risk
    Highlights regions where opportunity volume lags resource allocation.
  • Channel Conflict Indicator
    Spots overlapping outreach to the same prospect from multiple teams.
  • Customer Concentration Risk
    Warns when revenue exposure to single clients exceeds policy limits.
  • Regulatory Marketing Restriction Alert
    Flags upcoming rules affecting promotional activities.
Compliance Reviews
  • Brand Guideline Alignment
    Verifies visuals and messaging follow corporate standards.
  • GDPR / CCPA Compliance Review
    Confirms consent records and data handling meet privacy laws.
  • CAN-SPAM / CASL Compliance
    Checks email campaigns for opt-out links and sender details.
  • Accessibility Standard Review
    Ensures digital assets meet WCAG requirements.
  • Advertising Disclosure Review
    Validates required disclaimers for testimonials and comparative claims.
  • Proposal Approval Compliance
    Confirms financial and technical sign-offs precede submission.
  • Third-Party Content License Review
    Verifies rights for images, videos, and copy.
  • Social Media Policy Compliance
    Checks posts for adherence to corporate and legal guidelines.
  • Contest & Promotion Compliance
    Reviews sweepstakes rules against jurisdictional laws.
  • Territory Exclusivity Review
    Ensures outreach respects existing partner agreements.
  • Record Retention Compliance
    Confirms storage of campaign data for required durations.
Documentation and Reporting
  • Pipeline Health Dashboard
    Visualizes deal counts, values, and stage progression.
  • Win-Loss Analysis Report
    Breaks down reasons behind victories and defeats.
  • Campaign Performance Summary
    Presents impressions, clicks, leads, and conversions by channel.
  • Pricing Analysis Memo
    Details average discount trends and margin impacts.
  • Lead Source Effectiveness Report
    Compares conversion rates across acquisition channels.
  • Customer Feedback Digest
    Compiles survey results and sentiment analysis.
  • Brand Compliance Scorecard
    Grades assets and campaigns on guideline adherence.
  • Quarterly Business Review Pack
    Bundles KPIs, trends, and strategic recommendations.
Integrated Processes
  • Lead Qualification Workflow
    Routes inbound leads through scoring and assignment steps.
  • Opportunity Stage-Gate Process
    Advances deals only after mandatory criteria are met.
  • Proposal Creation Routine
    Generates templates, gathers inputs, and tracks approvals.
  • Campaign Launch Checklist
    Ensures creative, targeting, and compliance tasks are complete pre-launch.
  • Content Approval Workflow
    Routes new assets through legal, brand, and technical review.
  • Pricing Approval Process
    Collects required sign-offs for non-standard pricing.
  • Customer Reference Management
    Tracks reference agreements and usage limits.
  • Event Lead Capture Sync
    Imports trade-show scans and assigns follow-up tasks.
  • Win-Loss Interview Scheduling
    Automates interview requests and stores responses.
  • Marketing Budget Tracking Routine
    Monitors spend against plan and flags overruns.
  • CRM Data Hygiene Cycle
    Conducts periodic deduplication and field validation.
  • Renewal Opportunity Trigger
    Creates renewal deals based on contract end dates.
Platform Integrations
  • Salesforce Sales Cloud
  • HubSpot Marketing Hub
  • LinkedIn Campaign Manager
  • Tableau
Claims Management

Resolve claims swiftly with data clarity

Orchestration
Integrations
Agents

Linked incident logs, policies, and cost data deliver an instant view of every open claim—its coverage, reserve, and critical deadlines. Automated insights expose documentation gaps, duplicate filings, and cost escalations early, while forward‑looking forecasts reveal settlement and cash‑flow needs in time to protect budgets and relationships.

Prediction and Optimization
  • Claim Duration Forecast
    Estimates resolution timelines for each claim type.
  • Settlement Cost Projection
    Predicts likely payout ranges using comparable histories.
  • Reserve Adequacy Forecast
    Projects funding needs across the claim lifecycle.
  • Legal Fee Projection
    Estimates outside counsel spend for contested claims.
  • Recovery Probability Estimate
    Calculates chances of successful subrogation or back-charge.
  • Future Premium Impact Projection
    Evaluates how claim trends may shift upcoming premiums.
  • Cash-Flow Impact Forecast
    Schedules expected payouts to align with funding.
  • Alternative Dispute Resolution Suitability
    Scores claims for mediation or arbitration viability.
  • Claim Spike Detection Forecast
    Anticipates surge periods based on seasonal patterns.
  • Indemnity-to-Expense Ratio Projection
    Projects payout versus handling cost balance.
  • Bad Faith Exposure Forecast
    Signals risk of penalties from handling delays.
  • Closure Rate Optimization Guidance
    Recommends process changes to meet closure targets.
Risk Intelligence
  • Duplicate Claim Alert
    Flags claims filed twice across stakeholders.
  • Coverage Exclusion Indicator
    Detects claims likely excluded under policy terms.
  • Late Reporting Risk
    Identifies incidents reported outside notice windows.
  • Fraud Pattern Alert
    Highlights suspicious injury or damage patterns.
  • Litigation Escalation Signal
    Warns when negotiation stalls raise suit likelihood.
  • Subcontractor Liability Gap
    Flags claims lacking downstream pass-through coverage.
  • Paperwork Deficiency Alert
    Detects missing photos, statements, or logs.
  • Reserve Undershoot Alert
    Warns when reserves fall below projected costs.
  • Regulatory Penalty Risk
    Flags jurisdictions with strict reporting penalties approaching.
  • Medical Cost Inflation Alert
    Identifies injury claims in high-cost regions.
  • Co-Insured Conflict Indicator
    Detects competing parties claiming identical damages.
  • Statute of Limitations Alert
    Warns claims nearing filing deadlines.
Compliance Reviews
  • Notice of Loss Timeliness Review
    Confirms initial notifications met policy deadlines.
  • Policy Coverage Compliance
    Verifies claim circumstances align with covered perils.
  • Reservation of Rights Letter Review
    Ensures letters issued within required timelines.
  • Adjuster License Compliance
    Confirms adjusters hold active state licenses.
  • Medical Record Authorization Compliance
    Checks proper HIPAA forms on file.
  • Subrogation Notice Compliance
    Verifies notifications sent to liable third parties.
  • Claim File Documentation Review
    Ensures files contain all required notes and forms.
  • Settlement Authority Compliance
    Confirms payments approved within delegated limits.
  • CMS Reporting Compliance
    Validates Medicare reporting for applicable injuries.
  • Confidentiality Agreement Compliance
    Ensures agreements signed before sharing sensitive data.
  • Payment Timing Compliance
    Confirms indemnity payments made within statutory periods.
Documentation and Reporting
  • Claim Status Dashboard
    Visualizes open, pending, and closed claims by category.
  • Loss Run Summary
    Aggregates claim counts and costs for insurer reporting.
  • Litigation Report
    Lists claims in suit with key dates and counsel.
  • Reserve Change Log
    Tracks adjustments with rationale and approver.
  • Settlement Memo
    Summarizes negotiation history and final payments.
  • Subrogation Recovery Report
    Details amounts recovered from responsible parties.
  • Annual Claims Trend Analysis
    Charts frequency and severity over years.
  • Claims Audit Package
    Compiles files and checklists for internal or external review.
Integrated Processes
  • Incident-to-Claim Conversion
    Turns reported incidents into formal claim files.
  • Reserve Establishment Workflow
    Routes initial reserve calculations for approval.
  • Adjuster Assignment Process
    Allocates claims to in-house or TPA adjusters.
  • Document Request Workflow
    Sends requests for photos, statements, and reports.
  • Medical Bill Review Process
    Routes bills through cost verification before payment.
  • Subrogation Recovery Workflow
    Initiates recovery actions and tracks outcomes.
  • Litigation Management Workflow
    Monitors pleadings, discovery, and court dates.
  • Payment Authorization Process
    Routes settlement amounts through finance approval.
  • Claim Closure Checklist
    Ensures documentation, payments, and recoveries are complete.
  • Re-Open Request Review
    Evaluates and approves re-opened files.
  • Claims Audit Scheduling
    Plans internal and external claim audits.
  • Carrier Reporting Submission
    Generates and transmits required data to carriers.
Platform Integrations
  • Guidewire ClaimCenter
  • Origami Risk Claims
  • Duck Creek Claims
  • Procore Incident Reporting
Commissioning

Proven performance for flawless handover

Orchestration
Integrations
Agents

The platform unifies submittals, test scripts, trend logs, and field data, giving commissioning teams a live window into system readiness and outstanding issues. Automated checks highlight gaps in pre‑functional checklists, late equipment arrivals, and test failures while predictive dashboards forecast seasonal performance long before occupancy. Integrated workflows streamline deficiency closure and simplify turnover, ensuring owners receive fully documented, high‑performing facilities on day one.

Prediction and Optimization
  • System Performance Forecast
    Projects operating efficiency against design criteria over time.
  • Commissioning Timeline Projection
    Estimates completion dates based on current progress and resource availability.
  • Energy Baseline Projection
    Calculates expected utility consumption at occupancy.
  • Functional Test Duration Estimate
    Predicts total hours required to execute remaining scripts.
  • Sensor Calibration Drift Prediction
    Anticipates measurement error growth to schedule proactive recalibration.
  • Load Sequencing Optimization
    Identifies start-up sequences that minimize peak demand.
  • Seasonal Performance Simulation
    Models HVAC behavior across summer and winter extremes.
  • Redundancy Impact Forecast
    Quantifies uptime improvements from standby configurations.
  • Filter Life Expectancy Projection
    Estimates replacement dates based on pressure drop trends.
  • Water Treatment Consumption Forecast
    Projects chemical usage for cooling and boiler systems.
  • Warranty Cost Projection
    Forecasts future claims tied to current test results.
  • Peak Demand Optimization
    Recommends control setpoints to flatten electrical load profiles.
Risk Intelligence
  • Equipment Startup Failure Risk
    Flags assets with repeated deferred testing or failed starts.
  • Late Equipment Delivery Risk
    Monitors procurement schedules against commissioning dates.
  • Sequence of Operations Deviation
    Detects mismatches between programmed logic and approved sequences.
  • Control Loop Instability Detection
    Highlights oscillating PID loops that threaten performance.
  • Pressure Differential Anomaly
    Spots rooms drifting outside design pressurization limits.
  • Alarm Flood Risk
    Identifies points likely to generate nuisance alarms at turnover.
  • Trending Data Gap
    Alerts on missing trend logs needed for performance verification.
  • Firmware Compatibility Conflict
    Flags controllers running versions outside approved ranges.
  • Safety Interlock Bypass Risk
    Detects disabled interlocks during testing activities.
  • Load Bank Availability Conflict
    Warns when commissioning load banks are double-booked.
  • Test Script Coverage Gap
    Finds systems lacking complete functional test scripts.
  • Red Tag Clearance Delay
    Tracks outstanding safety holds blocking system activation.
Compliance Reviews
  • Functional Performance Specification Alignment
    Checks test outcomes against contractual criteria.
  • Test Script Procedure Compliance
    Verifies steps follow approved protocols.
  • Safety Lockout Tagout Verification
    Confirms LOTO records are complete for each system.
  • Calibration Certificate Verification
    Ensures instruments carry current calibration certificates.
  • Control Sequence Validation
    Confirms implemented logic matches engineered sequences.
  • Life Safety System Compliance
    Reviews fire-alarm, smoke control, and egress functionality.
  • Airflow Balancing Compliance
    Validates supply, return, and exhaust volumes against design.
  • Water Quality Standard Alignment
    Checks glycol, biocide, and hardness levels within limits.
  • Documentation Traceability Review
    Ensures drawings, submittals, and tests are cross-referenced.
  • Training Requirement Verification
    Confirms operator training hours and materials meet contract terms.
  • Warranty Terms Compliance
    Validates start-up documentation required for warranty activation.
Documentation and Reporting
  • Systems Readiness Report
    Summarizes completion status and outstanding deficiencies.
  • Commissioning Daily Log
    Records test activities, issues, and resolutions each day.
  • Deficiency Issue List
    Consolidates open items with responsible parties and target dates.
  • Functional Test Summary Report
    Presents pass/fail results for all scripts.
  • Final Acceptance Package
    Bundles certificates, manuals, and test records for turnover.
  • Seasonal Trend Analysis Report
    Provides post-occupancy performance graphs for warranty season.
  • Warranty Matrix
    Maps equipment to coverage terms and claim procedures.
  • Owner Training Manual
    Compiles system overviews, O&M tasks, and contact information.
Integrated Processes
  • Deficiency Resolution Workflow
    Routes issues through assignment, correction, and verification steps.
  • Test Script Approval Process
    Sends scripts for multidisciplinary review and sign-off.
  • Equipment Startup Checklist Routing
    Guides completion of manufacturer start-up requirements.
  • Seasonal Test Scheduling
    Generates calendar events for deferred heating or cooling tests.
  • Control Point Trend Collection
    Automates data capture for performance diagnostics.
  • Training Session Scheduling
    Coordinates owner training dates, agendas, and attendance records.
  • O&M Manual Submission
    Collects, reviews, and archives digital manuals.
  • Turnover Package Assembly
    Compiles all required closeout documents into a single deliverable.
  • Performance Verification Sign-off
    Captures stakeholder approvals for system acceptance.
  • Warranty Claim Initiation
    Creates and tracks claims based on identified defects.
  • Sensor Calibration Scheduling
    Generates recurring calibration tasks tied to asset tags.
  • Asset Tagging Sync
    Aligns commissioning asset IDs with facility management systems.
Platform Integrations
  • CXAlloy
  • Autodesk BIM 360 / ACC
  • IBM Maximo
  • Bluebeam
Construction

Build faster with predictable outcomes

Orchestration
Integrations
Agents

Real‑time field data, schedules, and cost codes unite to surface productivity blockers and resource clashes before they erode float. Automated insights reconcile daily logs, safety observations, and change directives, cutting paperwork and enabling supervisors to direct crews with confidence.

Prediction and Optimization
  • Crew Productivity Forecast
    Projects labor output against planned quantities and flags underperformance early.
  • Equipment Utilization Projection
    Estimates idle time for cranes, lifts, and earth-moving gear to inform rentals.
  • Material Delivery Sequencing
    Aligns drop-offs with installation dates to reduce lay-down congestion.
  • Labor Allocation Optimization
    Suggests crew re-assignments that balance trade density across zones.
  • Crane Time Forecast
    Predicts hook demand curves to minimize lift conflicts.
  • Weather Delay Mitigation Plan
    Generates re-sequencing options when severe weather is forecast.
  • Concrete Pour Window Analysis
    Calculates optimal pour times based on temperature and logistics.
  • Prefabrication Opportunity Index
    Scores assemblies for off-site fabrication potential to shorten schedules.
  • Shift Stacking Analysis
    Evaluates overtime versus added shift scenarios for critical path compression.
  • Critical Path Compression Forecast
    Estimates float gains from logic and resource adjustments.
  • Fuel Consumption Projection
    Projects fuel needs for generators and heavy equipment to manage costs.
  • Workface Planning Optimization
    Aligns work packages with material and crew readiness to improve flow.
Risk Intelligence
  • Workface Congestion Risk
    Highlights zones with excessive crew overlap and limited access.
  • Late Material Delivery Risk
    Flags long-lead items trending behind required on-site dates.
  • Safety Observation Density
    Identifies areas with rising unresolved safety observations.
  • Scope Handoff Gap
    Detects misaligned finish-to-start tasks between trades.
  • Unapproved Change Impact
    Quantifies cost and schedule exposure from undocumented field changes.
  • Environmental Compliance Risk
    Monitors erosion controls, spill logs, and waste handling for gaps.
  • Equipment Breakdown Probability
    Scores assets nearing maintenance thresholds or failure patterns.
  • Quality Inspection Backlog
    Alerts when required inspections lag behind installation progress.
  • Work-in-Progress Overbilling Risk
    Spots billing that exceeds percent complete thresholds.
  • Crew Fatigue Indicator
    Monitors consecutive overtime hours and absence patterns.
  • Permit Condition Risk
    Flags upcoming work blocked by unmet permit stipulations.
  • Temporary Structure Load Risk
    Checks scaffold and shoring usage against capacity limits.
Compliance Reviews
  • Safety Checklist Completion
    Verifies daily JSAs and toolbox talks are logged and signed.
  • Quality Inspection Alignment
    Confirms inspections are performed at specified hold points.
  • Permit Condition Compliance
    Ensures permit requirements are met before related activities start.
  • Subcontractor Insurance Compliance
    Checks policy limits and expiry dates against contract terms.
  • Scope of Work Conformance
    Reviews installed work against approved drawings and specs.
  • Equipment Certification Validity
    Validates operator licenses and equipment inspection dates.
  • Temporary Works Approval
    Confirms engineering sign-off for shoring, formwork, and scaffolding.
  • Inspection Log Completeness
    Ensures inspection records include results, photos, and sign-offs.
  • Daily Report Consistency
    Checks entries for crew counts, weather, and production units.
  • RFQ Process Compliance
    Verifies quotations follow procurement thresholds and documentation rules.
  • Deficiency Closeout Validation
    Confirms punch items are resolved and documented before billing.
Documentation and Reporting
  • Daily Summary Report
    Consolidates labor hours, equipment usage, weather, and key events.
  • Two-Week Look-Ahead Package
    Compiles upcoming tasks, material needs, and crew assignments.
  • Productivity Dashboard
    Visualizes earned versus planned quantities by trade.
  • Change Directive Register
    Lists pending directives with cost and schedule implications.
  • Safety Incident Log
    Records incidents, root causes, and corrective actions for trend analysis.
  • Progress Photo Album
    Organizes geo-tagged photos by area and date for visual tracking.
  • Cost-to-Complete Report
    Projects final costs based on current burn rates.
  • Materials Tracking Log
    Tracks requisitions, deliveries, and on-hand inventory against installation.
Integrated Processes
  • Daily Log Capture Workflow
    Guides foremen through standardized daily reporting on mobile devices.
  • Change Order Routing
    Automates review, approval, and budget update steps for change orders.
  • Inspection Request Process
    Submits and schedules inspection requests with required documentation.
  • RFI Escalation Process
    Routes unanswered RFIs to higher tiers after configurable durations.
  • Look-Ahead Meeting Scheduling
    Creates agendas and invites based on upcoming work packages.
  • Permit Update Notification
    Sends reminders when permit renewals or amendments are due.
  • Field Issue Resolution Workflow
    Assigns issues, tracks fixes, and verifies completion with photos.
  • Equipment Maintenance Trigger
    Generates work orders from hour-meter or calendar thresholds.
  • Punch List Management
    Captures, assigns, and tracks deficiencies to closure.
  • Crane Allocation Schedule
    Publishes hook time allocations to all subcontractors.
  • Weather Alert Broadcast
    Pushes severe weather alerts and pre-storm action plans to crews.
  • Material Call-Off Process
    Initiates supplier releases based on installation readiness.
Platform Integrations
  • Procore Project Management
  • Autodesk Build
  • Oracle Primavera P6
  • Bluebeam
Contracts

Contracts aligned, risks controlled

Orchestration
Integrations
Agents

Unified contract documents, correspondence, and cost data provide instant clarity on obligations, exposures, and progress. Automated checks surface missing signatures, flow‑down gaps, and payment‑term deviations before they escalate, while predictive dashboards highlight claim and cash‑flow impacts weeks in advance. Streamlined workflows shorten review cycles, freeing legal and project teams to negotiate stronger terms instead of chasing paperwork.

Prediction and Optimization
  • Cash‑Flow Exposure Projection
    Estimates future pay‑in and pay‑out curves to flag liquidity pressure early.
  • Change Order Cost Projection
    Forecasts cumulative financial impact of pending and approved changes.
  • Claim Settlement Forecast
    Predicts probable settlement values based on historical patterns and contract clauses.
  • Retainage Release Schedule
    Projects timing of retainage return tied to milestone progress.
  • Liquidated Damages Exposure Forecast
    Quantifies potential LD accrual based on schedule slippage trends.
  • Warranty Cost Projection
    Estimates future claims expenses from current installation quality metrics.
  • Contingency Utilization Projection
    Predicts drawdown rate of contingency funds under current risk climate.
  • Bond Utilization Forecast
    Calculates likelihood and quantum of performance‑bond calls.
  • Insurance Premium Impact Forecast
    Projects premium adjustments driven by claims frequency and value.
  • Risk Transfer Optimization
    Suggests allocation scenarios that reduce retained risk without inflating cost.
  • Payment Certainty Projection
    Scores likelihood of timely receipts from each client or funding source.
  • Contract Closeout Timeline Projection
    Estimates final completion date considering outstanding deliverables and claims.
Risk Intelligence
  • Flow‑Down Clause Gap
    Detects missing downstream obligations in subcontracts.
  • Indemnity Imbalance
    Flags one‑sided indemnity or hold‑harmless language.
  • Insurance Coverage Gap
    Highlights policies falling short of contract requirements.
  • Lien Waiver Deficiency
    Identifies missing or conditional waivers before payment release.
  • Payment Term Deviation
    Spots invoices processed outside agreed net terms.
  • Change Order Backlog Risk
    Alerts when pending CO value exceeds a set budget threshold.
  • Unsigned Agreement Status
    Monitors contracts executed in the field without formal signatures.
  • Scope Creep Indicator
    Flags cumulative directives that expand original scope without compensation.
  • Subcontractor Default Risk
    Scores vendors based on performance history and financial signals.
  • Warranty Obligation Risk
    Identifies equipment lacking confirmed warranty coverage.
  • Retainage Over‑Hold Risk
    Flags retainage withheld beyond statutory or contractual limits.
  • Termination Clause Conflict
    Detects inconsistent termination language across related agreements.
Compliance Reviews
  • Insurance Certificate Alignment
    Verifies limits, endorsements, and expiration dates.
  • Subcontract Conditions Alignment
    Checks downstream terms mirror prime contract obligations.
  • Conditional Lien Waiver Compliance
    Confirms proper conditional and unconditional forms are on file.
  • Statutory Notice Compliance
    Verifies preliminary and progress notices are issued on time.
  • Diversity Requirement Compliance
    Checks supplier participation against contractual diversity targets.
  • Retention Statute Alignment
    Validates holdback percentages and release timing with local laws.
  • Scope of Work Consistency
    Ensures written scope matches drawings and specifications.
  • Schedule of Values Accuracy
    Confirms line‑item allocations align with approved budget.
  • Dispute Resolution Clause Review
    Verifies governing law, venue, and method consistency.
  • Force Majeure Clause Review
    Checks coverage for weather, pandemic, and supply disruptions.
  • Audit Right Provision Validation
    Ensures access to records is properly granted.
Documentation and Reporting
  • Contract Summary Sheet
    Condenses key terms, dates, and obligations for quick reference.
  • Obligations Matrix
    Maps responsibilities and deliverables to responsible parties and deadlines.
  • Risk Register Snapshot
    Incorporates contractual risks into the project risk log.
  • Change Order Log
    Tracks status, value, and approval of all change orders.
  • Claims Register
    Lists active and potential claims with financial exposure.
  • Payment Status Report
    Shows billing, certified amounts, and aging receivables/payables.
  • Correspondence Digest
    Bundles critical letters, notices, and meeting minutes by topic.
  • Closeout Checklist
    Itemizes documents and actions required for contract closure.
Integrated Processes
  • Contract Draft Review Workflow
    Routes drafts through legal, finance, and project leadership for comment.
  • Signature Routing Process
    Automates electronic signature collection and status tracking.
  • Change Directive Issuance
    Generates directives and tracks acknowledgment from affected parties.
  • Claim Notification Process
    Sends formal notices within contractual time frames and logs acknowledgments.
  • Insurance Certificate Renewal Reminder
    Notifies vendors of upcoming expirations and blocks payments if lapsed.
  • Pay‑Application Review Workflow
    Coordinates verification, certification, and posting of pay apps.
  • Lien Waiver Collection Process
    Requests, validates, and stores waivers before payment release.
  • Subcontractor Default Workflow
    Guides notice, cure period, and replacement steps.
  • Retainage Release Procedure
    Automates approval sequence upon milestone completion.
  • Contract Amendment Tracking
    Logs revisions, attaches supporting documents, and updates obligations.
  • Audit Preparation Routine
    Compiles requested documents and evidence for external auditors.
  • Final Closeout Package Assembly
    Collects warranties, as‑builts, and releases for owner acceptance.
Platform Integrations
  • DocuSign
  • Procore Financials
  • Oracle Aconex
  • Autodesk Build Cost Management
  • Ironclad
Cost Control

Control costs with clarity

Orchestration
Integrations
Agents

Unified cost data merges commitments, actuals, quantities, and schedule progress to provide instant visibility into true performance and future exposure. Automated checks surface unapproved spend, budget drift, and coding errors before they reach month‑end, while forward‑looking forecasts reveal cash‑flow and contingency needs weeks in advance. Streamlined workflows shorten review cycles, freeing cost engineers to focus on advising the project team instead of reconciling spreadsheets.

Prediction and Optimization
  • Cost‑to‑Complete Forecast
    Projects final cost outcomes by account and work package.
  • Earned Value Projection
    Estimates CPI, SPI, and variance at completion based on current trends.
  • Cash‑Flow Curve Projection
    Generates weekly inflow and outflow profiles for funding alignment.
  • Contingency Drawdown Forecast
    Predicts remaining contingency balance under evolving risk conditions.
  • Trend Impact Projection
    Calculates cumulative cost effects of emerging scope and market trends.
  • Productivity Trend Forecast
    Projects labor and equipment unit‑rate shifts over time.
  • Procurement Cost Projection
    Estimates final package costs from quote and escalation data.
  • Inflation Impact Projection
    Quantifies cost growth tied to regional and material inflation indices.
  • Resource Cost Optimization
    Suggests crew or equipment mixes that minimize blended rates.
  • Unit Cost Benchmarking
    Compares current unit rates against historical and industry averages.
  • Forecast Variance Projection
    Highlights accounts likely to over‑ or under‑run within 30 days.
  • Portfolio Budget Allocation Forecast
    Distributes corporate capital across projects based on burn profiles.
Risk Intelligence
  • Budget Overrun Indicator
    Flags codes trending above approved limits.
  • Commitment Coverage Gap
    Identifies work scopes without purchase orders or subcontracts.
  • Change Order Backlog Risk
    Alerts when unprocessed events threaten budget reserves.
  • Unapproved Spend Alert
    Detects cost entries lacking committed authorization.
  • Quantity Growth Risk
    Spots abnormal quantity increases versus take‑off baselines.
  • Escalation Clause Exposure
    Highlights contracts with uncapped escalation provisions.
  • Currency Fluctuation Risk
    Monitors variance from budgeted exchange rates on foreign packages.
  • Subcontractor Cost Reliability Score
    Rates vendors based on past estimate accuracy and claims history.
  • Payment Delay Risk
    Flags aging payables that could trigger supplier stoppages.
  • Claims Exposure Gauge
    Estimates potential cost impacts from active disputes.
  • Schedule‑Cost Misalignment Indicator
    Detects percent complete discrepancies between schedule and cost reports.
  • Audit Trail Completeness Risk
    Checks for missing backup documentation on high‑value transactions.
Compliance Reviews
  • Cost Code Structure Compliance
    Verifies transactions follow the approved cost‑code hierarchy.
  • Commitment Policy Alignment
    Confirms purchase orders and subcontracts meet approval thresholds.
  • Cost Segregation Compliance
    Ensures capitalization and expense items are properly classified.
  • Retainage Calculation Review
    Validates holdback percentages against contract terms.
  • Tax Classification Compliance
    Confirms labor, material, and equipment taxes are coded correctly.
  • Labor Rate Verification
    Checks field labor rates against negotiated contracts.
  • Allowance Tracking Compliance
    Monitors remaining balances for owner and contractor allowances.
  • Funding Source Allocation Review
    Verifies costs are charged to correct funding buckets.
  • Overhead Allocation Compliance
    Confirms indirect costs follow approved allocation formulas.
  • Budget Revision Approval Review
    Ensures all budget transfers carry proper authorization.
  • Backup Documentation Completeness
    Validates that invoices, tickets, and receipts support each transaction.
Documentation and Reporting
  • Cost Report Package
    Produces detailed current‑period and cumulative cost summaries.
  • Earned Value Dashboard
    Visualizes key performance indices and variances.
  • Trend Log Summary
    Lists active trends with estimated financial impact and status.
  • Funding Draw Request
    Compiles documentation for owner or lender reimbursements.
  • Contingency Usage Report
    Details draws, returns, and remaining balance by category.
  • Change Order Register
    Tracks scope, value, and approval dates of all changes.
  • Inflation Impact Memo
    Summarizes escalation effects on major material packages.
  • Forecast Narrative
    Provides written explanations for significant cost movements.
Integrated Processes
  • Budget Establishment Workflow
    Sets initial control budget with multi‑level approvals.
  • Commitment Approval Workflow
    Routes purchase orders and subcontracts through coding and authorization steps.
  • Change Event Creation
    Captures potential cost impacts and assigns responsibility.
  • Forecast Update Routine
    Guides monthly forecast adjustments and justification entry.
  • Monthly Cost Review Meeting
    Generates agendas, variance lists, and action items.
  • Funding Draw Submission
    Packages cost documentation and routes for financial institution approval.
  • Variance Explanation Routing
    Sends significant variances to stakeholders for acknowledgment and action.
  • Currency Revaluation Process
    Recalculates open commitments when exchange thresholds are met.
  • Cost Transfer Request
    Automates movement of costs between codes with audit logging.
  • Trend Notice Issuance
    Notifies project leadership of emerging cost trends and required decisions.
  • Contingency Release Process
    Automates approval and allocation of contingency funds.
  • Closeout Cost Reconciliation
    Finalizes actuals, releases commitments, and archives cost data.
Platform Integrations
  • Oracle Primavera Unifier
  • Procore Cost Management
  • SAP S/4HANA Project Systems
  • ARES PRISM
Data Science

Insights unlocked, decisions accelerated

Orchestration
Integrations
Agents

 Integrated data pipelines, experiments, and dashboards give data scientists an immediate view of model accuracy, feature drift, and computational cost. Automated checks reveal quality gaps, bias indicators, and version conflicts early, while forward-looking forecasts flag retraining, capacity, and documentation needs in time to sustain reliable, explainable analytics at scale.

Prediction and Optimization
  • Model Performance Forecast
    Projects precision, recall, and error rates across future datasets.
  • Training Data Sufficiency Projection
    Estimates sample size required to reach target accuracy.
  • Feature Drift Prediction
    Anticipates shifts in input distributions that degrade outcomes.
  • Resource Utilization Optimization
    Suggests cluster sizes that minimize run time and cost.
  • Hyperparameter Tuning Guidance
    Recommends search bounds based on past trials.
  • Experiment Success Projection
    Scores new experiment designs for likelihood of outperforming baseline.
  • Computational Cost Forecast
    Predicts cloud spend for upcoming training cycles.
  • Deployment Stability Forecast
    Estimates outage risk during scheduled releases.
  • Query Latency Projection
    Projects response times under peak request loads.
  • Capacity Planning Projection
    Aligns storage and compute growth with data volume trends.
  • Data Pipeline Throughput Optimization
    Reorders transformations to cut processing time.
  • Retraining Timing Guidance
    Calculates optimal intervals for scheduled retraining runs.
Risk Intelligence
  • Data Quality Anomaly Alert
    Flags sudden spikes in nulls, duplicates, or outliers.
  • Bias Indicator
    Detects disproportionate errors across demographic slices.
  • Feature Drift Alert
    Highlights inputs diverging from training distribution.
  • Overfitting Risk Signal
    Warns when validation loss diverges from training loss.
  • Version Control Conflict Alert
    Identifies merge clashes in notebooks or code.
  • Privacy Violation Detection
    Flags datasets containing protected personal information.
  • Model Dependency Risk Indicator
    Detects outdated libraries or unsupported runtimes.
  • Documentation Gap Alert
    Highlights missing experiment notes or parameter logs.
  • Performance Regression Alert
    Warns when new code reduces inference speed or accuracy.
  • Excessive Resource Consumption Alert
    Detects jobs exceeding cost or time budgets.
  • Data Lineage Gap Indicator
    Flags transformations lacking provenance metadata.
  • Drift Hotspot Detector
    Maps segments with recurring prediction drift.
Compliance Reviews
  • Privacy Regulation Alignment Review
    Verifies data handling meets GDPR, CCPA, and similar rules.
  • Data Retention Policy Compliance
    Checks storage durations against corporate standards.
  • Access Control Review
    Confirms permissions follow least-privilege principles.
  • Licensing Compliance Review
    Ensures open-source components meet license terms.
  • Audit Trail Completeness Review
    Validates run logs include timestamps and user IDs.
  • Reproducibility Standards Alignment
    Checks experiments include seeds, dependencies, and configs.
  • Security Vulnerability Scan Compliance
    Confirms code passes static and dynamic scans.
  • Data Governance Policy Compliance
    Verifies datasets carry required classifications and owners.
  • Model Validation Documentation Review
    Ensures validation results are archived and signed.
  • Change Management Policy Compliance
    Confirms deployments follow approved change windows.
  • Backup Verification Review
    Validates snapshots and restores of critical datasets.
Documentation and Reporting
  • Experiment Summary Report
    Captures objectives, metrics, and conclusions of each run.
  • Data Pipeline Health Dashboard
    Visualizes job success rates and runtimes.
  • Model Performance Report
    Summarizes accuracy, calibration, and drift metrics.
  • Cost Consumption Report
    Breaks down compute and storage spend by project.
  • Feature Importance Summary
    Ranks top predictors with context notes.
  • Data Quality Scorecard
    Grades datasets on completeness and consistency.
  • Release Notes Digest
    Lists changes, fixes, and deprecations per deployment.
  • Compliance Audit Packet
    Bundles policies, logs, and attestations for reviewers.
Integrated Processes
  • Data Ingestion Workflow
    Automates extraction, validation, and staging of new sources.
  • Experiment Tracking Routine
    Logs parameters, metrics, and artifacts for every run.
  • Model Deployment Process
    Packages and promotes artifacts through environments.
  • Schema Change Notification
    Alerts downstream teams of breaking changes.
  • Data Quality Validation Routine
    Runs tests post-ingestion and before release.
  • Feature Engineering Pipeline
    Generates, tests, and catalogs new features.
  • Model Monitoring Routine
    Tracks live metrics and triggers alerts on drift.
  • Retraining Approval Workflow
    Routes proposed retrains through review and scheduling.
  • Rollback Procedure
    Restores prior model versions after failed releases.
  • Documentation Update Cycle
    Schedules periodic refresh of wikis and READMEs.
  • Hyperparameter Tuning Job
    Executes predefined search strategies at off-peak hours.
  • Data Access Request Process
    Collects justifications and tracks approvals for sensitive data.
Platform Integrations
  • Databricks Lakehouse
  • Snowflake Data Cloud
  • Apache Airflow
  • Tableau
  • Power BI
Design

Data‑driven design, delivered right

Orchestration
Integrations
Agents

Live models, cost plans, and performance simulations give designers instant clarity on how every decision affects budget, constructability, and sustainability. Automated insights surface coordination clashes, scope drift, and code gaps early, while forward‑looking forecasts reveal resource, carbon, and procurement needs in time to keep creativity on schedule and within limits.

Prediction and Optimization
  • Spatial Utilization Forecast
    Projects usable-to-gross ratios to refine floor plates.
  • Structural Weight Projection
    Estimates dead and live loads from material selections.
  • MEP Routing Optimization
    Suggests duct and pipe paths that minimize ceiling height impacts.
  • Daylight Penetration Forecast
    Predicts daylight factors to guide façade openings.
  • Thermal Load Projection
    Calculates heating and cooling loads from envelope changes.
  • Embodied Carbon Estimate
    Tallies carbon totals for major material packages.
  • Cost-per-Area Projection
    Tracks cost evolution per square foot through design stages.
  • Acoustic Comfort Projection
    Estimates reverberation and transmission rates for sensitive spaces.
  • Prefabrication Suitability Analysis
    Scores assemblies for off-site manufacturing potential.
  • Façade Energy Performance Projection
    Evaluates glazing and shading options for peak loads.
  • Circulation Flow Simulation
    Models occupant movement to optimize core layouts.
  • Lifecycle Cost Projection
    Aggregates operating and replacement costs for key systems.
Risk Intelligence
  • Design Scope Creep Indicator
    Flags unsanctioned features creeping into drawings.
  • Clash Density Hotspot
    Locates areas with repeated geometry conflicts.
  • Code Compliance Deviation Alert
    Detects elements out of sync with governing codes.
  • Material Lead-Time Risk
    Highlights specifications using long-lead components.
  • Budget Overrun Risk
    Warns when detail changes push costs above allowances.
  • Permit Approval Risk
    Predicts delays from unresolved zoning or plan-check comments.
  • Coordination Lag Alert
    Spots consultant models lagging behind revision cadence.
  • Design Freeze Violation
    Detects edits after milestone lock-down.
  • Revision Conflict Indicator
    Flags overlapping changes from multiple authors.
  • Interface Complexity Risk
    Highlights trades converging on dense interface zones.
  • Specification Gap Alert
    Finds drawing elements without matching spec sections.
  • Digital File Integrity Check
    Detects corrupted or incompatible model files.
Compliance Reviews
  • Building Code Alignment Review
    Verifies height, area, and egress metrics meet current codes.
  • Accessibility Standard Alignment
    Checks clearances, slopes, and fixtures for universal access.
  • Energy Code Compliance
    Confirms envelope and system performance against baselines.
  • Fire Life Safety Alignment
    Reviews egress widths, travel distances, and compartmentation.
  • Structural Load Compliance
    Ensures load paths and factors meet design standards.
  • Environmental Regulation Alignment
    Checks stormwater, noise, and pollution criteria.
  • Sustainability Target Alignment
    Validates design credits toward chosen certification level.
  • Specification Cross-Reference Review
    Confirms drawings and specs reference each other accurately.
  • Drawing Annotation Completeness
    Verifies title blocks, north arrows, and scale bars.
  • Revision Clouding Consistency
    Checks clouds and tags across sheets for accuracy.
  • Professional Seal Verification
    Confirms licensed seals and signatures are applied where required.
Documentation and Reporting
  • Design Development Narrative
    Summarizes scope, assumptions, and key changes.
  • Revision History Log
    Tracks sheet-level changes with dates and authors.
  • Coordination Issue Digest
    Lists open clashes and status by discipline.
  • Cost Impact Summary
    Details budget shifts linked to design decisions.
  • Design Options Comparison
    Presents side-by-side metrics for alternate concepts.
  • Rendering Package
    Bundles perspective views and diagrams for presentations.
  • Submittal Register
    Lists required contractor submittals derived from current documents.
  • Stakeholder Review Digest
    Collates comments and resolutions for each submission.
Integrated Processes
  • Design Issue Capture Workflow
    Logs issues from field or consultants and assigns owners.
  • Change Request Evaluation Process
    Routes proposed changes through cost and schedule impact reviews.
  • Drawing Revision Control Process
    Applies numbering, clouding, and distribution rules to updates.
  • Model Publishing Routine
    Exports federated models to shared coordination spaces.
  • Clash Resolution Meeting Scheduler
    Sets meetings and attaches agenda-driven issue lists.
  • Material Substitution Review Workflow
    Evaluates alternates for cost, lead-time, and performance.
  • Cost Estimation Sync Process
    Updates quantity take-offs whenever design elements shift.
  • Design Approval Ladder
    Sends milestone packages through sequential sign-offs.
  • Digital Archive Snapshot Routine
    Locks and stores issued sets for future reference.
  • Lessons Learned Capture Process
    Records post-issue feedback into a searchable knowledge base.
  • Specification Update Cycle
    Automates spec edits and cross-references with drawings.
  • Design Coordination Kickoff Workflow
    Launches new projects with template settings and roles.
Platform Integrations
  • Autodesk Revit
  • Autodesk BIM 360 / ACC
  • Rhino / Grasshopper
  • Bluebeam Revu
Document Controls

Documents organized, decisions simplified

Orchestration
Integrations
Agents

Value Statements
Connected drawings, specifications, and correspondence create a single source of truth for every stakeholder. Automated checks reveal version conflicts, missing approvals, and distribution gaps early, while forward‑looking forecasts highlight review bottlenecks and closeout workload in time to keep information flowing and projects on track.

Prediction and Optimization
  • Submittal Load Forecast
    Projects peak review periods to balance workloads.
  • RFI Response Time Projection
    Estimates turnaround durations and flags likely delays.
  • Revision Volume Forecast
    Predicts drawing update surges based on design trends.
  • Review Queue Workload Forecast
    Calculates reviewer capacity needs by discipline.
  • Document Storage Growth Projection
    Anticipates repository expansion for budgeting.
  • Transmittal Turnaround Projection
    Forecasts send-and-acknowledge cycles for external partners.
  • Drawing Release Calendar Optimization
    Suggests release dates that minimize overlap and rework.
  • Issue Resolution Cycle Forecast
    Estimates time to close open comments and mark-ups.
  • Approval Bottleneck Projection
    Highlights upcoming spikes in pending approvals.
  • Change Order Document Forecast
    Predicts supporting documentation volume for expected changes.
  • Owner Review Capacity Projection
    Assesses owner resource needs for milestone packages.
  • Closeout Documentation Timing Forecast
    Projects completion dates for turnover deliverables.
Risk Intelligence
  • Revision Conflict Alert
    Flags simultaneous edits to the same document.
  • Outdated Drawing Access Alert
    Detects users downloading superseded versions.
  • Missing Signature Indicator
    Identifies documents lacking required sign-offs.
  • Unresolved Comment Alert
    Spots comments left open past due.
  • Distribution List Gap
    Highlights stakeholders missing from circulation groups.
  • Confidentiality Breach Alert
    Warns when restricted files are shared broadly.
  • Specification Misalignment Indicator
    Detects drawings without matching spec references.
  • Metadata Completeness Alert
    Flags files missing key tags or properties.
  • Unsupported File Format Risk
    Identifies uploads in non-standard formats.
  • Overdue Review Alert
    Warns reviewers of pending tasks past deadline.
  • Permission Misconfiguration Alert
    Detects users with excessive or insufficient access.
  • Duplicate Document Indicator
    Spots multiple copies of identical files in the system.
Compliance Reviews
  • Revision Control Compliance
    Verifies proper numbering and supersession rules.
  • Naming Convention Alignment
    Confirms file names follow project standards.
  • Document Retention Compliance
    Checks storage durations meet policy requirements.
  • Signature Authentication Verification
    Validates digital or wet signatures.
  • Access Permission Review
    Ensures only authorized users view controlled documents.
  • Transmittal Log Completeness
    Confirms every external issue has a recorded transmittal.
  • Archiving Standard Alignment
    Verifies archived sets meet format and metadata rules.
  • Metadata Standards Compliance
    Checks mandatory fields for accuracy and completeness.
  • Title Block Consistency Review
    Ensures title blocks display correct project data.
  • Stamp & Seal Verification
    Confirms professional seals are present where required.
  • Audit Trail Completeness Review
    Validates change history includes dates and user IDs.
Documentation and Reporting
  • Master Document Register
    Lists all active and archived files with status.
  • Revision History Summary
    Tracks changes, authors, and issue dates.
  • Submittal Status Dashboard
    Visualizes pending, approved, and rejected submittals.
  • RFI Log Summary
    Shows counts, aging, and responsible parties.
  • Review Cycle Performance Report
    Measures average turnaround by reviewer and discipline.
  • Transmittal Distribution Report
    Details external document exchanges and receipts.
  • Closeout Documentation Checklist
    Itemizes required handover deliverables and progress.
  • Document Turnaround Trend Analysis
    Charts review times to spot improvement areas.
Integrated Processes
  • Document Submission Workflow
    Guides upload, metadata entry, and initial checks.
  • Review & Approval Routing
    Sends documents through sequential or parallel reviews.
  • Revision Publishing Routine
    Releases new versions and supersedes old files.
  • RFI Creation and Response Process
    Captures questions, routes to responders, and records answers.
  • Submittal Resubmission Loop
    Manages resubmittals after comments.
  • Distribution List Update Routine
    Keeps circulation groups current with project roles.
  • Document Archiving Process
    Moves superseded sets to long-term storage with retention tags.
  • Metadata Update Cycle
    Automates bulk edits when coding standards change.
  • Permission Request Workflow
    Routes access requests for approval and logging.
  • Transmittal Generation Process
    Creates and tracks document packages to external parties.
  • Closeout Package Assembly
    Compiles as-builts, O&M manuals, and warranties for turnover.
  • Audit Preparation Workflow
    Collects required samples and logs for compliance audits.
Platform Integrations
  • Autodesk Docs
  • Procore Documents
  • Oracle Aconex
  • Microsoft SharePoint
Estimating

Accurate estimates, swift decisions

Orchestration
Integrations
Agents

Connect job‑cost ledgers, payment applications, and field production data to produce cash‑flow certainty and eliminate manual reconciliations. Automated checks surface duplicate invoices, coding errors, and policy gaps before month‑end close, while real‑time forecasts highlight tax and working‑capital impacts weeks in advance. Integrated workflows shorten approval cycles and free accountants to focus on strategic insights instead of chasing paperwork.

Prediction and Optimization
  • Quantity Growth Projection
    Forecasts likely increases in measured quantities based on past design iterations.
  • Cost Benchmark Comparison
    Evaluates current unit costs against internal and industry benchmarks to spotlight outliers.
  • Pricing Volatility Forecast
    Predicts material and labor price swings over the estimate horizon.
  • Labor Productivity Curve Projection
    Models expected crew productivity to refine labor allowances.
  • Value Engineering Opportunity Matrix
    Highlights high-cost, low-impact components suitable for substitution.
  • Cost-to-Design Ratio Projection
    Tracks cost per square foot or capacity metric as design matures.
  • Conceptual Estimate Accuracy Range
    Calculates confidence intervals for early-stage estimates.
  • Escalation Allowance Forecast
    Determines appropriate escalation reserves by trade and timeline.
  • Life-Cycle Cost Projection
    Aggregates operating and maintenance costs to inform selection decisions.
  • Scope Contingency Allocation Guidance
    Recommends contingency percentages based on design completeness and risk profile.
  • Bid Package Optimization
    Suggests package boundaries that balance scope clarity and market competition.
  • Cash-Flow Curve Projection
    Generates expected spend profiles to align with owner funding schedules.
Risk Intelligence
  • Takeoff Discrepancy
    Flags mismatches between model quantities and manual take-offs.
  • Quote Coverage Gap
    Identifies scope items lacking vendor or subcontractor pricing.
  • Scope Overlap Risk
    Detects duplicated work between bid packages.
  • Unbalanced Bid Risk
    Highlights line items priced significantly above or below benchmarks.
  • Subcontractor Reliability Score
    Ranks bidders using historical performance and financial indicators.
  • Omitted Work Package Indicator
    Spots missing trades or disciplines in the estimate.
  • High-Risk Allowance Identification
    Flags allowances with large cost uncertainty or inadequate backup.
  • Exclusion Conflict
    Detects conflicting exclusions across proposal documents.
  • Tax Classification Error
    Warns of incorrect tax rates or exemptions applied to materials or labor.
  • Currency Exposure Risk
    Calculates variance potential on foreign-sourced materials.
  • Bonding Capacity Limit
    Alerts when bid value exceeds subcontractor bonding limits.
  • Schedule Alignment Risk
    Identifies labor and equipment cost impacts from aggressive schedules.
Compliance Reviews
  • Bid Form Completeness
    Verifies all required fields, alternates, and signatures are present.
  • Insurance Requirement Alignment
    Confirms bid pricing includes mandated insurance coverages.
  • Diversity Goal Compliance
    Checks participation percentages against contractual diversity targets.
  • Alternates Listing Compliance
    Ensures alternates are clearly described and priced.
  • Terms and Conditions Consistency
    Reviews proposal Ts and Cs for alignment with owner documents.
  • Specification Reference Accuracy
    Validates cost items reference correct spec sections.
  • Unit Price Accuracy
    Confirms unit prices match quantity take-off basis without rounding errors.
  • Escalation Clause Presence
    Ensures contracts include agreed escalation language.
  • Clarification Log Resolution
    Verifies all RFIs and clarifications are addressed in pricing.
  • Owner Requirement Alignment
    Checks compliance with special project provisions or incentives.
  • Estimate Approval Signature Check
    Confirms internal approvals are on file before submission.
Documentation and Reporting
  • Basis of Estimate
    Summarizes scope, methodology, assumptions, and exclusions.
  • Assumptions Log
    Lists key estimating assumptions with cost impacts.
  • Estimate Revision History
    Tracks changes across estimate versions with value deltas.
  • Estimate Summary Dashboard
    Visualizes cost distribution by trade, system, and phase.
  • Cost Breakdown Structure Report
    Provides detailed cost by WBS and cost code.
  • Vendor Quote Comparison
    Displays side-by-side pricing and scope notes from bidders.
  • Value Engineering Summary
    Documents accepted and rejected VE ideas with savings.
  • Risk Register Snapshot
    Integrates cost-related risks into the project risk log.
Integrated Processes
  • Drawing Synchronization Routine
    Updates quantity take-offs when new drawing revisions are released.
  • Model Quantity Import
    Pulls BIM quantities directly into estimating software.
  • Vendor Quote Solicitation
    Sends bid invitations, tracks responses, and stores quotes.
  • Bid Tabulation Compilation
    Creates comparative bid tabs and highlights low/high positioning.
  • Estimate Peer Review Routing
    Automates internal review and comment resolution.
  • Clarification Submission Process
    Logs and transmits RFIs to design teams during pricing.
  • Value Engineering Workshop Scheduling
    Coordinates VE sessions with design and construction teams.
  • Estimate to Budget Transfer
    Converts final estimate into control baseline budget.
  • Escalation Rate Update
    Refreshes labor and material indices before each estimate cycle.
  • Price Library Refresh
    Imports latest vendor price sheets into item catalog.
  • Cost Trend Notification
    Sends alerts when rapid market changes affect major commodities.
  • Estimate Closeout Archiving
    Locks and stores final estimate, quotes, and supporting documents.
Platform Integrations
  • Autodesk Takeoff
  • Trimble WinEst
  • Beck Technology DESTINI Estimator
  • RSMeans Data Online
Facility Management

Operate buildings with actionable insight

Orchestration
Integrations
Agents

Connected asset data, sensor feeds, and work‑order histories provide immediate visibility into performance, cost, and occupant comfort. Automated checks expose critical equipment risks, compliance gaps, and energy waste before they disrupt operations, while forward‑looking forecasts reveal capital and staffing needs early enough to plan. Streamlined workflows cut paperwork and let facility managers focus on enhancing reliability and sustainability across every building.

Prediction and Optimization
  • Energy Consumption Forecast
    Projects hourly and monthly utility use against efficiency targets.
  • Preventive Maintenance Optimization
    Recommends service intervals that balance downtime and cost.
  • Occupancy Pattern Projection
    Anticipates space usage to fine-tune HVAC and lighting schedules.
  • HVAC Load Prediction
    Estimates cooling and heating loads under upcoming weather conditions.
  • Spare Parts Inventory Forecast
    Predicts part demand to prevent stockouts and overstock.
  • Capital Renewal Planning Forecast
    Prioritizes future asset replacements based on age and condition.
  • Cleaning Schedule Optimization
    Aligns custodial routes with real-time occupancy sensors.
  • Peak Demand Charge Forecast
    Warns of upcoming demand spikes to enable load shedding.
  • Water Usage Projection
    Projects consumption trends to identify conservation opportunities.
  • Indoor Air Quality Trend Projection
    Predicts CO₂ and particulate levels for proactive ventilation.
  • Asset Life Expectancy Projection
    Calculates remaining useful life for major equipment.
  • Staffing Level Optimization
    Aligns technician shifts with predicted work-order volumes.
Risk Intelligence
  • Critical Asset Failure Risk
    Flags equipment showing abnormal vibration, temperature, or runtime.
  • Compliance Task Overdue Risk
    Highlights inspections or tests past their due dates.
  • Warranty Expiration Alert
    Identifies assets nearing warranty end to expedite repairs.
  • Temperature Variance Risk
    Detects zones drifting outside comfort thresholds.
  • Legionella Risk Indicator
    Monitors water system conditions conducive to bacterial growth.
  • Security System Offline Alert
    Warns when cameras or access panels lose connectivity.
  • Contractor Access Risk
    Flags vendors on-site without up-to-date credentials.
  • Indoor Humidity Risk
    Detects high moisture levels that may cause mold or material damage.
  • Utility Outage Vulnerability
    Scores facilities lacking adequate backup capacity.
  • Work Order Backlog Risk
    Alerts when open tasks exceed staffing capacity.
  • Safety Incident Hotspot
    Maps areas with recurring incident reports.
  • Emergency Equipment Inspection Gap
    Identifies fire extinguishers and AEDs missing inspection tags.
Compliance Reviews
  • Fire Safety Inspection Compliance
    Confirms sprinklers, alarms, and extinguishers meet inspection schedules.
  • Elevator Certification Compliance
    Verifies lift certificates are current and filed.
  • Life Safety Log Completeness
    Ensures egress and emergency lighting tests are documented.
  • Permit Renewal Alignment
    Checks operating permits and licenses for upcoming expirations.
  • Environmental Discharge Compliance
    Reviews waste and runoff records against regulatory limits.
  • Accessibility Standard Compliance
    Confirms ramps, door hardware, and signage meet accessibility codes.
  • Refrigerant Handling Record Compliance
    Validates leak logs and recovery records for HVAC systems.
  • Lockout Tagout Log Completeness
    Ensures LOTO events are recorded with proper sign-offs.
  • Emergency Lighting Test Compliance
    Confirms battery and generator tests meet required intervals.
  • SDS Document Availability
    Checks that safety data sheets are current and accessible.
  • Asset Warranty Documentation Compliance
    Verifies warranty documents are stored and linked to assets.
Documentation and Reporting
  • Monthly Operations Dashboard
    Displays key metrics for energy, work orders, and comfort.
  • Energy Performance Report
    Summarizes consumption, intensity, and cost by utility type.
  • Maintenance Cost Summary
    Breaks down labor, parts, and service agreement spend by system.
  • Asset Condition Report
    Grades equipment health with supporting inspection photos.
  • Service Level Agreement Scorecard
    Tracks vendor response and completion times against targets.
  • Occupant Comfort Survey Summary
    Aggregates feedback on temperature, noise, and lighting.
  • Sustainability Progress Report
    Charts waste diversion, water savings, and emissions trends.
  • Capital Planning Workbook
    Lists upcoming renewal projects with budgets and justifications.
Integrated Processes
  • Work Order Dispatch Workflow
    Assigns new requests to technicians based on skill and location.
  • Preventive Maintenance Schedule Generation
    Creates recurring tasks from manufacturer recommendations.
  • Asset Onboarding Process
    Captures serial numbers, warranties, and baseline readings for new equipment.
  • Warranty Claim Submission
    Routes defect claims to manufacturers with required evidence.
  • Occupant Service Request Routing
    Directs user-submitted tickets to appropriate trades.
  • Vendor Compliance Check Process
    Validates insurance and certifications before site access.
  • Utility Invoice Validation
    Compares billed usage to meter data for overcharge detection.
  • Emergency Drill Scheduling
    Plans and records evacuation and response exercises.
  • Space Assignment Update Workflow
    Updates floor plans and occupancy counts after moves.
  • Capital Project Handover Intake
    Imports as-built data and warranties from construction teams.
  • Sensor Calibration Scheduling Process
    Generates calibration tasks for meters and environmental sensors.
  • Key Control Management Process
    Tracks issuance, return, and loss of physical keys.
Platform Integrations
  • IBM Maximo
  • Archibus
  • Schneider Electric EcoStruxure
  • IBM TRIRIGA
Finance

Financial clarity and proactive risk control

Orchestration
Integrations
Agents

Consolidated ledgers, cash‑flow data, and project metrics deliver real‑time transparency into funding needs, covenant headroom, and cost performance. Automated checks flag anomalies, policy gaps, and liquidity risks before month‑end, while forward‑looking forecasts highlight interest and tax impacts early enough to adjust strategy. Faster close cycles and deeper insights empower finance teams to guide capital decisions with confidence.

Prediction and Optimization
  • Cash Flow Curve Projection
    Generates week-by-week inflow and outflow profiles for each project.
  • Funding Requirement Projection
    Estimates draw schedules to align with lender or owner milestones.
  • Interest Cost Forecast
    Calculates future borrowing costs under variable and fixed-rate scenarios.
  • Working Capital Cycle Projection
    Predicts days sales and days payable metrics through project completion.
  • Tax Liability Forecast
    Projects payroll, sales, and income tax obligations across jurisdictions.
  • Currency Exposure Projection
    Quantifies FX impacts on multi-currency contracts and payables.
  • Contingency Utilization Projection
    Predicts drawdown pace of contingency funds under current risk profile.
  • Debt Covenant Compliance Forecast
    Models leverage and liquidity ratios against covenant thresholds.
  • Portfolio Capital Allocation Forecast
    Distributes corporate funding across projects based on burn rates.
  • Insurance Premium Impact Projection
    Estimates premium adjustments tied to claims trends and coverage levels.
  • Retainage Release Projection
    Projects timing of retainage recoveries tied to milestone progress.
  • Asset Depreciation Forecast
    Calculates depreciation schedules and post-project book values.
Risk Intelligence
  • Overbilling Exposure Indicator
    Flags receivables exceeding earned value thresholds.
  • Duplicate Payment Pattern
    Identifies invoices matching prior amounts, vendors, or reference numbers.
  • Fraud Anomaly Profile
    Highlights unusual vendor changes, split payments, or round-number entries.
  • Credit Risk Assessment
    Scores clients and subcontractors using payment history and external ratings.
  • Budget Overrun Indicator
    Flags cost codes trending above approved limits.
  • Liquidity Squeeze Alert
    Detects simultaneous payables and debt maturities that strain cash reserves.
  • Currency Fluctuation Risk
    Monitors variances from budgeted exchange rates.
  • Tax Compliance Risk
    Identifies late filings or under-accrued tax obligations.
  • Unapproved Spend Exposure
    Detects transactions posted without matching commitments.
  • Insurance Coverage Gap
    Highlights policies falling short of contractual limits.
  • Claims Liability Gauge
    Estimates potential financial impact of active or pending claims.
  • Covenant Breach Risk
    Alerts when forecast ratios approach lender thresholds.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Monthly Financial Statement Package
    Compiles balance sheet, income, and cash-flow statements with notes.
  • Budget-to-Actual Dashboard
    Visualizes variances by cost code and phase.
  • Cash Flow Forecast Report
    Presents rolling 13-week liquidity outlook.
  • Funding Draw Request Dossier
    Bundles documentation for lender or owner reimbursement.
  • Covenant Compliance Certificate
    Summarizes ratio calculations and sign-offs for lenders.
  • Variance Narrative Summary
    Provides written explanations for significant cost movements.
  • Capital Expenditure Report
    Details committed, incurred, and forecast spend against budget.
  • Insurance Claim Register
    Lists open claims with reserve amounts and status.
Integrated Processes
  • Funding Draw Approval Workflow
    Routes draw requests through documentation review and executive sign-off.
  • Invoice Approval Workflow
    Coordinates coding, policy checks, and multi-tier authorization.
  • Budget Revision Process
    Automates creation, justification, and approval of budget changes.
  • Currency Revaluation Routine
    Recalculates open commitments when FX thresholds are met.
  • Intercompany Settlement Process
    Balances intercompany payables and receivables on schedule.
  • Tax Filing Schedule
    Generates task lists and reminders for all jurisdictional filings.
  • Insurance Certificate Renewal Reminder
    Notifies vendors and blocks payments when certificates expire.
  • Contingency Release Process
    Automates approval and allocation of contingency funds.
  • Debt Covenant Monitoring Routine
    Updates ratio calculations after each period close.
  • Audit Documentation Packager
    Collects and archives requested samples for auditors.
  • Capital Request Approval Workflow
    Routes new capital expenditure requests through financial vetting.
  • Treasury Forecast Update Routine
    Refreshes short-term cash projections with latest actuals.
Platform Integrations
  • SAP S/4HANA Finance
  • Oracle Fusion Cloud Financials
  • Workday Adaptive Planning
  • Sage Intacct
Health & Safety

Zero incidents through proactive insight

Orchestration
Integrations
Agents

Real‑time observations, sensor readings, and incident data converge to give safety teams an immediate view of site conditions and emerging hazards. Automated checks highlight overdue inspections, PPE shortages, and high‑risk trends long before they escalate, while forward‑looking forecasts reveal resource and training needs early enough to plan. Faster reporting and clearer signals empower crews and supervisors to prevent injuries and keep work moving safely.

Prediction and Optimization
  • Incident Probability Projection
    Estimates the likelihood of recordable incidents by work zone and trade.
  • Heat Stress Forecast
    Predicts worker heat index exposure based on weather and workload.
  • Shift Fatigue Projection
    Highlights crews at elevated risk from extended overtime or night work.
  • Traffic Flow Optimization
    Suggests vehicle and pedestrian routing to minimize interaction points.
  • Noise Exposure Forecast
    Projects daily dose levels to guide hearing protection needs.
  • Emergency Response Time Projection
    Calculates evacuation and medical response times for active areas.
  • Lift Plan Risk Projection
    Assesses crane and hoist activities for overload or wind interference.
  • PPE Stock Projection
    Forecasts depletion dates for gloves, helmets, and respirators.
  • Weather Risk Forecast
    Anticipates lightning, wind, or precipitation impacts on elevated work.
  • Confined Space Entry Schedule Optimization
    Aligns entry timing with air-quality and staffing availability.
  • Permit Load Forecast
    Projects daily permit requirements to balance inspection staffing.
  • Safety Resource Allocation Optimization
    Recommends inspector assignments that reduce travel and idle time.
Risk Intelligence
  • Near-Miss Hotspot
    Maps clusters of near-miss reports to pinpoint recurring hazards.
  • Fall Protection Gap
    Flags leading edges and openings lacking proper guardrails or tie-off points.
  • Electrical Hazard Detection
    Identifies energized circuits or panels without lockout in place.
  • Confined Space Entry Risk
    Scores spaces based on atmospheric readings and rescue access.
  • Excavation Collapse Risk
    Alerts when trench depth and soil conditions exceed shoring ratings.
  • Housekeeping Deficiency Alert
    Detects debris and trip hazards accumulating in high-traffic zones.
  • Vehicle-Pedestrian Interface Risk
    Highlights areas with overlapping equipment and foot traffic.
  • High Wind Lift Risk
    Warns crane operators when gust speeds approach safety thresholds.
  • Tool Inspection Overdue
    Flags tools and ladders past required inspection dates.
  • Hazardous Material Storage Risk
    Identifies chemicals stored without secondary containment.
  • Missing Guardrail Alert
    Detects scaffold or floor-edge guardrails removed or incomplete.
  • Repetitive Motion Injury Indicator
    Monitors task rotation and ergonomic strain factors.
Compliance Reviews
  • Permit Compliance Review
    Confirms hot-work, excavation, and confined-space permits are current.
  • Daily Inspection Completion
    Verifies supervisors have logged required safety walk-downs.
  • Training Certification Verification
    Checks worker certifications for equipment and task authorization.
  • Safety Meeting Attendance Verification
    Ensures toolbox talks include signatures and topics covered.
  • PPE Usage Compliance
    Confirms proper PPE is worn in designated zones.
  • Safety Signage Compliance
    Verifies signage is posted, visible, and legible in required areas.
  • Lockout Tagout Record Review
    Ensures LOTO steps and tag details are documented.
  • Incident Reporting Timeliness
    Confirms incidents are logged within mandated time frames.
  • Emergency Drill Documentation Compliance
    Checks evacuation and rescue drills are recorded and evaluated.
  • Equipment Certification Verification
    Validates certificates for cranes, lifts, and pressure vessels.
  • Confined Space Permit Review
    Ensures atmospheric tests and attendant logs meet requirements.
Documentation and Reporting
  • Daily Safety Summary
    Consolidates incidents, observations, weather impacts, and crew counts.
  • Incident Dashboard
    Visualizes recordable, first-aid, and near-miss trends over time.
  • Near-Miss Log
    Lists events with root causes and corrective actions.
  • Safety Trend Analysis Report
    Highlights leading indicators such as observation counts and hazard rates.
  • PPE Inventory Report
    Tracks stock levels, issuance, and reorder alerts.
  • Training Matrix
    Displays worker training status, expiry dates, and upcoming sessions.
  • Safety Alert Bulletin
    Drafts and distributes notices for critical lessons learned or policy changes.
  • Compliance Scorecard
    Grades projects on inspection rates, incident frequency, and corrective action closure.
Integrated Processes
  • Safety Observation Capture Workflow
    Guides field staff to record hazards with photos and locations.
  • Incident Investigation Process
    Automates root-cause analysis, corrective action assignment, and review.
  • Corrective Action Tracking
    Monitors action item status until verified complete.
  • Permit Request Workflow
    Routes permit applications to safety and engineering reviewers.
  • Toolbox Talk Scheduling
    Plans daily or weekly talks with topic suggestions and attendance logging.
  • Equipment Inspection Workflow
    Generates recurring inspections and captures results for audits.
  • Emergency Drill Scheduling
    Sets drill dates, checklists, and post-drill evaluations.
  • Training Assignment Process
    Enrolls workers in required courses and tracks completion.
  • PPE Replenishment Request
    Initiates orders when minimum stock thresholds are reached.
  • Hazard Communication Update
    Distributes updated SDS information to affected crews.
  • Safety Alert Broadcast
    Sends urgent hazard notifications via SMS and email.
  • Daily Stretch Program Reminder
    Prompts crews to conduct warm-up exercises before shifts.
Platform Integrations
  • Procore Safety
  • Autodesk Build Safety
  • SafetyCulture (iAuditor)
  • SiteDocs
Human Resources

Empower people, ensure compliance, drive growth

Orchestration
Integrations
Agents

Connected recruiting, payroll, and performance data give HR teams an instant view of talent pipelines, labor costs, and employee engagement. Automated insights surface hiring bottlenecks, retention risks, and policy gaps well before they affect productivity, while forward‑looking forecasts reveal staffing, training, and benefits needs in time to keep the workforce compliant, motivated, and aligned with project demands.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Insurers

Anticipate risks, assure coverage

Orchestration
Integrations
Agents

Integrated policies, loss runs, and project data provide immediate clarity on exposures, premiums, and compliance status. Automated insights surface coverage gaps, endorsement omissions, and high‑loss trends long before they mature into claims, while forward‑looking forecasts reveal reserve and bonding needs early enough to secure capital and adjust strategy.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
IT & Security

Secure systems, seamless operations

Orchestration
Integrations
Agents

Unified logs, asset inventories, and service records give IT and security teams instant visibility into performance, capacity, and threat exposure across the enterprise. Automated checks reveal patch gaps, rogue devices, and access exceptions long before they compromise uptime, while forward‑looking forecasts highlight budget, licensing, and staffing needs early enough to keep every project and user protected.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Legal

Legal clarity, minimized exposure

Orchestration
Integrations
Agents

Consolidated contracts, correspondence, and regulatory data give legal teams instant insight into obligations, deadlines, and emerging risks. Automated checks flag non‑standard clauses, missing signatures, and jurisdictional conflicts long before they spark disputes, while forward‑looking forecasts reveal litigation costs and settlement exposure early enough to influence strategy. Faster reviews and deeper visibility free attorneys to focus on proactive counsel instead of administrative chases.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Procurement

Buy right, deliver certainty

Orchestration
Integrations
Agents

Unified cost, schedule, and supplier data gives procurement teams instant visibility into lead times, commitments, and market pricing. Automated checks expose quote gaps, supplier risks, and compliance issues before purchase orders go out, while forward‑looking forecasts reveal escalation and cash‑flow impacts early enough to secure budget and inventory. Faster cycles and deeper benchmarks empower buyers to lock in value, protect margins, and keep projects on track.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Project Management

Deliver projects with confident control

Orchestration
Integrations
Agents

Integrated schedules, budgets, and risk registers give project managers an instant, unified view of progress against plan. Automated insights surface scope creep, approval bottlenecks, and milestone threats early, while forward‑looking forecasts reveal cash‑flow and resource needs in time to take action. Streamlined workflows replace disconnected spreadsheets, freeing teams to make timely decisions and keep every stakeholder aligned.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Quality

Build it right, every time

Orchestration
Integrations
Agents

Unified inspections, test results, and material certifications give quality teams real‑time visibility into workmanship, compliance, and rework drivers. Automated checks uncover specification gaps, expired calibrations, and hidden defect trends early, while forward‑looking forecasts highlight punch‑list and warranty impacts in time to protect schedule and cost.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Regulatory Compliance

Stay ahead of every regulation

Orchestration
Integrations
Agents

Consolidated statutes, permits, and project data give compliance teams an immediate view of obligations, deadlines, and emerging rules. Automated insights surface filing gaps, policy conflicts, and enforcement hotspots before they escalate, while forward‑looking forecasts reveal budget, resource, and process needs early enough to maintain full compliance without delaying project delivery.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Risk Management

See risks, steer outcomes

Orchestration
Integrations
Agents

Linked schedules, budgets, and issue logs provide a clear, consolidated view of threats across every project and the entire portfolio. Automated insights surface high‑impact hotspots, contingency gaps, and risk trend shifts early, while forward‑looking forecasts reveal capital and resource needs in time to protect milestones and margins.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Schedule

Accelerate schedules with data‑driven certainty

Orchestration
Integrations
Agents

Live schedules, field telemetry, and cost data to uncover hidden risks and optimization opportunities—before they affect the critical path. Automated reconciliation merges multi‑contractor calendars, flags hand‑off gaps, and produces recovery scenarios, helping planners publish confident updates in hours instead of days. Built‑in compliance checks and one‑click exports keep owners, general contractors, and trades aligned while protecting schedule integrity.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Specifications & Submittals

Specifications aligned, submittals streamlined

Orchestration
Integrations
Agents

Integrated specifications, drawing sets, and submittal logs give teams instant visibility into product requirements, approval status, and review workload. Automated checks detect spec gaps, conflicting requirements, and overdue reviews long before they delay procurement, while forward‑looking projections flag resource and lead‑time needs early enough to keep every package compliant and on schedule.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Supply Chain & Logistics

Resilient supply chains, optimized deliveries

Orchestration
Integrations
Agents

Linked purchase orders, shipment tracking, and market data give supply‑chain teams instant visibility into lead times, inventory buffers, and price movements. Automated insights expose single‑source dependencies, customs delays, and capacity shortfalls early, while forward‑looking forecasts reveal funding and production needs in time to secure materials and protect schedules.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Sustainability

Sustainable outcomes through actionable data

Orchestration
Integrations
Agents

Connected utility meters, material take‑offs, and field telemetry provide instant clarity on energy, water, and waste performance across every site. Automated checks surface emissions hot spots, resource leaks, and certification gaps long before targets drift, while forward‑looking forecasts reveal capital and procurement needs early enough to secure funding and materials. Faster reporting and deeper insight empower teams to meet ambitious sustainability goals without compromising budget or schedule.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Workforce Management

Right people, right skills, right time

Orchestration
Integrations
Agents

Connected time sheets, certification records, and training histories give workforce managers a real‑time view of headcount, competencies, and labor costs. Automated insights surface skill gaps, overtime fatigue, and compliance issues early, while forward‑looking forecasts reveal staffing and training needs in time to keep projects on schedule and crews safe.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials
Zoning & Permitting

Permits secured, zoning aligned

Orchestration
Integrations
Agents

Centralized zoning maps, permit logs, and agency comments give teams real‑time clarity on entitlement status and regulatory requirements. Automated insights surface code conflicts, missing submissions, and approval bottlenecks well before they threaten ground‑break, while forward‑looking forecasts flag fee, inspection, and public‑hearing needs early enough to safeguard budgets and schedules.

Prediction and Optimization
  • Cash Flow Forecasting
    Projects inflows and outflows by week, highlighting potential deficits.
  • Working Capital Optimization
    Recommends timing adjustments that improve days payable and days sales outstanding.
  • Accrual Validation
    Estimates unbilled costs and compares them with pending invoices for accuracy.
  • Payment Timing Optimization
    Suggests early‑pay rebates or deferred terms to balance liquidity.
  • Tax Liability Forecasting
    Calculates upcoming payroll, sales, and income tax obligations by jurisdiction.
  • Currency Exposure Forecasting
    Quantifies foreign‑exchange impacts on multi‑currency contracts.
  • Overhead Allocation Forecasting
    Predicts indirect cost absorption rates against projected labor hours.
  • Cost‑to‑Complete Forecasting
    Estimates final cost outcomes using trend lines from actuals.
  • Budget Variance Projection
    Forecasts potential overruns before they appear in the ledger.
  • Retainage Release Forecasting
    Predicts cash inflows from retainage based on milestone progress.
  • Invoice Approval Throughput Optimization
    Identifies approval bottlenecks and suggests workload balancing.
  • Financing Cost Minimization
    Simulates interest savings from revised draw schedules.
Risk Intelligence
  • Duplicate Invoice Detection
    Flags invoices matching prior amounts, dates, and vendor references.
  • Fraud Pattern Identification
    Highlights anomalous vendor banking changes and split invoices.
  • Spend Overrun Alert
    Warns when commitments exceed contracts or purchase orders.
  • Vendor Credit Risk Analysis
    Scores suppliers using payment history and external credit data.
  • Contract Compliance Risk Scoring
    Evaluates payment terms, retainage clauses, and escalation caps.
  • Change Order Financial Impact Analysis
    Quantifies cumulative exposure from pending and approved changes.
  • Insurance Coverage Gap Identification
    Checks vendor certificates against contractual requirements.
  • Revenue Recognition Anomaly Detection
    Spots mismatches between progress percent and billed value.
  • Labor Cost Spike Alert
    Detects sudden overtime or premium pay increases by crew code.
  • Exchange Rate Volatility Alert
    Monitors currency swings that could affect open payables.
  • Aged Receivables Risk Assessment
    Flags customers exceeding credit terms and predicts default likelihood.
  • Tax Compliance Risk Profiling
    Identifies jurisdictions with missing or incomplete filings.
Compliance Reviews
  • GAAP Compliance Review
    Tests ledger entries against generally accepted accounting principles.
  • IFRS Compliance Review
    Verifies recognition and measurement against international standards.
  • SOX Control Alignment
    Confirms key financial controls are executed and documented.
  • Retainage Statute Compliance
    Checks holdback percentages and release timing against local laws.
  • Sales Tax Nexus Review
    Validates collection requirements based on project locations.
  • Procurement Policy Alignment
    Ensures spend approvals follow delegated‑authority thresholds.
  • Cost Code Mapping Validation
    Confirms transactions use approved cost‑code structures.
  • Billing Rate Compliance
    Verifies labor and equipment rates match contract stipulations.
  • Time Sheet Approval Compliance
    Checks supervisor sign‑offs and supporting documentation.
  • Subcontractor Lien Waiver Validation
    Confirms waivers are present before payment release.
  • Audit Trail Completeness
    Ensures every transaction carries date‑time stamps and user identifiers.
Documentation and Reporting
  • Consolidated Financial Statement Package
    Generates balance sheet, income, and cash-flow statements per period.
  • Cost Report Packet
    Produces detailed job-cost reports with variance explanations.
  • Accrual Journal Summary
    Compiles recommended month-end accrual entries for review.
  • Cash Flow Dashboard
    Visualizes inflows, outflows, and funding requirements in real time.
  • Change Order Log
    Lists financial status of all change orders with exposure totals.
  • Revenue Recognition Schedule
    Details percentage-of-completion calculations by contract.
  • Audit Support Binder
    Assembles transaction samples, reconciliations, and confirmations.
  • Budget vs. Actual Narrative
    Writes executive commentary on significant variances.
Integrated Processes
  • Invoice Submission Workflow
    Routes vendor invoices through coding, approval, and posting steps.
  • Pay Application Approval Workflow
    Coordinates reviewer sign-offs before payment certification.
  • Change Order Cost Update
    Posts approved cost impacts directly to budgets and forecasts.
  • Retainage Release Process
    Automates holdback release upon milestone confirmation.
  • Vendor Setup Process
    Collects W-9s, banking details, and insurance certificates for onboarding.
  • Purchase Order Matching Process
    Matches POs, receiving, and invoices prior to payment.
  • Expense Report Reimbursement
    Approves and reimburses employee expenses with receipt verification.
  • Budget Transfer Request
    Facilitates reallocations between cost codes with audit logging.
  • Intercompany Charge Allocation
    Distributes shared costs according to predefined rules.
  • 1099 Preparation Process
    Compiles reportable payments and generates year-end forms.
  • Close-of-Period Checklist
    Orchestrates recurring tasks for monthly and quarterly close.
  • Audit Confirmation Process
    Sends bank, legal, and customer confirmations and tracks responses.
Platform Integrations
  • Oracle NetSuite
  • Sage Intacct
  • QuickBooks Online
  • Microsoft Dynamics 365 Finance
  • Procore Financials