
Financial clarity from project data
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Financial clarity from project data
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Design decisions backed by clear data
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Autodesk Revit
- Autodesk BIM 360 / ACC
- Rhino / Grasshopper
- Bluebeam
Maximize value from every asset
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- IBM Maximo
- Infor EAM
- SAP Plant Maintenance
- Archibus
Grow revenue with clear foresight
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Salesforce Sales Cloud
- HubSpot Marketing Hub
- LinkedIn Campaign Manager
- Tableau
Resolve claims swiftly with data clarity
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Guidewire ClaimCenter
- Origami Risk Claims
- Duck Creek Claims
- Procore Incident Reporting
Proven performance for flawless handover
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- CXAlloy
- Autodesk BIM 360 / ACC
- IBM Maximo
- Bluebeam
Build faster with predictable outcomes
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Procore Project Management
- Autodesk Build
- Oracle Primavera P6
- Bluebeam
Contracts aligned, risks controlled
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- DocuSign
- Procore Financials
- Oracle Aconex
- Autodesk Build Cost Management
- Ironclad
Control costs with clarity
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle Primavera Unifier
- Procore Cost Management
- SAP S/4HANA Project Systems
- ARES PRISM
Insights unlocked, decisions accelerated
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Databricks Lakehouse
- Snowflake Data Cloud
- Apache Airflow
- Tableau
- Power BI
Data‑driven design, delivered right
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Autodesk Revit
- Autodesk BIM 360 / ACC
- Rhino / Grasshopper
- Bluebeam Revu
Documents organized, decisions simplified
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Autodesk Docs
- Procore Documents
- Oracle Aconex
- Microsoft SharePoint
Accurate estimates, swift decisions
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Autodesk Takeoff
- Trimble WinEst
- Beck Technology DESTINI Estimator
- RSMeans Data Online
Operate buildings with actionable insight
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- IBM Maximo
- Archibus
- Schneider Electric EcoStruxure
- IBM TRIRIGA
Financial clarity and proactive risk control
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- SAP S/4HANA Finance
- Oracle Fusion Cloud Financials
- Workday Adaptive Planning
- Sage Intacct
Zero incidents through proactive insight
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Procore Safety
- Autodesk Build Safety
- SafetyCulture (iAuditor)
- SiteDocs
Empower people, ensure compliance, drive growth
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Anticipate risks, assure coverage
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Secure systems, seamless operations
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Legal clarity, minimized exposure
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Buy right, deliver certainty
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Deliver projects with confident control
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Build it right, every time
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Stay ahead of every regulation
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.
.avif)
- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
See risks, steer outcomes
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Accelerate schedules with data‑driven certainty
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Specifications aligned, submittals streamlined
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.
.avif)
- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Resilient supply chains, optimized deliveries
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.
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- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Sustainable outcomes through actionable data
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Right people, right skills, right time
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.

- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials
Permits secured, zoning aligned
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.
.avif)
- 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.
- 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.
- 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.
- 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.
- 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.
- Oracle NetSuite
- Sage Intacct
- QuickBooks Online
- Microsoft Dynamics 365 Finance
- Procore Financials

