Construction and Manufacturing
Track every cost from takeoff through closeout, with a back-office co-worker running in the background — in Sage and the inbox your office already works in.
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Vendor quotes come in by email, one at a time, and someone has to line them up before anything can be ordered. Purchase orders get raised by hand against whichever quote won.
At month end, WIP gets pulled into a spreadsheet, the projection gets rolled forward, and whoever owns the model spends a day rebuilding it from the same sources as last month.
Every morning, someone assembles the daily numbers for each branch before anyone can act on them. The work is finished around lunchtime, which is when the day it describes is already half over.
The co-worker builds it. Your team reviews it. Approving, paying and committing to a number stay with your people.
Vendor quotes are gathered and compared, so purchasing decides instead of collating.
WIP-to-projection forecasting runs on the same cadence without the rebuild.
The daily branch review is assembled and ready rather than pending.
Card reconciliation sweeps run through the month instead of at the end of it.
Three co-workers run across construction and manufacturing customers today, each built around that business’s own process.
Reconciles card spend against receipts and coding, sweeping through the month rather than at the end of it.
Rolls WIP forward into the projection so the model is ready for your review, not your rebuild.
Delivers the daily financial review for each branch before the day gets going.
Your processes, your client records, your documents — never used to train AI models.
Give us 25 min and let’s find one process worth improving.