Construction and Manufacturing

Your team reviews the takeoff, the reconciliation and the daily numbers instead of building them.

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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Running today
  • Takeoffs from drawing setsLive
  • Sub bid leveling against plansLive
  • WIP-to-projection forecastingLive
Live with construction and manufacturing teams
Sabre Commercial
Civil Works Contracting
Washington Iron Works
Current state

How the work gets done today

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.

Where the hours go
  • Vendor quotes compared by hand before a PO can be raised
  • The projection rebuilt from the same sources every month
  • Daily branch numbers assembled before anyone can read them
  • Card receipts chased across the business at month end
  • AP invoices keyed into the system one at a time

What changes with an AI co-worker

The co-worker builds it. Your team reviews it. Approving, paying and committing to a number stay with your people.

Quotes lined up

Vendor quotes are gathered and compared, so purchasing decides instead of collating.

The projection rolls forward

WIP-to-projection forecasting runs on the same cadence without the rebuild.

Numbers before the day starts

The daily branch review is assembled and ready rather than pending.

Receipts swept, not chased

Card reconciliation sweeps run through the month instead of at the end of it.

Meet the co-workers on this desk

Three co-workers run across construction and manufacturing customers today, each built around that business’s own process.

A
AlfredAI co-worker

Reconciles card spend against receipts and coding, sweeping through the month rather than at the end of it.

Card reconciliationLive
Receipt chasingLive
C
CarlAI co-worker

Rolls WIP forward into the projection so the model is ready for your review, not your rebuild.

WIP-to-projection forecastingLive
Bid monitoringLive
D
DwightAI co-worker

Delivers the daily financial review for each branch before the day gets going.

Daily branch financial reviewLive
AP invoice entryLive

Real work, done every week

Weekly activity from live co-workers.
Alfred
Card and fuel card reconciliation
10 to 14 sweeps a week
Dwight
Daily branch financial review
Three branches every morning
Carl
Projection rolled forward on cadence

Works in the systems you already run on

Your inboxSlackSageYour ERP

Your processes, your client records, your documents — never used to train AI models.

Automation should know when to stop

Never approves or moves money
Uncertain means flagged
One accountable owner
Your data stays yours
Sensitive data protected
Everything is logged

What back-office work is taking hours from your team?

Give us 25 min and let’s find one process worth improving.

Free 25-minute process review. Pick a time on the next step.