AI Pathway | Integrations
AI Pathway
Integrations

You already bought the software. Keep it.

Our agents read and write in the systems your team already lives in. Nothing to migrate, nothing to re-learn, no second source of truth.

Verified Intuit App Partner
QuickBooks
Accounting & job cost

The books stay where they are. Our agents read and write the same ledger your bookkeeper does — coded, matched and current every day instead of every third week.

Vendor bills coded to job and cost code on arrival
Deposits matched, short-pays flagged, AR aging kept true
Job budgets loaded so WIP is built from real numbers
Month-end close driven and chased to completion
ServiceTitan
Field service & dispatch

You keep ServiceTitan and everything your techs already know how to do in it. Our agents work in the gaps around it — the parts it was never going to do for you.

Timecards validated against the schedule and the job
Dispatch conflicts spotted before the crew leaves
Daily reports chased and quality-checked
Invoices raised the day the work is done
Procore
Project management & documents

Procore holds the project. It doesn't chase anyone. Our agents work the logs and the budget so the project record is current when you open it, not after someone spends a Friday on it.

Budgets and commitments kept current against real cost
Change orders drafted the moment scope moves
RFI and submittal logs chased to a response
Daily reports collected from the field, not nagged out of it
GCPay
Pay applications & compliance

The draw is where contractor cash actually goes to die. Our agents assemble the pay app on the GC's calendar and collect the paperwork that holds it up.

Pay applications assembled and submitted on schedule
Lien waivers gathered from subs before the draw closes
Insurance and compliance docs kept current
Rejections caught same-day instead of at month end

Field service and project management platforms we work with

If you run ServiceTitan, FieldPulse, BuildOps, ServiceTrade, Jobber, Housecall Pro, Service Fusion, FieldEdge, Workiz, Simpro, Procore, GCPay or Oracle Textura, you keep it. Our AI agents work inside the platform you already chose — and alongside QuickBooks for the accounting and job-cost side.

ServiceTitan

Dispatch, jobs & invoicing

Timecards validated against the schedule, dispatch conflicts caught before the crew leaves, daily reports chased, invoices raised the day the work is done.

QuickBooks

Accounting & job cost

Vendor bills coded to job and cost code on arrival, deposits matched, short-pays flagged, job budgets loaded so WIP is built from real numbers.

FieldPulse

Field service management

Job and customer records kept in step with the books, work orders captured, invoices raised without a second data entry pass.

BuildOps

Commercial contractor platform

Pay app, retention and change order tracking layered on top, so contract-side cash stops depending on someone's memory.

ServiceTrade

Commercial service & inspections

Inspection deficiencies turned into quoted work, and the quote followed up until it's won or dead.

Jobber

Quoting, scheduling & invoicing

Quote follow-up, missed-call response and review requests handled automatically around your existing pipeline.

Housecall Pro

Residential service ops

After-hours calls answered and booked, on-the-way notices sent, invoices out same day.

Service Fusion

Field service management

Job costing kept current and receivables worked on a schedule instead of when someone has an afternoon free.

FieldEdge

Dispatch & QuickBooks sync

The sync gaps between field and books watched and reconciled, so job cost isn't three weeks stale.

Workiz

Dispatch & phone

Call capture, lead intake and appointment reminders wired into your dispatch board.

Simpro

Job & project management

Project budgets built at start, labour burn watched weekly, change orders detected against contracted scope.

Procore

Project management & documents

Budgets, commitments and change orders kept current, RFI and submittal logs chased, daily reports collected from the field instead of nagged out of it.

GCPay

Pay applications & lien waivers

Pay apps assembled and submitted on the GC's schedule, lien waivers and compliance docs gathered from subs before they hold up the draw.

Oracle Textura

Pay apps & subcontractor compliance

Invoice submissions prepared and filed, insurance and compliance documents kept current, payment status watched so a rejected app doesn't sit for a week.

Contractor project management

WIP, budgets & change orders

Whatever you run projects in — Procore, Excel, a whiteboard — the agents build the budget, chase the reports and render a weekly verdict per job.

And the rest of the stack

Your email inbox
Your calendar
Excel & Google Sheets
Document drive
Bank feeds
GC payment portals
Permit portals
Payroll providers
Your CRM
Rexpt AI Receptionist

Running something else? Custom workflows are part of what we do — bring the system, we'll build the agent around it.

On QuickBooks Online
AI CFO reads the ledger and answers questions about it

A read-only QuickBooks Online connection, set up in one session — predictive cash flow, job-by-job profitability and executive action plans from the books you already keep.

See AI CFO →
Reconciliation
Bookkeeper Assistant reconciles it against everything else

Supplier statements, the bank feed, remittances and your field system, checked against QuickBooks to the penny — read-only by default.

See Bookkeeper Assistant →