Your automated workforce

Built for your entire operation. Deployed one workflow at a time.

You don't need to overhaul your company overnight. We deploy pre-built, trade-specific smart workflows step by step — starting exactly where your business is losing the most time and money.

Start with your biggest bottleneck

You don't hire 50 people on day one, and you don't need to automate everything at once. We identify your highest-friction operational pain point — unbilled change orders, slow billing cycles — and deploy the right workflow to fix it immediately.

Sequential, bulletproof accuracy

Smart workflows rely on accurate data. We roll out automations in strict dependency order, so your job-site records, purchase orders and accounting data are clean before anything cascades into advanced financial projections.

Runs quietly in your existing stack

Every workflow operates behind the scenes inside the platforms your team already uses — Procore, GCPay, Textura, QuickBooks, ServiceTitan and Jobber. Zero system migrations, zero learning curve for your field crews.

Smart workflows engineered for commercial contractors

Billing & revenue capture

Automate progress billings, track unbilled change orders, and sync field logs directly with specialized portals like GCPay and Textura.

Financial & margin protection

Flag budget overruns on active jobs in real time, reconcile purchase orders, and stop profit leaks before jobs close out.

Field & office reconciliation

Eliminate manual data re-entry between job-site management apps and accounting software to keep field and office aligned.

Finance & Office

9 agents

Finance →

Monty

Month-End Closer

Runs the close on a checklist instead of on memory, and compresses the two-to-five day reporting lag every other number waits on.

Wendy

WIP Scheduler

Tells you whether the profit you reported is real or borrowed from next month. The value is in the decisions you do not make on false numbers.

Tori

Inbox Triager

At this size the inbox is the project management system. Tori files every email to the job it belongs to, extracts what needs doing, and routes it.

Syd

System Syncer

The same data typed three times, into three systems, with three chances to differ. Syd types it once — and removing the retyping removes the mismatches.

Fiona

Document Filer

Unfiled documents are why closeout and disputes take weeks instead of hours. Fiona names and files everything to a consistent structure, the day it arrives.

Tessa

Tax Packager

Entirely mechanical if the ledger was kept clean all year. Tessa assembles the CPA package and files 1099s without a January scramble.

Hallie

Hiring Screener

Hiring speed is a real constraint on capacity in the trades. Hallie responds to every applicant the same day.

Mira

Meeting Scribe

Captures decisions made in the truck and on site that never reach the office, and turns them into owned actions with dates.

Sully

Surety Packager

Bonding capacity and credit line renewal turn on this package, so Sully keeps it assembled and current instead of rebuilt under deadline.

Project Management

3 agents

Project Management →

Mason

Project Builder

Turns a won estimate into an actual project — a line-item plan with labor, material and equipment, and every element and configuration that has to exist before anyone charges an hour to it. Mason is the handoff nobody currently owns, and the reason five other agents have something true to compare against.

Duke

Field Manager

Gets the daily report to exist, then checks it is worth having. Duke chases every crew that has not reported, rejects the ones that say nothing, and routes what is in them — safety straight to a human, scope changes to Cora, delays to Rafi, progress to Piper.

Piper

Project Tracker

The only agent that renders a verdict. Piper compares material usage, rental usage and hours against the plan Mason built, at the same percent complete, and says one thing per job: on track, watch, or slipping — with the drivers named.

Estimating & Bidding

6 agents

Estimating →

Gus

Bid Gatekeeper

The only agent whose job is to make you do less work. Gus reads every invitation to bid and scores it against your real win history by GC and by scope, so four-hour bids stop going into jobs you were never going to win.

Theo

Takeoff Assistant

Reads the plan set, the spec sections and every addendum, and produces a structured marked-up quantity list your estimator checks against the drawings. Theo never produces a total — only a takeoff a human can verify line by line.

Priya

Price Historian

Prices the takeoff off what work actually cost you, by cost code, on jobs like this one — instead of gut feel or a spreadsheet last updated in 2023. Priya shows you the spread, not just the average.

Winston

Win/Loss Analyst

Follows up every bid, finds out why you won or lost, and turns that into the win-rate data Gus needs.

Quinn

Quote Wrangler

Sends the material list out, chases the suppliers who do not answer, and puts four differently formatted quotes onto one comparable line-item basis — flagging every substitution someone tried to slide in.

Pearl

Proposal Assembler

Builds the bid document and then attacks it — checking it against the GC's own bid form, every addendum, and your own scope, so the bid is not thrown out on a technicality after you spent four hours on it.

Sales & Customer

7 agents

Sales →

Cora

Change Order Detector

Reads everything moving across the job — email, RFIs, field logs, timecards, deliveries — and flags work being done that nobody has billed. The largest number on the roster, and it is real cash.

Nadia

Missed-Call Responder

Answers the calls nobody picks up, qualifies the job, and books it on the calendar. The highest-conviction revenue agent on the roster, because the money is already standing at the door.

Leo

Lead Intake

Responds to every web form, chat and marketplace lead in minutes, qualifies it, books it — and finally tells you where your leads actually come from.

Remy

Appointment Reminder

Confirms every appointment ahead of time so trucks stop rolling to empty houses.

Rae

Review Requester

Asks for the review at the moment the customer is happiest, on the platform that matters — and routes unhappy customers to a human instead of to Google.

Otto

On-The-Way Notifier

Tells the customer the truck is coming, who is driving, and when they will arrive. Zero analytical content, all consistency — and it drives the reviews that drive the leads.

Jenny

AI Receptionist

Primary inbound receptionist. Distinct from Nadia, who is a missed-call overflow agent. Jenny answers the phone; Nadia catches what the phone misses.

Payroll, Compliance & Risk

8 agents

Compliance →

Prue

Prelim Notice Watcher

Low probability, severe consequence. Prue watches the statutory clock on every job and files the preliminary notice inside the window, every time.

Cyrus

Contract Risk Reader

Reads every contract before you sign it and flags the clauses that will cost you — pay-when-paid, uncapped indemnity, liquidated damages, no-damages-for-delay, unilateral change directives.

Rafi

RFI Chaser

Tracks every RFI and submittal, chases the ones going stale, and builds the delay record you will need if the answer arrives four weeks late.

Cecil

Certified Payroll Clerk

Produces compliant certified payroll every week for every public job, in each agency's required format, before it holds up a progress payment.

Frankie

Fringe Benefit Reporter

Files the monthly union and benefit reports off the same clean payroll data Cecil uses. Penalty-attached and entirely mechanical.

Wes

Comp Audit Prepper

Keeps class-code allocation defensible all year, so the annual audit does not produce a surprise premium bill.

Coco

COI Tracker

Tracks every certificate and license — yours, your subs', your suppliers' — and chases renewals before they lapse. Small most months; an expired sub COI on a loss event transfers the whole claim to you.

Toby

Toolbox Talk Logger

Worthless until an incident, and then it is the only document that matters. Toby logs every safety meeting, topic and attendee with a defensible record.

Purchasing & Payables

7 agents

Purchasing →

Vinnie

Vendor Bill Coder

Takes every supplier invoice that arrives by email and turns it into a correctly coded bill — right vendor, right job, right cost code, right class. Vinnie is the reason job costing is current instead of three weeks stale.

Cody

Ledger Coder

Keeps the ledger current every single day so every other financial agent is reading true numbers. Cody categorizes bank and card activity, learns from corrections, and never guesses silently.

Trina

Three-Way Matcher

Compares what you ordered, what arrived and what you were billed, on every material purchase. Trina finds the duplicate invoice, the price that crept up from the quote, and the delivery that went to the wrong job.

Polly

PO Writer

Turns 'grab me two more of those' into an actual purchase order before the material ships. The cheapest fix for the single biggest cause of invoice disputes.

Vera

Price Drift Watcher

Watches the gap between what you were quoted and what you are actually charged, across every vendor and commodity item. Individually trivial; in aggregate it is the margin nobody tracks.

Della

Delivery Ticket Digitizer

Gets paper delivery tickets out of truck cabs and into the system the day they are signed. Without her the three-way match has only two legs.

Reggie

Receipt Catcher

Collects and codes every field purchase the day it happens, so job cost includes the $340 in parts someone bought at the counter.

Field Operations

8 agents

Field Ops →

Tina

Timecard Validator

Tina checks every timecard for missing clock-outs, impossible hours, wrong job, wrong cost code and labor-law exceptions — because job costing, labor burn and the morning flash are all fiction without her.

Burke

Labor Burn Watchdog

Compares hours burned to hours budgeted, by cost code, every day — and shouts in week two instead of at closeout. Burke's entire value is the gap between a problem starting and someone finding out about it.

Dawn

Morning Flash

The one thing you read with coffee. Dawn is also the delivery surface for every other detect-and-alert agent on the roster.

Dex

Dispatch Conflict Spotter

Checks tomorrow's schedule tonight for every reason a crew will stand around — no material, no permit, no access, double-booked, wrong certification.

Rennie

Rental Watchdog

Finds the equipment you are paying for and not using. One forgotten trencher pays for the agent.

Logan

Field Log Keeper

Turns crew texts, photos and voice notes into a proper daily log per job. Its real job is being the evidence file for every delay claim and backcharge you will ever argue.

Perry

Permit Watcher

Checks every jurisdiction's portal daily, so a failed inspection is known the same day instead of the next morning.

Nora

Crew Notifier

Kills the 6am phone tree. Every schedule change reaches the right people through the channel they actually read, with confirmation tracked.

Cash & Collections

8 agents

Cash & AR →

Dana

Deposit Matcher

Owns the gap between money landing in the bank and money showing against an invoice. Dana reads every deposit, finds the remittance that explains it, applies it in QuickBooks, and escalates anything that doesn't tie. She auto-applies the clean ~60% and, for the rest, assembles an evidence packet so a human decides in two minutes instead of fifteen.

Jules

Joint Check Tracker

Follows every joint check from endorsement through to a released supplier. Jules treats check to supplier invoice to lien release as one chain and refuses to let any leg sit open — because an endorsed check whose supplier invoice was never marked paid becomes a duplicate payment and live lien exposure on a job you have already been paid for.

Cassie

Collections Caller

Runs the receivables chase on a schedule instead of when someone remembers. Cassie segments the aging by bucket and by GC behavior, drafts the right message for each — reminder, escalation, or stop-work — and never contacts a customer who has already paid.

Rita

Retention Chaser

Knows exactly how much of your money is sitting in other people's accounts, on which jobs, and what has to be true before you can ask for it. Rita tracks every retention balance from first pay app to release and starts the ask the day the conditions are met.

Ayla

Pay App Preparer

Builds the monthly pay application to the GC's exact format, first time. Ayla assembles the schedule of values, this period's progress, stored materials, retention and the continuation sheet, attaches every required backup, and checks the package against that GC's own rejection history before it goes.

Lena

Lien Release Collector

Chases the paperwork that proves your suppliers got paid. Lena knows every supplier-by-project pair with an open balance and collects conditional and unconditional releases before the GC has to ask.

Clyde

Closeout Packager

Assembles the closeout package continuously through the job instead of scrambling at the end, so final payment and retention stop being held hostage to an O&M manual nobody can find.

Wally

Waiver Issuer

Produces your own conditional and unconditional waivers on the GC's schedule so payment never waits on paperwork you control. Wally also refuses to issue an unconditional waiver before the money has actually cleared.

Find out which workflow to automate first

In a 30-minute workflow audit, we'll analyze your current software stack and pinpoint the exact workflow that will yield the fastest return on investment for your business.

Schedule your 30-minute workflow audit

Premium tier

AI CFO — the numbers, read and explained

CFO-level analysis on your QuickBooks data, from $299/month with a 7-day free trial.

See AI CFO →

Reconciliation

Bookkeeper Assistant — QuickBooks reconciled to the penny

Read-only by default. Checks supplier statements, the bank feed and remittances against your books.

See Bookkeeper Assistant →