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💰Finance & Cost Control

AIA / Progress Billing

Automated progress billing and AIA form generation

MEASURED OUTCOMES
Billing preparation time80% faster
Billing error rateNear zero
Days to submit billing5 days → 1 day
The Problem

Why this agent exists

Monthly billing requires significant manual effort and is prone to errors. Slow billing delays cash receipts and impacts cash flow.

What the agent does

A single AI agent that handles the entire workflow (from data ingestion to action) without manual intervention.

Automated AIA G702/G703 generation
Schedule of values management
Stored materials billing tracking
Retainage calculation and tracking
Application for payment distribution
Billing calendar and reminder management
AI Capabilities

Automated AIA G702/G703 generation

Schedule of values management

Stored materials billing tracking

Retainage calculation and tracking

How It Works

End-to-end workflow

The agent runs autonomously from trigger to outcome, keeping your team informed at every step.

1

Progress Capture

Pull percent complete from project management system

2

AIA Generation

Auto-generate G702/G703 forms from progress data

3

Review & Approval

Route for PM and accounting review

4

Submission

Submit application to owner with supporting documentation

5

Payment Tracking

Track payment receipt and identify delays

Proven ROI

Real outcomes from construction firms deploying this agent across their projects.

80% faster
Billing preparation time
Near zero
Billing error rate
5 days → 1 day
Days to submit billing
Integrations

Works with your existing tools

No rip-and-replace. This agent integrates natively with the construction tech you already rely on.

Procore
Sage
Viewpoint
AIA software
DocuSign

See AIA / Progress Billing in action

Book a 30-minute demo and we'll show you exactly how this agent integrates with your systems and delivers ROI from day one.