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💰Finance & Cost Control

Retainage Management

Automated retainage tracking and release

MEASURED OUTCOMES
Retainage release cycle time50% faster
Working capital improvement$500K+ per $50M project
Retainage disputes reduction70%
The Problem

Why this agent exists

Retainage tied up in completed work represents significant working capital. Tracking and releasing retainage is manual and often delayed.

What the agent does

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

Retainage balance tracking by subcontractor
Completion milestone-based release triggering
Retainage reduction schedule management
Dispute and withholding documentation
Cash flow impact modeling
Retainage aging analysis
AI Capabilities

Retainage balance tracking by subcontractor

Completion milestone-based release triggering

Retainage reduction schedule management

Dispute and withholding documentation

How It Works

End-to-end workflow

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

1

Retainage Setup

Configure retainage rules per contract

2

Tracking

Track cumulative retainage withheld from each pay app

3

Release Trigger

Auto-trigger release requests at contract milestones

4

Approval Routing

Route releases for owner and PM approval

5

Payment Processing

Process approved retainage payments

Proven ROI

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

50% faster
Retainage release cycle time
$500K+ per $50M project
Working capital improvement
70%
Retainage disputes reduction
Integrations

Works with your existing tools

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

Sage
Viewpoint
CMiC
Procore
AP systems

See Retainage Management 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.