Automated reporting for construction firms and tradespeople

A project’s real margin lives between the quote, logged hours, purchases and invoiced applications — and often surfaces at the final account, too late. The agent reconciles those sources every week and flags the projects drifting while there is still time to act.

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In your day-to-day

Weekly review per project: invoiced progress, hours consumed, committed purchases against the quoted budget.

Flagging of work packages where logged hours exceed the estimate before the margin is eaten.

Outstanding balance per client and applications still to issue, crossed with follow-ups in progress.

A typical scenario

A 30-person general contractor runs 12 projects at once, with quoting software on one side and timesheet spreadsheets on the other — real margin lives nowhere.

01
Every Friday, the agent reconciles timesheets, committed purchases and invoiced progress, project by project.
02
It spots the project whose labour spend hits 80% of budget at 60% completion — the one that would have waited for the final account to reveal itself.
03
On Monday morning, the weekly review sorts the 12 projects into three columns: on budget, watch, drifting.

What changes

Margin gets discussed at the site meeting, while a variation order can still be negotiated or a work package tightened — not at the final account.

Order of magnitude

Working assumptions

→consolidating 12 projects by hand takes half a day a week, i.e. 4 hours
→48 working weeks a year

Around 190 hours a year handed back to management — more than three working weeks — with drifts visible mid-project instead of at close-out.

Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.

What eats your days

→

Progress payments and final accounts settle months late, and retention money ends up forgotten.

→

The office drowns in email — supplier invoices, tenders, after-sales requests — while everyone is on site.

→

A project’s real margin only surfaces at the final account, when nothing can be fixed anymore.

How it works

Connected to your sources

Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.

Automatic perspective

A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.

Brief where you actually read

Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.

Typical results

2 min

to read the morning brief, full picture included

1 d → 0

human time per reporting cycle

D-30 → D-1

drift detection: as it happens, not at close

Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.

Frequently asked questions

We only have quoting software and spreadsheets — is that enough?+

Yes: the agent works with what exists — management software, timesheet spreadsheets, supplier invoices. The weekly reconciliation it performs is the one nobody has time to do by hand.

Can it really spot a drift before the project ends?+

That is its main point: by comparing consumed against budget every week, a labour or purchasing drift shows up mid-project — not at the final account.

Is this the problem eating your team’s time?

Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.