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.
In your day-to-day
- 01
Weekly review per project: invoiced progress, hours consumed, committed purchases against the quoted budget.
- 02
Flagging of work packages where logged hours exceed the estimate before the margin is eaten.
- 03
Outstanding balance per client and applications still to issue, crossed with follow-ups in progress.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
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.
- 3
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.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
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.
Get my free diagnostic