Read invoices, pull contract terms, log expenses. Every one is ready to run, and you can adjust it in plain language.
Log subcontractor invoices and archive their PDF emails.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Log trade and materials invoices with links to the originals.
Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.
Capture site purchase receipts with their source emails for review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
Summarize new project agreements and flag contract register gaps.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Flag unclear amounts on crew receipts for correction.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
Track subcontract terms and dates from files shared by project teams.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Share signed project contracts with a brief of key obligations.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
Turn photos of field paperwork into text for project approvals.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Tie jobsite card purchases to receipts in the shared expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
Draft bid responses from approved project documents.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
Pull requested facts from project reports and flag unclear fields.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Draft bid responses from approved project and company facts.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.