Current workflow
AI Agents for Construction WIP Reporting
Build WIP schedules and flag over and under billing and margin fade.
You are viewing this workflow →AI Agents for Construction WIP Reporting
AI agents for construction WIP reporting build work in progress schedules from job cost, billing and estimated cost to complete, calculate percent complete and over or under billing, and flag jobs whose margin or backlog has moved. Controllers close and report with schedules they can trace to source.
Challenges We Solve
Where WIP Reporting Breaks Down
Construction finance teams build WIP schedules in spreadsheets each month from job cost, billing and project manager estimates.
Inputs
WIP inputs come from many places
Contract values, job costs, billings and estimates come from the ERP, project tools and project managers. Combining them takes days each close.
Percent Complete
Percent complete depends on manual estimates
Cost-to-complete estimates arrive late and in different formats, so percent complete and revenue move after review.
Billing
Over and under billing is found at close
Differences between earned revenue and billed amounts are calculated in the schedule, with little time to investigate.
Changes
Change orders are missing or late
Approved and pending changes affect contract value and estimated cost. They are added by hand.
Margin
Margin fade is seen too late
Jobs losing margin are spotted when the schedule is reviewed, after decisions have moved on.
Lenders
Lender and surety schedules are reformatted
The same WIP data is rebuilt into formats for bonding and banks each period.
AI Agent Capabilities
AI Agents Built for Every WIP Reporting Workflow
Six connected capabilities designed around your job cost data, contract values and WIP schedule format for Construction teams.
WIP Data Agent
- Pulls contract values, costs, billings and approved changes from the ERP
- Collects cost-to-complete estimates from project managers
- Flags jobs with missing or late inputs
- Applies your WIP schedule structure
- Keeps the source for every figure
Percent Complete Agent
- Calculates percent complete using your cost-to-cost method
- Compares to the prior period and highlights large movements
- Shows the estimate changes behind each movement
- Routes unusual changes to the controller
- Keeps history by job
Billing Position Agent
- Calculates earned revenue and over or under billing by job
- Shows billed, earned and unbilled amounts
- Highlights jobs with large positions
- Links each position to its billings
- Prepares entries for controller review
Margin Watch Agent
- Tracks estimated margin and backlog by job against the prior period and bid
- Flags jobs whose margin has faded beyond your threshold
- Shows the cost and change drivers
- Alerts the project manager and controller
- Tracks each flag to resolution
Schedule Preparation Agent
- Builds the WIP schedule in your format
- Prepares versions for lenders and surety from the same data
- Reconciles totals to the general ledger
- Keeps versions by period
- Routes the schedule for approval
Variance Explanation Agent
- Explains movement between periods by job
- Shows the changes in cost, estimate and contract value behind each variance
- Prepares commentary for the controller to edit
- Highlights unusual items
- Keeps the explanation with the period
Deployment
How We Deploy Your WIP Reporting Agent
Five steps from your first call to a validated wip reporting workflow connected to your ERP and job cost systems.
01
WIP Process and Data Review
We map your WIP method, schedule format, job cost and billing data, estimate process and how the schedule is built and reviewed today.
✓ WIP method and schedule format inventory
✓ Job cost and billing data map
✓ Recommended agent architecture for your environment
BUILT FOR CONSTRUCTION FINANCE AND OPERATIONS TEAMS
The right WIP visibility for every finance role
Each deployment is scoped around how a specific role depends on WIP data. Controllers, project managers and executives each get the outcome they need without rebuilding schedules each close.
CONTROLLER
Construction Controller
Stops building the schedule in a spreadsheet. Reviews a prepared schedule and variances.
What Changes
- Schedule built from job cost, billing and estimates
- Percent complete movement explained
- Over and under billing by job
- Totals reconciled to the ledger
PM
Project Manager
Stops being chased for estimates. Receives clear requests and sees margin flags.
What Changes
- Requests for estimates ahead of close
- Margin fade flagged with drivers
- Change order effects shown
- Estimate history by job
EXECUTIVE
CFO or Operations Executive
Stops waiting for the close. Sees backlog and margin position across jobs.
What Changes
- Backlog and margin by job
- Jobs outside margin thresholds
- Lender and surety versions from one dataset
- Variance commentary drafted
Meet Our CEO Haroon Jafree, CPA
25 years as a CFO and finance leader, designing agents around workflows he personally ran.
FAQ
Questions About WIP Reporting Automation
What controllers, project managers and executives ask before the first call.
It uses AI agents to build work in progress schedules from job cost, billing and estimated cost to complete, calculate percent complete and over or under billing, and flag margin movement. Controllers review and approve.
Get Started
Ready to Stop Rebuilding the WIP Schedule Each Month?
Book a discovery call to walk through your WIP method, your job cost data and your lender and surety formats.
Book a Discovery Call →