Key takeaways
Find the real problem first. Numbers usually break down because of people, process, or technology. Know which one before you buy a fix.
AI won’t fix a broken process. It just makes mistakes faster. Set up a clear process, start with one agent, and review its work before adding more.
Where AI helps most today: coding bills and receipts, chasing COIs and lien waivers, building draws, and getting quick job updates from PMs by text or phone.
People still matter. AI does the busy work, and your team reviews it and focuses on analysis.
In the live demo
AI reads and codes three real invoices, including a handwritten one
Requesting COIs, W-9s, and contracts from a new vendor
Tracking vendor documents in one place
Resources
Free AI tools: www.adaptive.build/free-tools
