Build reports with AI
Go to Command Center > Reports > New and describe the report you want, for example “Build an AR aging report.” You can then refine it by changing groupings, filters, columns, or charts. Standard reports, like AP and AR, are under Adaptive Reports.
Find your skills and agents
Skills and the Agent Library are now in the Command Center menu on the left.
Match bills to purchase orders
When a bill comes into your inbox, Adaptive shows the POs that match its vendor, job, and cost code. Open a PO, choose Apply to bill, and add all PO lines or select specific ones. The PO’s open balance updates once the bill is approved.
Set Adaptive card controls
In Card Management, you can:
Set daily, weekly, monthly, or total spending limits
Limit spending to certain categories or merchants, like gas stations or hardware stores
Set a default job, cost code, or account for each card
If a purchase is outside the card’s limits, it’s declined until an admin approves it.
Agents we looked at
Expenses Clerk: finds missing receipts and follows up by text, email, or phone
Custom AIA draw packages: formats draws to match your G702/G703 layout
Compliance Agent: flags documents that don’t meet your company-wide or job-specific requirements
Want to explore agents for your team? Reach out to your account manager.