Fee budgets by phase and discipline, utilization, invoicing across contract types, subconsultant invoices, collections and forecasts.
A firm's finance team works across many projects, contract types and offices: lump sum, hourly and cost-plus work, subconsultant invoices, billing the architect as prime, and collections that depend on who has seen what. Utilization and profitability are reported late, and each project manager explains a variance in a different way.
This agent prepares the records. It reads the time, fee and contract records your firm keeps, drafts invoices and narratives by contract type, checks subconsultant invoices against the agreement, compares hours with the fee budget by phase and discipline, and drafts a forecast for the controller. It describes what the records show and never alters a ledger. The controller and the principal in charge decide what is billed, collected and forecast.
We connect the agent to the accounting and time platforms your firm runs, once your IT and security reviewers approve.
The agent drafts the invoices and summaries, compares them with budget and contract, and flags every difference.
The controller and principal in charge review and decide. Their corrections shape the next cycle.
A project accountant prepares the invoice to the architect as prime for a medical center. The agent drafts it by phase from the time records and the agreement. The principal in charge approves the amount.
A controller receives a subconsultant invoice for fire protection and electrical work. The agent compares it with the agreement and lists each difference. The controller decides what is paid.
A finance director wants utilization and multiplier by discipline group for every office. The agent assembles it from the time records. The managing principals decide where staffing changes.
A principal reviews a courthouse project in construction administration. The agent compares remaining fee with remaining work and drafts a forecast. The principal decides what to tell the owner.
It reads the accounting, time and contract records your firm keeps, in platforms such as Deltek Vantagepoint, Unanet or BQE Core, as your IT and security reviewers approve.
No. It drafts and flags. The controller and principal in charge approve and send.
A reviewer your firm names, usually the controller, checks each draft before it leaves finance.
Lump sum, hourly and cost-plus work each have their own instructions, and so does billing the architect as prime.
One office goes first. The same instructions are then fitted to the others as your leadership decides.
The templates and instructions written for your firm are yours. Financial data stays under the terms of the Claude plan your firm chooses, reviewed with your IT lead before connection.