Deals, projects, and properties each run on their own stack of documents and deadlines. We build the AI that reads the documents, tracks the deadlines, and keeps the money moving.
Built for
Developers
General contractors
Subcontractors
Property managers
CRE investment
Title & escrow
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The Challenge
The job gets built. The deal closes. Signing off takes the month.
Draws, change orders, lien waivers, COIs, lease files, closing statements. Your system of record holds the clean version, your people hold every approval and exception, and month-end goes to proving the numbers.
Pay app and schedule of values inFiled
Lien waivers back · 17 of 17 subsSigned
Change order 12 sitting with the PMWaiting
Owner sign-off on the revised budgetQueued
Lender funds draw 7Held
Without an agent
With an agent
01The approvals
Every approval stalls on one open step.
The rest is signed and filed. Finding the open step takes a round of calls.
02The scope call
The same change order gets priced two ways.
It sits with whichever PM ran the job, and the test was never written down.
“Is this in scope or a change order?”
Last jobYes
This jobNo
TodayWaiting
With AI in the mix
The contract and the drawings settle it, the same way on every job.
74 scope calls checked
03The tie-out
Three systems, three versions of one number.
Job cost, the pay app, and the funded amount. Every report starts by picking one.
Job cost2,480,000
Pay app2,461,500Δ
Funded2,480,000
With AI in the mix
Every source2,480,000
Each line traced back to the contract, the invoice, and the funded draw.
…and many more use cases
Capabilities
The AI our clients actually put to work
Not a product menu. These are the capabilities we design, prototype, and ship inside your operation, in whatever combination the work calls for.
Document & data extraction
Any document you handle, turned into usable data.
Leases, draws, invoices, waivers
Checked against your contracts
Written to your systems
Agentic workflows
Multi-step work that runs start to finish.
RFIs and submittals routed
Approvals where you require them
Exceptions routed to a person
Decision support
Faster calls, with the evidence already attached.
Your criteria, encoded
Comps and evidence up front
Judgment stays with your team
Risk, compliance & audit
Oversight that builds its own paper trail.
COIs and expirations tracked
Missing waivers flagged early
Actor, time, and reason logged
Reporting & analytics
Reporting that renders from the source, not by hand.
Investor and owner packs, live
Budget vs. actual with lineage
Your team reviews, not rebuilds
Conversation & voice
Client conversations handled in plain language.
Tenants, vendors, and brokers
Full context from your systems
Resolved or escalated cleanly
Your own operating platform
The interface your team has always dreamed of. It now costs less to build than to keep renting your way around it.
One interface, not six logins
No per-seat bill as you grow
AI inside the work, not beside it
Most firms put three or four of these to work. A Jumpstart finds which ones earn their place, on your own files, before you commit to a build.
Case study
A real estate firm, on one set of numbers
Deals, asset performance, and investor reporting on one operating layer
A commercial real estate firm running sixty-plus assets on property software, spreadsheets, and hand-built investor packs moved onto one system the whole firm reads from. The quarterly rollup that took two weeks now reaches investors in two days.
You already have lender requirements, owner agreements, and auditors who check the draw file. We build inside your rules. That shapes the work from day one, instead of becoming a checklist at the end.
We build to your rules
Your approval chains and record-keeping rules go in from day one. If your policy says a person signs off, the system enforces it.
Not our first rodeo
Our team has worked with personal data, SOC 2 requirements, and records a regulator can ask for. Yours won't be the first security review we've answered.
You own everything we build
The code, the accounts, and the documentation are yours. Nothing to hand back at the end, and the architecture is your IP to use forever.
Where to start
One workflow, one team, or the whole firm
Some firms arrive with one process that's breaking. Others want to rebuild how the business runs. We meet you where you are.
Start here
AI Jumpstart
A few weeks to map how a file really moves, audit your stack, your data, and your controls, and find where AI pays back. Delivered with a working prototype on your own files, before anyone commits to a build.
Your prototypes built into production software by a lean team that stays through launch, rollout, and your first audit on the new system. The code is yours, in your own accounts.
We're in the middle of active projects. Is this disruptive?
No. We build alongside the way you work today, and the new system gets adopted in slices: one workflow, one project, one team at a time. Nothing switches over until it's proven on your own files, and nobody stops managing a job to sit through a software rollout.
Our documents are a mess. Plans, PDFs, photos, email threads. Can you work with that?
That's the normal starting state, not a disqualifier. Reading messy documents is exactly what this generation of AI is good at: leases, draw packages, lien waivers, COIs, RFIs, and the photos and email threads around them. We start with the files you actually have, not the files you wish you had.
Can it produce investor and owner reporting?
Yes, and this is usually where the payback shows up first. Reports render from live project and property data instead of being assembled by hand at month-end, and every number carries lineage back to its source. When an investor or owner asks where a figure came from, the answer is a click, not a week of archaeology.
Does it replace our property, project, or accounting software?
Usually not. Systems that earn their place stay, and we build the layer around them: the intake and extraction that fills them, the exception paths they were never designed for, and the reporting they can't produce. Sometimes the honest answer after a Jumpstart is that a core system needs replacing, and we'll tell you that.
Who approves money movement?
A person, always. Draw approvals, payment releases, and anything else that moves money stay with the people your agreements name, and the system enforces those approvals rather than bypassing them. AI assembles the file and checks it against your rules; a person makes the call, and the record shows who, when, and why.