Role hub
Controller
At this size the controller is often the whole accounting department. Agents fit the high-volume, rule-bound work: reading invoices, matching them to commitments, coding them to cost codes — with the controller approving, not typing.
What holds today: AP invoice extraction and first-pass coding against the job cost structure. What does not: anything touching cash or compliance — payment release, lien waiver acceptance, tax filings — stays human, always.
3 jobs shown
Agent drafts first-pass review of inbound sub G702/G703 against commitment, SOV, prior payments, signed changes, field notes, plus lien-waiver checklist; controller owns percent complete, retainage, pay/hold, and release.
WIP schedule and over/under-billing draft
ready todayUse an agent to draft the monthly WIP / percentage-of-completion schedule from job-cost exports; the controller owns ECTC and the signature.
AP invoice coding & matching
ready todayInvoices arrive by email; the agent extracts, matches to the commitment, proposes the cost code, and queues for approval.