Construction & Real Estate Industry Solutions

Invoice Processing & AP Automation

• Capture and extract data from invoices for labor, materials, equipment rentals, and
  services.
•  Match invoices with purchase orders, contracts, and delivery receipts (3-way match).
• Route for approval based on project codes, departments, or value thresholds.
• Integrate with ERP, accounting, or project management systems.

Purchase Order (PO) & Work Order Automation

• Extract data from digital or scanned POs and work orders.
• Validate item descriptions, units, delivery timelines, and costs.
• Route POs for internal approval or contractor confirmation.
• Track fulfillment status and update procurement workflows.

Contract & Compliance Document Processing

• Extract clauses, deadlines, retention terms, and financial obligations from contracts.
• Identify and flag missing signatures, insurance docs, licenses, and lien waivers.
• Monitor vendor compliance with insurance, safety, and regulatory requirements.
• Automate contract comparison and version tracking.

Mailroom & Site Document Automation

• Capture documents from site offices or scanned physical paperwork (e.g., timesheets, delivery dockets).
• Classify and route to relevant systems or teams.
• Enable seamless communication between project sites and back-office finance or HR.

Shipping, Delivery & BoL Document Handling

• Extract details from bills of lading, packing slips, and delivery tickets.
• Match with material orders and invoices.
• Confirm on-site deliveries and trigger payment approvals.

Bank Statement & Payment Reconciliation

• Extract transaction data from scanned or PDF bank statements.
• Match with project-based invoice payments or contractor disbursements.
• Flag mismatches and simplify reconciliation for multi-account operations.