Part of our Finance & Accounting agents
AI agents for finance teams in architecture firms
Actionist is an AI automation tool whose agents operate the apps your architecture practice's finance team already uses, from rebuilding fee burn in a spreadsheet each Friday to a report that is ready by Monday.
Practice finance leads get back the hours lost to timesheet chasing, stage invoicing, and fee-burn spreadsheets.
AI Employees for Architecture Firms Finance in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Fee burn you can see mid-stageHours against each work stage budget stay current, so an overrun shows on Wednesday, not at the stage invoice.
- Stage invoices that go out on sign-offThe invoice is drafted from the fee schedule the day the milestone is agreed, then waits for your approval.
- Timesheets complete before cutoffLate desks are nudged on Thursday, so Friday's utilisation figure is built on full data.
- Debt that is chased in the right orderEvery overdue invoice is ranked and a graded reminder is drafted for your approval, never sent unseen.
- Sub-consultant bills matched to the budgetStructural, M&E, and QS invoices are checked against the appointed fee before they reach payment.
- A month-end pack your accountant can useReconciled payments, WIP, and VAT workings are ready for review, not hunted down on the last day.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Architecture Firms Finance team's day.
Where the hours go
Timesheets arrive late and half-coded, so utilisation and fee burn are always built on the data that was chased in on Friday afternoon.
An agent chases each desk on Thursday, checks entries against project and work stage codes, and builds the burn sheet only once the hours are clean.
Nobody sees a work stage running over fee until the invoice is due, by which point the hours are already spent and the conversation with the client is awkward.
An agent compares hours with each stage budget during the week and drafts a warning for the project lead, so the overrun conversation happens early.
Stage invoices wait behind a project lead's sign-off message, so the milestone is hit in March and the invoice goes out in April.
An agent drafts the invoice from the fee schedule the day the lead confirms the stage, and queues it for your approval with the right reference and VAT.
The aged-debt list is a spreadsheet someone opens when cash is tight, and chasing happens in a rush with the loudest client first, not the largest balance.
An agent ranks overdue invoices by amount and age, drafts graded reminders for your approval, and keeps the debt log current without a weekly sweep.
Actionist Will Automate
What one automation looks like
A week with your Architecture Firms Finance agents
Some of the apps for your Architecture Firms Finance team
Some of the finance and timekeeping apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Timesheets100 min / weekChasing late hours on Friday afternoon
A finance lead messages each desk in turn, then checks entries one by one for the wrong work stage code, just before the burn report is due.
Timesheets Agent0 minAgent chases on Thursday and checks the codesAn agent drafts nudges for approval, flags miscoded hours, and leaves the burn sheet built on clean entries by Friday morning.
- Fee burn150 min / weekRebuilding the fee-burn sheet by hand
Hours are copied from the timesheet export into one tab per project, then compared with each stage budget with a calculator and a coffee.
Fee burn Agent0 minAgent refreshes burn daily and warns at 80 percentAn agent adds each day's hours to the tracker, sets them against the stage fee, and drafts an overrun note when a job runs ahead of programme.
- Stage invoicing75 min / weekWaiting for a lead's message to raise the invoice
The milestone is agreed in March, the project lead tells finance in April, and the invoice is built from a copy of the last one.
Stage invoicing Agent0 minAgent drafts the invoice on sign-offAn agent builds the stage invoice from the signed fee proposal when the lead confirms, with the right VAT and PO, and queues it for approval.
- Aged debt90 min / weekChasing whoever shouted loudest
Overdue invoices are chased in a rush when cash is tight, and the biggest balance may be the one nobody has written to for six weeks.
Aged debt Agent0 minAgent ranks debt and drafts graded remindersAn agent ranks balances by amount and age, drafts reminders suited to each client, and holds every one for your approval before it goes.
- Sub-consultants60 min / weekChecking each consultant invoice by eye
Structural, M&E, and QS invoices arrive by email and are compared with the appointed fee from memory or an old PDF.
Sub-consultants Agent0 minAgent logs each invoice against the appointed feeAn agent reads each invoice, codes it to the project, compares it with the agreed fee, and flags any figure above it before it reaches a payment run.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent working inside your fee, invoice, and payment records only earns trust if you stay in control. Actionist is built so you see everything it touched, approve anything that reaches a client or moves money, and own every record it writes.
Invoices, payment reminders, and remittance requests are drafted and queued first. Nothing reaches a client, developer, or housing association on its own unless you widen that autonomy yourself.
The agent prepares the payment run and ranks the debt. A partner releases payments, grants credit, agrees write-offs, and decides VAT treatment, and the agent never moves money.
Each hour it recoded, invoice it drafted, and receipt it matched is recorded with a timestamp, so a partner or auditor can see what changed and why.
Fee schedules, rates, and client balances are encrypted and not used to train any model. Self-host on your own server if the practice needs everything on its own infrastructure.
More Architecture Firms teams
Frequently asked questions
Does the finance team at my architecture practice need to be technical to use Actionist?
How do I get started with a finance agent for my practice?
How do I make customised AI agents for the way our practice bills?
How quickly can I set a finance agent up for an architecture firm?
Where do our fee schedules, rates, and client balances live, and are they used to train AI models?
How can an agent work with QuickBooks, Xero, or a timekeeping tool that has no usable API?
Will the agent email a client about an unpaid invoice without me seeing it first?
Can the agent cope with year-end and the end of the financial quarter, when everything lands at once?
Could an agent post something wrong into our accounts?
See an agent build a stage invoice and a fee-burn report for your practice
Book a free demo and watch an Actionist agent chase a timesheet, compare hours with a work stage fee, and draft a stage invoice for your approval, end to end.