Part of our Finance & Accounting agents
AI agents for finance teams in construction
Actionist is an AI automation tool whose agents operate the apps your construction finance team uses, from chasing sub invoices by hand to an agent raising the progress bill the day a milestone signs off.
Construction finance teams get back the hours lost to billing, chasing, and reconciling.
AI Employees for Construction 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
- Progress billing sent on milestoneThe pay application goes out the day a stage signs off, with retention deducted correctly, not days later.
- Overdue payments chased, not forgottenEvery progress invoice is watched against its terms, and the chase starts the day it goes overdue.
- Sub invoices checked before they're paidEvery sub invoice is matched to the agreed scope and rate, and the lien waiver is chased before release.
- Retention tracked to its release dateWhat's held against every sub and every job is tracked, and release is chased the day it's earned.
- The cost plan stays current, job by jobCommitted and actual costs update as POs and invoices land, so a drifting job gets flagged early.
- Built around your finance stackThese are examples of what a construction finance agent can do. Build a custom agent for your own process.
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 Construction Finance team's day.
Where the hours go
The progress invoice sits half-finished for days after a milestone signs off, because calculating the correct retention deduction and formatting the pay application is admin nobody schedules time for on a busy week.
An agent raises the progress invoice the day a stage is signed off, applies the correct retention deduction automatically, and queues it for your approval so the bill goes out the same week the milestone actually completes.
A sub invoice sits waiting for payment because nobody has checked whether the lien waiver actually came back, and by the time someone notices, the payment run has already slipped a week.
An agent checks every sub invoice against the agreed scope and rate, confirms the lien waiver is on file, and flags anything missing so a payment run never stalls on paperwork nobody chased.
Retention held against a dozen subs across three jobs is tracked in someone's memory, so a sub who earned their release two months ago is still waiting because nobody's job is to remember and check.
An agent tracks retention held against every sub and every job, checks it against the release condition on a schedule, and flags the moment a sub has actually earned their release.
The cost plan is built from a spreadsheet nobody trusts, because updating committed and actual costs as purchase orders and invoices land across five active jobs is a task that always falls a week behind.
An agent updates committed and actual costs as purchase orders and invoices arrive, and flags any job whose cost-to-complete has drifted from budget before the drift becomes a real problem.
Actionist Will Automate
What one automation looks like
A week with your Construction Finance agents
Some of the apps for your Construction Finance team
Some of the construction finance 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
- Finance90 min / weekRaising the progress invoice after a milestone
Someone calculates the retention deduction by hand and formats the pay application days after the milestone actually signed off, because it always loses out to whatever's more urgent that week.
Finance Agent0 minAgent drafts the invoice the day the milestone completesAn agent checks for completed milestones each morning, applies the correct retention deduction, and drafts the progress invoice the same day, queued for your approval before it sends.
- Finance100 min / weekChasing overdue client payments
Someone scans the AR ageing, decides who needs a nudge, and writes an individual follow-up for each overdue account, usually well after the invoice has already gone stale.
Finance Agent0 minAgent chases the day an invoice goes overdueAn agent checks the AR ageing every morning, drafts a graded follow-up the day an invoice crosses its terms, and logs every chase so nothing is forgotten or repeated.
- Finance70 min / weekChasing lien waivers before a payment run
Nobody checks whether a sub's signed waiver has come back until the payment batch is being assembled, and then the whole run waits on paperwork that could have been requested days earlier.
Finance Agent0 minAgent chases waivers days ahead of the runAn agent checks every invoice queued for the payment run daily, requests any missing waiver as soon as it's noticed, and holds the payment out until the document is on file.
- Finance60 min / weekTracking when retention is owed for release
What's held against each sub across several jobs lives in someone's memory, so a sub who earned their release months ago is still waiting because nobody's job is to check.
Finance Agent0 minAgent flags a release the day it's earnedAn agent tracks retention held against every sub and job, checks the release condition on a schedule, and flags the moment a sub has genuinely earned their release.
- Finance120 min / weekKeeping the cost plan current across active jobs
Committed and actual costs get updated in a spreadsheet nobody fully trusts, rebuilt from scratch once a month instead of reflecting what's actually happened on each job.
Finance Agent0 minAgent updates the cost plan as invoices landAn agent updates committed and actual costs as purchase orders and invoices arrive, and flags any job whose cost-to-complete has drifted from budget before it becomes a real problem.
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: ~6 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 touching your billing, your subs' payments, and your cash position only earns trust if you stay in control. Actionist is built so you see everything it touched, approve anything that reaches a client or a bank, and own every record it creates.
A progress invoice, a payment chase, or a client-facing dispute response is drafted first and queued for your sign-off. Nothing goes to a client on its own unless you widen that autonomy yourself.
A sub or supplier payment batch is compiled and checked, but the actual release stays a step you or your accounts lead confirms. The agent prepares the run, it does not push money.
Every invoice drafted, every retention deduction applied, and every reconciled transaction is logged in a timestamped record, so you can always see exactly what changed, when, and why.
Contract values, client details, and bank data are encrypted and never used to train any model. Self-host on a VPS if everything needs to stay on your own infrastructure.
More Construction teams
Frequently asked questions
Does my construction finance team need to be technical to use Actionist?
How do I get started with a finance agent for our jobs?
How do I make customised AI agents for how our accounts actually run?
How quickly can I set a construction finance agent up?
Where does our billing, client, and bank data live, and is it used to train AI models?
How does an agent work with our accounting software if it doesn't have a full API?
Will it send an invoice or a payment without me seeing it first?
Can it keep the cost plan and cashflow forecast accurate when three jobs are running at once?
How does an agent handle lien waivers and retention rules that vary by state or contract?
See an agent draft your next progress invoice and chase an overdue payment
Book a free demo and watch an Actionist agent draft a progress invoice with retention applied, chase an overdue client payment, and check a sub invoice against scope, end to end.