AI team · 05 / 07
Emma checks the job costs.
Emma · Chief Finance & Accounting
Emma covers job costing, QuickBooks reconciliation reviews, payroll verification, accounts payable and receivable, invoice tracking and cash-flow reporting.
What she covers
- Keeps job costing for each project
- Reviews reconciliations against the books
- Verifies payroll
- Tracks invoices, payables and receivables
- Prepares cash-flow reports
- Recommends — a person with authority approves and posts
"She reviews and recommends. She does not post transactions or change accounting records without authorization."
Her states
ReviewingNeeds approvalVerified
Nothing is posted until a person with authority approves it. Your accountant or CPA reviews payroll and the books. QuickBooks is not connected.
Her part of the workspace — reconciliation review
Sample layout
Reconciliation review
MatchedEntries that agree with the record
—Needs a job assignedEntries with no job yet
—Duplicate riskHeld for a person to decide
Needs approvalCheckpoint: Emma reviews → Emma recommends → Sara logs it → a person with authority approves → an approved person posts
No figures shown. Emma never posts or edits records without authorization.
The rest of the team
Seven agents. One team.
Sara Cooper
Chief Operations & AI Team Leader
Meet Sara →Amanda
Head of Marketing, Creative Production & Sales Research
Meet Amanda →Kyle
Head of Architecture & 7D Design
Meet Kyle →Taylor
Chief Estimator & Preconstruction
Meet Taylor →Richard
Contracts & Legal
Meet Richard →Adam
AI CTO, Software Engineering & Cybersecurity
Meet Adam →Start here
Book a project review.
Bring one project. We'll show you what the crew would do with it.
Not sure where to start? Two quick questions, then your details.
30-minute Project Review with a real person.
Fill in the short form on the booking page and we reply the same business day to set a time. Prefer to talk? Call 646-281-8368.
Fill in the short form on the booking page and we reply the same business day to set a time. Prefer to talk? Call 646-281-8368.