Excel is the glue
Accounting, field, estimating, and scheduling each hold part of the job. Someone rebuilds the WIP by hand every month and leadership sees it stale.
Construction // AI for general contractors
AI for general contractors: one job P&L across accounting, field, and estimating.
How a mid-size general contractor uses AI: connect Sage or Procore to accounting for one job P&L, catch change orders and sub pay apps before they slip, and stop rebuilding the WIP in Excel. Omadli Group, Boston.
Works on Procore, Sage, QuickBooks, BuildOps, Excel. Nothing gets replaced.
How does a general contractor use AI in the back office?
A general contractor uses AI in the back office by connecting the systems that already hold the job (Procore or BuildOps for the field, Sage or QuickBooks for accounting, Salesforce or HubSpot for bids) into one job P&L, then putting an agent on that data to flag what drifted. Omadli Group builds that layer for general contractors from about $1M in revenue up. The dashboard shows estimate versus actual by job and cost code, work in progress with over and under billings, unsigned change orders, and cash position, refreshed on a schedule instead of rebuilt at month-end. An AI Site Superintendent reads the same data around the clock and names the project manager, controller, or owner who should act this week. On one contractor's open jobs the first pass found $1,055,524 of spending with no budget line behind it. Every build starts with a $5,000 Automation Blueprint and reads existing systems read-only.
AI for a general contractor, at a glance
| Systems joined | Procore, BuildOps, Sage 100/300 CRE, Sage Intacct, QuickBooks, Salesforce, HubSpot, Microsoft 365, isolved. |
|---|---|
| What you see weekly | Job P&L, estimate vs actual by cost code, WIP and over/under billings, unsigned change orders, cash. |
| What gets flagged | Labor over plan, completed work not billed, change order pressure, sub pay apps waiting. |
| Phones and documents | Vickie answers and books; Farmon answers from subcontracts, submittals, and SOPs. |
| Time to live | About 18 days to a dashboard, measured average. |
| Starts with | Automation Blueprint, from $5,000 per scope. |
The problem
What goes wrong in a GC office today.
Change orders outrun the paper
Scope moved, the paperwork did not, and cash and scope drift while the job is still open.
Two reports disagree
Procore and Sage do not match on committed costs. "Does this look right" is the review before it goes to the bank.
Three uses
What AI does for general contractors, in order of payoff.
01
One job P&L
Procore or BuildOps job data joined to Sage or QuickBooks costs, reconciled to closed jobs before anyone sees it.
02
WIP that builds itself
Over and under billings and estimate to actual on a schedule, delivered to email, Teams, or a dashboard.
03
Agent on the job
An AI Site Superintendent flags the job, the risk, and the person who should act, while the job is still recoverable.
Your software
Which systems does this connect to for general contractors?
Each one has its own page: what we pull, three automations, and how write-back works.
| Software | What it holds | Details |
|---|---|---|
| Procore | Project management for general and specialty contractors: budgets, commitments, change orders, RFIs, daily logs. | Procore with Omadli |
| Sage | Sage 100 Contractor, Sage 300 CRE, and Sage Intacct Construction: construction accounting, job cost, payroll. | Sage with Omadli |
| QuickBooks | QuickBooks Online and Desktop: accounting for smaller contractors, often with job costing done in classes or in Excel. | QuickBooks with Omadli |
| BuildOps | Service and project management for commercial HVAC, plumbing, electrical, and mechanical contractors: dispatch, service agreements, quotes, job costs. | BuildOps with Omadli |
| Excel | The spreadsheet that glues construction accounting, field, and estimating together in most offices, rebuilt by hand every week. | Excel with Omadli |
What the work finds
One proof point.
On one construction company's open jobs, the first pass identified $1,055,524 of spending with no budget line behind it, 15.4% of all cost dollars, and $124,096 of completed work the company was financing itself across 12 of 121 jobs. Amounts identified, not recovered.
Questions GC owners ask
Straight answers.
Put the agent on the data you already have. Omadli joins Procore or BuildOps records to accounting so unsigned change orders, open RFIs, and sub pay apps show up on one weekly view with the person who owns each one. The agent flags what moved; a human approves anything that posts to a system of record.
AI does not fix the mismatch; a reconciled data layer does. Omadli pulls both, normalizes jobs and cost codes, and shows where they disagree, then keeps them in view weekly so the gap never grows to month-end size again.
No. Omadli connects read-only to the systems you already run and builds on top of them. Nothing gets replaced, and your team keeps working where they work today.
A dashboard averages about 18 days from kickoff to live, measured across our builds. Vickie, the AI receptionist, goes live on your number in 22 days. The Automation Blueprint that comes first is priced from $5,000 per scope.
Omadli Group is based in Boston, Massachusetts, meets Greater Boston contractors in person, and delivers builds and agents remotely for contractors across the United States.
Where to start
Three ways in.
Other trades
Bring one job that lost money.
A 30-minute call with Zulfiya Forsythe, CPA. We look at how the numbers moved between your systems and tell you what to build first.