Industries / Construction
Construction accounting automation
Smart AI Bookkeeping automates the accounting work that slows down small construction companies: job costing, WIP schedules, progress billing, retainage and lien waiver tracking. Setup is a one-time $2,500. Tim O'Rourke has full construction job costing experience.
Book a Free CallWhere the time goes today
Job costing that lags the job
Costs have to be coded to the right job and phase as they come in. When that's done in a batch at month-end, nobody knows which jobs are making money until it's too late.
The WIP schedule
A work-in-progress schedule pulls together contract values, costs to date and billings to show over- and under-billing. Rebuilt by hand in a spreadsheet, it eats days every month.
Progress billing and retainage
Each pay application has to tie to the schedule of values, and retainage held by customers, and held from subs, has to be tracked until it's released.
Lien waivers
Collecting the right waivers from subs and suppliers before paying them is easy to miss when it lives in email.
What we automate
- Coding incoming bills and costs to jobs
- Building the monthly WIP schedule from your books
- Progress billing support and retainage tracking
- Lien waiver tracking before payments go out
- Month-end close and job profitability reports
The free call decides which of these fit your business. The automations run on Claude AI and are reviewed by a person.
Tim’s experience
- Full construction job costing experience: WIP schedules, progress billing, retainage and lien waivers.
- Ran his own accounting firm, Order Up Profits, for 10 years, with construction clients.
- MS in Accounting, DePaul University.
What it costs
Setup is a one-time $2,500 per business. Upkeep is optional and starts at $175/month for about an hour of upkeep a month. If you also want the bookkeeping done for you, that work starts at $175/month. See pricing.