Verification pending. This write-up describes what was built and how it works. It contains no performance figures, and it will be updated with measured results once they are verified.
Challenge
Supplier invoices for shingles, underlayment, flashing and dumpsters arrived by email all month. Material cost per job was a month-end reconstruction, which meant a money-losing job was discovered after it closed.
Existing workflow
Invoices sat in the inbox until someone had time to key them into the CRM, often against the wrong job, sometimes not at all.
What we built
An automation that reads supplier invoices as they arrive and attaches each one to the right job in the CRM, so material cost shows up on the job the week it’s incurred. Anything it can’t match with confidence goes to a person.
Human involvement
People resolve every exception and approve every payment. The automation never pays a bill or edits accounting records.
Result
Built and tested on Certified Contracting’s invoices; not currently running day to day. This case study will be updated with measured before-and-after data before it is marked verified.