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How it works

  1. intake

    Agents pick up work from email, Slack or shared drives.

    • Inboxes, bank feeds and records are watched continuously.
    A project's recently added documents, each typed as a positions report, org chart, GMP, RFI, RFI answer or vendor invoice
    fig. 01 — Recently added documentsillustrative data
  2. processing

    Always-on agents read every document.

    • Records, budgets and communications are cross-referenced.
    Findings from checking a project's books: statements that do not tie to the QBO ledger, purchase lines with no bank match, capital activity that diverges from AppFolio
    fig. 02 — Books cross-checkedillustrative data
  3. outputs

    Documents are filed into data rooms.

    • Signature packages are prepared and sent.
    • RFIs and change orders are drafted from the source document.
    • Checklists chase the recipient, not you.
    A published capital statement with its eighteen output files
    fig. 03 — A published capital statementillustrative data
  4. proposals

    Payables and transactions are coded before anyone opens them.

    • Clear cases go to accounting, unclear to the deal team.
    • Once approved, work is booked and filed.
    Payables split into pay now, PO approved, and a review backlog, each with vendor, invoice, entity, due date and pay status
    fig. 04 — Payables to pay and to reviewillustrative data
  5. history

    Every change keeps what it replaced.

    • Every number keeps its source.
    • Numbers tie out across every system.
    A positions report's second revision, published, above the first, superseded
    fig. 05 — A report's revisions, both keptillustrative data

principles

  • Finished work

    Deliver usable results, not suggestions that leave you doing the task.

  • Shared context

    Carry facts and decisions across funding, building, and booking work.

  • Focused attention

    Handle routine work within the authority you delegate. Bring you exceptions and consequential commitments for approval.

  • Verifiable results

    Make consequential claims and actions easy to check.