QS shows £X. Finance ledger shows £Y. Both work. Neither matches. The board chairs on data three weeks old.
Most teams run the CVR from spreadsheets that disagree with each other. WIP creeps up unseen; completed-not-invoiced work surfaces at year-end, when chasing it is harder. Invoice blockers get raised by the credit controller, months after they happened. The board hears the project is on margin, and finds out at completion it wasn’t.
Five stages run the close: reconcile first, decide last.
Click any stage to expand · inputs / outputs / time / human role
The Feed
Pull project, commercial, finance and operational data from source systems. Reconcile differences before close. Flag every discrepancy at WD-2.
- COLLAPSEThe Gauge
Calculate project-level margin: earned value, cost incurred, forecast at completion. Roll up to portfolio. Flag adverse variance against bid baseline.
+ EXPANDThe Drain
Build live WIP view by project, ageing band, category. Surface completed-not-invoiced. Categorise invoice blockers and assign resolution path.
+ EXPANDThe Shield
Reconcile variation pipeline across project and portfolio. Show agreed, submitted, in-preparation, anticipated values. Build deductions and disputes summary with defence position.
+ EXPANDThe Pulse
Build the monthly action pack: what changed, what’s at risk, what needs decision. Project-level commentary, portfolio-level summary. Recommended actions with owner and deadline.
+ EXPANDCompetent-person judgement and sign-off — a named person from your firm approves every document.
Pricing judgement — rates, margins and commercial positions are yours, never generated.
Every document carries a named approver from your firm. Nothing is issued unsigned.
Your documents stay confidential — processed by the team you deal with, never training data.
One finished close, open for inspection.
Illustrative scenario · modelled figures, not client dataA complete, audit-grade worked example of one monthly margin cycle. The ledger below is the timeline – timestamped from period close to board pack; the gauge is the instrument, firming as each stage lands; the snapshot is the document the steering committee opens.
Worked example — fictional project, real output formatThe full Monthly Margin Snapshot – one month’s margin position readout
The whole portfolio's margin, firmed to board-ready.
Illustrative model · worked-example margin, not a live portfolioScrub the close, WD-2 to WD-9. The needle is the reconciled forecast at completion, not a spreadsheet guess.
Fourteen Structured Deliverables. One reconciled dataset behind all of them.
One source of truth.
No surprises at year-end.
Illustrative model · targets, not measured client resultsReconciled at WD-2, margin position at WD-4, board pack at WD-9.
QS, finance ledger, project accounts reconciled before close. Differences flagged at WD-2.
Picture stays right all year. Year-end adjustments shrink because nothing was hiding.
Programme slippage, cost trajectory, variation exposure, weak entitlement, flagged in the early-warning register.
Reconciling QS valuations, the finance ledger and the variation pipeline into one margin position used to be the month’s most expensive spreadsheet exercise; AI just turned it into a governed workflow. The contractors who put their monthly close on that system first will be steering margin while their competitors are still arguing about whose number is right.
A margin problem found in week two costs a conversation; found at completion, it costs the margin.
Built with working FDs, commercial directors and senior QSs. Pilot results will be published named, or not at all.
The reconciliation is automated.
The forecast stays yours.
In monthly commercial reporting, the judgement calls are the product: the forecast position, stage of completion, what the CVR tells the board. The AI reads, reconciles and assembles across QS valuations, the finance ledger, WIP and the variation pipeline; every one of those calls stays with your FD, commercial director and senior QS.
Reads and reconciles project commercial, finance, valuation, operational and variation data from multiple sources
Surfaces variances between sources, when QS shows £X and the finance ledger shows £Y, the difference gets flagged
Calculates earned value and forecast at completion using consistent rules across the portfolio
Builds WIP views by project, ageing band, category and movement vs prior month
Identifies completed-not-invoiced work by cross-referencing certified vs invoiced position
Make commercial decisions, that stays with the QS / commercial director
Sign off the management accounts, that’s the finance director
Approve forecast positions, that’s the commercial director
Replace finance-team review of accruals, prepayments and provisions
Provide audit assurance, that’s for external auditors
BuiltAI is run by Dominic Hobson, who has spent his career in construction and M&E delivery — the packs exist because he needed them.
Send us the CVR the board quietly queried last month.
Thirty minutes. The CVR, the finance ledger position, your project accounts. We hand back a reconciled margin snapshot, WIP/CNI view and risk register, board-ready, source-traced, in the format your steering committee uses.
Priced as an annual licence by company size, plus usage credits — the pricing page explains the model. How the pack is priced →
You'll deal with Dominic Hobson, Founder, BuiltAI — not a sales team.
Under NDA if you want one. Your document is seen by the team that processes it, is never training data, and is deleted on request.