Coexist with the tools you already use.
Your existing tools stay in the loop. And every value lands labeled ledger operational mirror ai-draft so you always know what's real.
Four pillars.
One opinionated core.
The kernel is opinionated by design. Status, IDs, lifecycle, audit, and approvals are not configurable — they are what you trust.
Procurement
01 / 04Indent → RFQ → PO → GRN → Invoice. Hard transition rules. Budget enforcement that blocks over-commit.
- Hard budget enforcementBlocks PO creation that exceeds project budget
- Quote comparisonAuto-rank vendors from competitive quotes
- Transition policy guardrailsCentral state machine for req / PO / GRN
- Revert-to-draft + audit reasonSafe reversal with full lineage
Inventory
02 / 04Immutable stock ledger with stock-lot lineage. Reconciliation that ties out to physical reality.
- Immutable stock ledgerTamper-proof transaction log per material
- Stock-lot lineageTrace every receipt to every issue
- Reconciliation + integrityDiagnostics surface drift before it compounds
- Multi-site transfersInter-warehouse moves with approval
Finance & Accounting
03 / 04Posted journals are immutable. GL, P&L, balance sheet, trial balance — same posted-ledger basis. Period-locks coming.
- Chart of accounts + manual journalsDraft → submit → approve → post
- Bank reconciliationStatement import + ledger matching
- Posted-journal immutabilityCorrections create lineage-linked entries
- AIA G702/G703Auto-generate pay application PDFs
Site Ops & Contractor
04 / 04Sub invoice intake, SOV matching, pay app generation. Work-order amendments preserved as history.
- Daily Labor ReportWorker-type breakdown per site
- Sub invoice processingAuto-match to SOV cost lines
- Work-order amendmentsVersioned scope changes
- Site material consumptionVariance vs plan, surfaced
AI drafts.
You approve.
Assistants summarize, classify, draft, and reconcile. They never silently finalize a journal or post a PO. Every suggestion is provenance-tagged.
Up and running
in two weeks.
Finance and procurement are live by week two; site ops and the AI layer follow at your pace. QuickBooks keeps running the whole way — we earn the transition.
