AI for Finance
From job close to cash, without
the chase
OpsAI works inside your invoicing, purchasing, and reporting workflows, writing summaries, surfacing what needs attention, and keeping billing in sync with the field.
Trusted by 1,500+ commercial contractors across North America
Less Chasing, Faster Close
Your back office works less. Your cash moves faster
Invoices that land clean
OpsAI reads job notes and builds a summary that customers understand, so bills and project milestones get approved, not disputed.
Payments matched in bulk
Drop in a remittance file. OpsAI matches payments to open invoices across multiple lines in minutes.
PO entry without typing
Snap a PO or vendor bill. OpsAI extracts vendor, date, and line items and fills the record before the truck rolls.
AI That Clears the Backlog
Built for controllers, not consultants
When billing is unclear, cash stalls. When POs live in a truck cab or a job site trailer, job costs drift. OpsAI handles the data entry, matching, and formatting that slow your finance team down so the money follows the work.
Invoice Summary Generation
Once a job wraps or a project milestone hits, OpsAI reads the field notes and builds the invoice summary. You review, adjust if needed, and send without starting from a blank page or calling the field.
Bulk Payment Recognition
Drop in a remittance sheet. OpsAI matches each invoice and applies amounts in bulk. An afternoon's work, done in minutes.
PO & Bill Recognition
Snap a receipt or PO on-site. OpsAI reads vendor, date, and line items. No receipts lost in the truck. Job costs reflect what was actually spent.
From the Job to the Ledger
One financial truth for every team
"Invoices used to sit for days waiting for someone to write the summary. Now OpsAI drafts it the moment the job closes."
Invoices go out the same day the work is done — not two weeks later.
"Bulk payment posting used to take all afternoon. Now I drop the file in and OpsAI matches everything in one pass."
Cleaner AR, fewer misapplied funds, faster reconciliation.
"We stopped chasing paperwork. Now we close the books, not the gaps."
Billing data that ties field work to financial truth that's updated as the work is done.
Proven Results
Real-world impact for commercial leaders
"We've seen an increase in day-to-day operations efficiencies that's going to add up to significant savings in time and energy over the course of a year."
"If we didn't have BuildOps and the additional cyber security they give our company, we would be dead in the water."
"The ability to produce reports either on an individual job basis, a quarterly basis, or a project basis is something we'd never seen before in other software that we've used."
"We've cut down in our receivables from about 120 days to 30 days on average."
"Before we knew it, we were seeing quicker turnaround times on job closeout and a huge improvement in the time it took for quotes to be accepted by our customers."
"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."
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"BuildOps gave us an all‑in‑one system for both service and projects. Once we saw that, it was a no‑brainer."
"With the integration of BuildOps and Sage Intacct, our accounting system, we've been able to speed up the time it takes for us to bill customers."
"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."
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"Sometimes systems promise you the moon, then you use them and see the weaknesses. It's been the exact opposite with BuildOps. Everything we wanted it to do, it could do."
"We used to be two weeks behind on job costing. Now we're up to date daily."
What makes BuildOps different
Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.
Commercial work isn't an add‑on
Most platforms started in residential and stretched to fit. BuildOps starts with the complexity of commercial work.
Run the work in one connected system
Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.
OpsAI is built in, not bolted on
OpsAI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.
Beyond the Back Office
Your financial data powers every
workflow
When an invoice clears, that signal doesn't stop at the ledger. It updates job profitability, informs dispatch priorities, and surfaces pull-through opportunities for the field. See how OpsAI acts on it.
OpsAI features
Common Questions
Your questions on
finance AI, answered
How does OpsAI for Finance reduce the time between job close and getting paid?
OpsAI generates an invoice summary at job close or project milestone, not days later. Combined with automatic PO capture and bulk payment matching, your team reviews and sends. OpsAI minimizes the gap between getting work done and the time you get paid for it.
How does Invoice Summary Generation work in OpsAI?
Once a job wraps or a project milestone closes, OpsAI reads the visit notes and builds a clear, customer-ready summary. You review, adjust anything that's off, and send. No need to start from scratch or call the field to reconstruct what happened.
How does Bulk Payment Recognition handle multi-invoice remittances using OpsAI?
In BuildOps, you can drop in a remittance file from a customer paying multiple invoices at once. OpsAI reads the file, matches each line to the right open invoice, and applies amounts in bulk. Fewer misapplied payments, cleaner AR.
How does OpsAI PO & Bill Recognition reduce data entry?
In BuildOps, a technician or office staff snaps a photo of any PO, receipt, or vendor bill. OpsAI extracts the vendor, date, and line items, and then fills the record. No receipts lost in a truck cab or job site trailer. Job costs reflect what was actually spent.
How does OpsAI improve reporting for Finance team members?
OpsAI surfaces patterns your team would otherwise have to dig for: overdue invoices, upsell signals, productivity gaps, and job data that feeds cost tracking and reporting. Instead of spending time sorting through data, your team acts on what OpsAI already surfaced.
Can OpsAI for Finance work alongside OpsAI for Field, Service, and Sales?
Yes, that is how OpsAI is built. Won deals from sales turn into jobs. Field visit notes feed invoice generation. Job data from service or project work informs billing. Payment matching closes the loop on AR. One intelligence layer, one source of truth across every workflow.
How does OpsAI for Finance help businesses scale without adding headcount?
OpsAI handles the busywork across service, projects, and finance including dispatch, notes, data entry, and invoicing, so your team runs more work without growing back-office overhead. The more data flows through, the smarter it gets.
Is the platform's AI (OpsAI) ready for use now?
Yes. BuildOps already has AI solutions available today across the full workflow, supporting teams from the field to the office with solutions like Smart Dispatch, Smart Recap, Purchasing Document Scanner, Revenue Finder and more.