AI Workflow Automation for Construction

Revenue Institute integrates with the platforms mid-market GCs and subcontractors already run - Procore for project management, Sage 300 CRE and Viewpoint Vista for accounting, Textura and GCPay for subcontractor payment management, and DocuSign or Adobe Sign for executed documents. The integrations are built around real construction data objects: subcontractor records, submittal logs, RFI registers, change order logs, and AIA-format pay applications. We do not require firms to replace their existing stack - the automation layer sits on top of what is already in place.

The system monitors COI expiration dates and coverage limits for every active subcontractor on every project, comparing them against the insurance requirements specified in each subcontract. When a certificate is approaching expiration or a coverage limit falls below the required threshold, the system automatically contacts the sub's designated contact, notifies the Project Executive, and flags the record in Procore so the sub cannot be approved for additional work scopes until the updated certificate is received and validated. This removes the manual calendar-watching that typically falls to a project administrator or preconstruction coordinator.

Yes. The system tracks conditional and unconditional lien waiver requirements by payment tier - first-tier subcontractors, lower-tier subs, and material suppliers - and automatically sends waiver requests timed to the payment cycle. It monitors receipt and execution status, holds pay application processing for any tier where waivers are outstanding, and gives the Controller a real-time compliance view before the G702 package is assembled. For GCs managing multiple active projects, this replaces a month-end scramble with a continuous compliance queue.

The system handles the collection and normalization of prequalification data - EMR history, bonding capacity, financial statements, insurance certificates, references - from whatever format each sub submits, and presents a structured comparison to the Preconstruction Manager rather than a pile of PDFs. It flags subs that fall below defined thresholds on any criterion and routes exceptions for human review. The Preconstruction Manager still makes the approval decision; the automation removes the hours spent organizing and chasing the inputs that decision requires.

When a change order moves to approved status - whether through Procore's change management module or a connected owner portal - the system can trigger an update to the relevant line items in the Schedule of Values and notify the Controller that the G703 continuation sheet needs to reflect the revised contract value. It also logs the change order against the original subcontract in the accounting system so that committed cost reports stay current without manual entry. This closes the gap between what the project team has agreed to in the field and what finance sees in the job cost ledger.

Specialty trades and subcontractors have their own version of the same problem - they are on the receiving end of GC prequalification requests, submittal review cycles, and lien waiver demands, while also managing their own lower-tier sub and supplier compliance. Revenue Institute builds automation for both sides: a mechanical or electrical sub can automate their own COI collection from sub-tier vendors, track submittal status with the GC, and manage their own pay application cycle against the GC's Textura or GCPay portal. The specific workflows differ from a GC's, but the underlying document and approval management problems are structurally similar.