Stop losing cash to stale AR,
dirty ERP data, and margin surprises.
Jake audits the mess, cleans the data, and proves ROI on your real books before you commit to the platform.
Collections follow-ups sent. Job margins monitored. Close cycle cut in half. Jake handles the financial operations your team is currently doing manually — so they don't have to.
Jake — built by construction CFOs, for construction CFOs
The problem usually isn't your people.
It's the data they're working from.
Most construction finance teams are reasonably skilled. But they're running on ERP data that hasn't been reconciled since the last audit, AR aging reports that are 3 days stale, and job cost reports that don't match the PM system. The result is reactive finance: cleaning up problems instead of preventing them.
AR aging is already stale
The report hits the PM's desk 2–3 days after close. By then, the follow-up window is smaller and the excuses are ready.
Job cost doesn't tie to the PM system
ERP says one number. The project manager's spreadsheet says another. Nobody reconciles until month-end — and by then, the damage is done.
AIA billing runs on memory and manual pulls
Stored value, retainage, change orders — all assembled from scratch each billing cycle. One missed line is a lien or a delayed draw.
Month-end close takes 9–12 days
Because the data isn't clean going in. The close isn't slow — the cleanup is slow. Jake fixes the data before the close starts.
Cash position is estimated, not calculated
AR collections projections built on gut feel. AP timing guessed from past patterns. The 13-week forecast is an approximation of an approximation.
ERP has years of data rot
Duplicate vendors. Mismatched GL codes. Orphaned journal entries from the last system migration. Every report built on top of it inherits the noise.
Jake doesn't just surface these problems. It fixes the data first, then runs the workflows on clean numbers.
Inspect. Repair. Prove.
Then scale.
Most construction companies can't use AI because their data is a mess. We fix that first. Then we prove it works on your numbers. Then we hand you the platform.
Free AI Readiness Diagnostic
We analyze your ERP and financial data and deliver an honest report: data quality score, reconciliation gaps, duplication problems, sync latency. You see exactly what's broken — before spending a dollar.
- Data quality score (0–100)
- GL & AR integrity check
- Vendor/customer duplication scan
- AI Readiness Score report
Data Rehab
We normalize your ERP, close the gaps, clean the duplicates, and patch the reconciliation issues. You get a database you own — AI-ready and usable anywhere. Starting at $5k. We invoice on delivery — not kickoff.
- ERP normalization (BC, SQL Server, Sage)
- Reconciliation gap closure
- Database you own — use with any AI
- AI-ready certification
1-Week Agent Trial on Your Data
Once the data is clean, we run a 7-day guided trial on your real numbers — AR collections, cash position, anomaly detection, and close acceleration. You see what AI actually does before committing.
- AR & cash agents on your books
- Anomaly detection on your GL
- Close acceleration on your trial balance
- AI-narrated daily summary
Full 18-Agent Platform
After the trial you choose your pack. Every tier runs on your clean data layer with full trust governance, SOC 2–aligned controls, and live ERP sync. No spreadsheets. No surprises.
- Monitoring, Operational, or CFO Intelligence pack
- All 18 agents coordinated by CFO Manager
- Trust layer + full audit trail
- $3k–$15k/mo based on scope
Key rule: We don't invoice Data Rehab until your quality gates pass and your data is documented AI-ready. No clean data, no invoice.
Five workflows that change the numbers
in the first 30 days.
Start with these five. Each one runs on your clean data, produces a visible output, and links to the next problem downstream.
AR Collections
Turn aging invoices into collected cash.
AP Orchestrator
7-step P2P pipeline. Zero manual touchpoints.
AP Assistant
OCR meets LLM. Every invoice, extracted perfectly.
Job Costing
ML-powered margin intelligence for every project.
Anomaly Detection
48 rules watching every transaction, 24/7.
What Jake actually does
while you're running the business.
Not reports. Not dashboards. Decisions already made, issues already flagged, follow-ups already sent.
AR follow-up sent
Jake identified 3 invoices past 45 days for Thornton GC and sent a payment reminder with the invoice attached. No one on your team touched it.
Margin alert
Job #4471 (Westside Office Build) crossed below 8% gross margin. Jake flagged it, explained why (labor overrun in electrical), and suggested a change order.
Lien deadline
A preliminary notice deadline for Mesa County project expires in 6 days. Jake created the notice draft and queued it for your review.
Anomaly detected
AP invoice from Acme Supply is 31% above their 90-day average. Jake held it for approval and flagged the line item.
Cash position updated
Jake updated your 30-day cash forecast based on today's collections and upcoming draws. $340K expected by Friday.
Close prep
Jake reconciled 94% of GL entries automatically. 3 items flagged for human review. Month-end is 2 days away and you're already mostly done.
Every one of these happened without a single person on your team initiating it.
Don't take our word for it.
Look at the output.
Four deliverables. All redacted. All real. This is what you get before you commit to anything.
Sample coming soon
AI Readiness Diagnostic
A scored report — data quality, AR integrity, GL gaps, ERP anomalies. You see exactly what's broken before spending a dollar.
Sample coming soon
Before / After: Reconciliation
Side-by-side of your GL vs. AR vs. bank before Data Rehab, and the clean version after. Every gap closed and documented.
Sample coming soon
Trial Daily Summary
What Jake actually did on Day 4 of a real 1-week trial — follow-ups sent, anomalies flagged, cash position updated. No dashboards. Just actions.
Sample coming soon
Quality Gate Snapshot
The 27-point checklist Jake runs before any agent goes live on your data. Every gate must pass before the first workflow fires.
One call. One export. You see the score before you spend anything.
“We built Jake because we kept watching construction companies pay for dashboards that didn't change the numbers. The problem was never reporting. It was dirty data, late AR follow-up, and close cycles that ate two weeks every month. Jake fixes those three things first — before anything else.”
Steve Pilcher
Founder — Former construction CFO and finance operator
This isn't for everyone.
Here's who it is — and isn't — for.
Good fit
- You run $10M–$500M in revenue with a real finance function
- You have an ERP or accounting system with actual data in it
- Your team spends real hours on manual reconciliation, collections, or close
- You want AI to take action, not just show you charts
- You're tired of being surprised by cash shortfalls, margin slippage, or overdue AR
Not a fit
- You're pre-revenue or under $3M with no ERP or accounting system
- You want a reporting dashboard or BI tool, not automation
- You prioritize upfront cost over measurable ROI
- You don't have a finance person who can act on what Jake surfaces
- You want to experiment with AI concepts rather than run it in production
If you recognized yourself in the left column, we should talk.
Schedule a 30-Minute DemoClean data is the product.
The agents are what you do with it.
Data Rehab normalizes your ERP, closes GL gaps, deduplicates vendors, and reconciles your AR, AP, and bank — all documented and delivered as a clean database you own. Starts at $5k. We invoice on delivery, not kickoff.
Up and running in days.
Not months.
We've seen too many “implementations” become 6-month IT projects. Jake is different. Here's how it actually goes.
We connect to your systems
We map to your existing ERP, accounting software, or bank feeds. QuickBooks, Sage, Procore, Vista — we've done it. You don't move data. We come to it.
Agents are configured to your business
We set your collections thresholds, margin targets, approval rules, and lien state requirements. Jake learns your business before he starts acting on it.
Jake starts working
Collections follow-ups go out. Alerts start firing. Your team stops doing the manual work. You start seeing what was always happening — you just couldn't see it.
Most clients see their first Jake-generated action on day 4. Average time to first recovered dollar: 11 days.
CFOs don't give testimonials
unless the numbers are real.
Anonymized clients. Real metrics. Every quote below came from a construction finance leader using Jake on their live books.
We cut our month-end close from 8 days to 2.5. The Close agent does in hours what took my team a week of spreadsheet hell. My board noticed the difference immediately.
AR Collections recovered $2.1M in overdue receivables in 90 days — without a single awkward phone call. The risk scoring is eerily accurate. We triaged 340 invoices in our first week.
Job costing was a disaster before Jake. Now I see real-time margin on every active job and catch overruns before they become change-order fights. My PMs actually trust the numbers.
We went from guessing cash position in a spreadsheet to a live 13-week forecast that updates daily. I haven't touched the line-of-credit calculator since February.
Anomaly Detection flagged a $184K duplicate vendor payment three hours after it posted. Our old process wouldn't have caught it until month-end reconciliation. Jake paid for itself that day.
Data Rehab cleaned 14 months of ERP mess in 3 weeks. Duplicates, orphan records, GL mismatches — all gone. We finally trust the numbers enough to let AI touch them.
$2.1M Recovered in 90 Days
90-day engagement · 5 agents deployed on live ERP data
We thought we'd see results in six months. Jake flagged $184K in duplicate payments the first week and recovered $2.1M in stale receivables by day 90. My board asked me why we didn't do this two years ago.
Want to see what Jake finds in your books? The diagnostic is free.
Schedule Free DiagnosticSee live demo
Stop chasing
your own financials.
Start with the free diagnostic. One call, one data export — we'll show you exactly what's broken and what AI can do about it. No commitment. No credit card. No consultant-speak.
Free diagnostic · No credit card · No 6-month onboarding