Build Flows

Owners and developers

Program visibility for owners, developers and owner's reps

An owner sees a program through the reports each contractor chooses to send, in each contractor's format. We bring budgets, commitments, pay applications and schedules into one model so the capital plan, cost and schedule status of every project come from the same refresh. Then we automate the review and reporting steps that still run on PDFs and spreadsheets.

The challenges we hear

  • Every contractor reports in a different format

    One GC sends a Procore export, another a PDF monthly report, a third an Excel workbook. Rolling them into a portfolio view means retyping numbers and reconciling definitions that do not match.

  • The capital plan lives apart from what is actually committed and spent

    Approved budgets and funding sit in the owner's capital plan or accounting system, while commitments, change orders and pay apps arrive from the field. Forecast at completion against the approved budget is rebuilt by hand each month.

  • Pay application review is manual and line by line

    Each G702/G703 is checked against the schedule of values, prior billings, approved change orders, stored materials and retainage. Errors and overbilling are easy to miss when the review is done in a PDF under a payment deadline.

  • Schedule risk surfaces late

    Contractors submit schedule updates as XER files or PDFs on their own cadence. Slipping milestones and a shrinking critical path are often noticed when a date is already missed, not when float starts to erode.

  • Board, lender and investor reports take days to assemble

    Program managers and owner's reps pull status, budget, contingency and risk from many projects into one deck. The same narrative is rewritten every cycle, and the numbers are already out of date when it is presented.

  • Contingency and change exposure are hard to see across the program

    Pending change orders, allowances and contingency drawdown are tracked per project in different logs. Leadership cannot easily see how much exposure is open across the portfolio before it becomes a budget revision.

What we build for you

Reporting and analytics
  • Program and portfolio dashboards on Fabric and Power BI

    A lakehouse that lands contractor submissions, the capital plan and schedule updates, with Power BI pages from program down to project and budget line, and a data-quality check before anything is published.

Workflow automation
  • Submission reminders, approvals and owner updates

    Reminders when contractor submissions are due or missing, routed pay app and change approvals, and recurring program updates assembled from the latest data in Power Automate, n8n or Zapier.

Integrations
  • One budget structure across many contractors

    We map each contractor's cost codes and schedule of values to your budget structure with a maintained crosswalk, so different formats roll up to the same lines. Records that do not map are flagged for review, not dropped.

Custom applications and portals
  • Stakeholder and investor reporting portals

    A portal where boards, lenders, investors or tenants see the status they are entitled to, with access set per audience instead of emailed decks.

Forecasting and insights
  • Forecast at completion, cash draw and contingency

    Forecast cost at completion, contingency drawdown and projected cash requirements calculated the same way on every project, with the assumptions shown next to each number.

Document and field automation
  • Pay application extraction and checks

    Pay apps and invoices are extracted into structured data and checked against the schedule of values, prior billings, approved changes and retainage terms, with exceptions routed to the reviewer.

Use cases

Systems we connect

  • Procore
  • Autodesk Construction Cloud
  • Trimble Unity Construct (e-Builder)
  • Kahua
  • Primavera P6
  • Microsoft Project
  • Yardi
  • MRI Software
  • Sage Intacct
  • Excel
  • SharePoint
  • Microsoft Fabric
  • Power BI

Proof

Frequently asked questions

We do not control our contractors' systems. Can you still build a portfolio view?

Yes. Where you have access to a contractor's Procore or Autodesk project, we can read from it directly. Where you do not, we work from what contractors already submit, such as pay apps, Excel cost reports and XER schedule files, and standardize them on arrival. Missing or late submissions are shown as gaps, not as zeros.

Can you automate pay application review?

We can automate the checks: extract the G702/G703 lines, compare them to the schedule of values, prior billings, approved change orders and retainage terms, and flag what does not tie out. Approval stays with your reviewer. We design this to your forms and contract terms, starting with a sample of real pay apps.

How do you roll up projects that use different cost codes?

We map each contractor's codes and schedule of values lines to your budget structure in a maintained crosswalk. Your team owns the mapping, and new or unmapped lines are flagged for review before they reach a report.

Can this include schedule status, not just cost?

Yes. We have built pipelines that read Primavera P6 schedule data into reporting alongside Procore cost data. Milestones, float and critical path changes can sit on the same project page as budget and billing.

How long does a project take and what does it cost?

It depends on the number of contractors, systems and reports. We run a short discovery first, then work to a fixed scope and price, agreed after discovery.

Next step

Which report or workflow would you like to improve?

Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.

Prefer email? charley@buildflows.ai