AI Construction Cost Report Agent

How Cassidy automates monthly cost reporting using AI

Step 1: Trigger on period close

The Workflow activates automatically at your defined monthly cut-off date, or can be triggered manually when your team is ready to generate reports.

Step 2: Ingest and reconcile financial data

Cassidy pulls actuals from your ERP, invoices from accounts payable, and progress updates from your schedule system (P6, MSP). It matches transactions to commitments and budget lines, flags goods-received items needing accruals, and normalizes all data to your WBS/CBS hierarchy.

Step 3: Analyze variances and compute forecasts

Using your Knowledge Base—which contains budget baselines, commitment registers, and change order logs—Cassidy calculates budget vs. actuals variances by cost code, attributes drivers (quantity, rate, timing), and generates EAC/ETC using your preferred methodology: commitment-driven, CPI-based, or hybrid.

Step 4: Generate the cost report package

Cassidy assembles the complete monthly deliverable: executive summary with KPIs (CPI, SPI, VAC, contingency status), detailed budget vs. actuals by WBS/CBS with variance narratives, EAC/ETC rollups, commitment and accruals registers, change order logs with exposure quantification, and time-phased S-curves.

Step 5: Route for review and distribute

The Workflow sends the draft report to designated reviewers via Slack or Teams with Human-in-the-Loop approval. Once approved, Cassidy locks the monthly snapshot, maintains the audit trail, and distributes the final package to stakeholders—project managers, executives, and owners—through your preferred channels.