Built Logic

See what AI can do

Build a monthly board report from company data

We take off your hands: pulling the monthly board pack together from the accounts, job costs and sales figures.

You get: a draft board pack in your usual layout, with odd or mismatched figures flagged for your finance lead to check.

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Or check first: Are we ready for AI?

The problem

It takes a week to pull the board pack together and it is out of date by the time we meet.

How it works

  1. What comes in

    • Accounts package (Sage, Xero, Eque2), CVR or job cost summaries, CRM pipeline export, order book, H&S and resourcing trackers, last month's pack

  2. What AI does

    Extracts each source on a schedule, maps figures to the pack template, reconciles totals between sources and highlights movements above agreed thresholds.

  3. What you get

    • A draft board pack in the company's format, with an exceptions list and a reconciliation note for the finance lead

  4. Who signs it off

    Your finance director checks anything flagged, signs off the numbers and writes the commentary before the pack goes out.

What it needs to work

  • Read access to accounts and job cost software
  • An agreed pack template
  • Consistent job and cost codes

If those aren’t in place yet, you’ll hear that before anything gets built.

Who it’s for

  • Main contractors
  • Specialist subcontractors
  • Developers and housebuilders
  • Surveyors and cost consultants
  • Manufacturers and suppliers

Where this joins up

What would this cost for your team?

Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.

Get a price for this

Or check first: Are we ready for AI?