Prepare monthly cost reports for clients
We take off your hands: pulling together the monthly cost report for each client.
You get: a draft cost report in your template with the movements written up, for your cost consultant to check and issue.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our cost reports always get pushed to the back of the queue and then it all lands at once.
How it works
What comes in
- Cost tracker or cost report workbook, change and variation log, valuation and certificate records, risk register, previous cost report
What AI does
Reads the latest figures from each record, calculates movements against the previous report, drafts the summary table and the movement narrative, and lists any figures that do not reconcile.
What you get
- Draft cost report in the practice template, a movement summary and a list of open queries
Who signs it off
Your cost consultant checks every figure, edits the narrative and signs off before issue. Judgement on forecasts and risk stays with the QS.
What it needs to work
- Consistent cost report layout across jobs and access to the practice's network drive or SharePoint folders
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
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 thisOr check first: Are we ready for AI?