Software Hardware

With the explosion of AI and AI tools the last couple years I am curious if anyone has any great tools they are using.

I was in a meeting with a company where their employee handbook and SOP were put into an AI model so employees could ask questions to get answers to company policy. I have also seen some useful AI notetaking tools like fireflies.ai that summarize meeting notes and action items for team members.

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Lance Baggett CMA
Controller
Letsos Company
Richmond TX
(281) 832-0499
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Hey Lance,

There's been no shortage of shiny new AI tools lately, but the ones making a real impact (at least in construction finance) are the ones that eliminate the repetitive, manual stuff we've all just gotten used to.

We're seeing real traction with AI that can auto-code invoices and receipts, tie them to jobs/cost codes, and even push clean data into draws or WIP reporting - all without having to chase people down. At Adaptive, that's a big part of what we're building: giving builders a financial system that's finally as real-time and responsive as the jobsite.

I've also played with tools like Fireflies and Fathom... super useful for summarizing field meetings and kicking out action items when no one's taking notes.

Would love to hear what others are experimenting with too. I think we're just scratching the surface.

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Reece Barnes
Head of Construction Network
Adaptive
Boston MA
(308) 850-5089
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We are on Microsoft 365, so have multiple Copilot (ChatGPT 5) licenses for people to use.  It has been pretty transformative to our team.  It helps manage email, create meeting agendas based on emails and chat threads, research trends for planning, and a lot more.  We are also developing a few 'Agents' to do more in depth queries. You just need to dive in and start playing with it.  Once you do, you will never use a search engine again.

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Greg Boden
CFO
Midwest D-Vision Solutions
Salt Lake City UT
(801) 505-4291
------------------------------

@Lance Baggett I've asked a ton of people this question. There are some amazing tools and all demo well, but not everything delivers. A recent survey shows 96% of enterprises report no material difference to productivity or profitability that can be attributable to AI. 

That said, here are the categories that people are either already doing or are most excited about, some mentioned already by @Greg Boden and @Reece Barnes

• AP automation. This is a combination of OCR (reading PDFs or images and extracting data points like company name, invoice number, etc) and automation (putting data into the ERP or AP solution through an API). It's not new but the recent AI advances make it better.
• Search. "I just want to ask a question and get an answer" -- Microsoft has done a great job of integrating email, calendars, documents, etc into Copilot. Also not new, but AI/LLM chat interface is so much better than previous solutions
• AI notetaking. One of the most popular segments of applying AI
• Predictive analytics. Forward-looking reports, dashboards and analyses work well. LLMs are great at producing an answer even if it isn't perfectly accurate. This is fine for projections, which have a lot of judgment and what-ifs baked in. 
• Other. You may not see these directly from your seat, but they are affecting construction:
  •  Job progress tracking. The combination of bodycams and other video with AI analysis is gaining a lot of interest. It's a little like AP automation--take unstructured inputs, like PDFs in once case or video feeds in another, and feed it to AI for analysis 
  • Design automation and takeoff. Design tools can now take descriptions and generate a ton of output that designers can then tweak. That can then generate cost estimates and materials ordering plans. This isn't new but AI is helping make it easier. 
  • Software engineering. All the SaaS vendors are using coding copilots (analogous to Microsoft's Copilot in outlook, but for software engineers) to accelerate their coding. 

What's coming? 

• Data analysis. This has proven more difficult, not just in construction, because LLMs all hallucinate. Aggregating data requires multiple levels of 100% accuracy to get to an accurate result, and LLMs struggle with this. But, we will see this mature. The other difficulty is getting all the data into one place so the AI can see it holistically (ERP, PM, CRM, time tracking, etc). I've spent a lot of time here.
• AI tools in ERPs. All SaaS vendors are working on ways to integrate chat and AI into the day to day. The most common outcome for this will be automated, customized workflows built on top of existing ERP functionality.
• Labor planning. I've been working with a couple of companies on automating staffing plans. Beyond hard rules like "are Sally and Joe certified and available for Job X?" but also soft rules that AI is really good at like "Sally and Joe had a fight and shouldn't work together for 2 weeks while they cool off"

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---
Adam Roderick
Founder & CEO, Datateer
303-335-9929
adam@datateer.com
------------------------------

Original Message:
Sent: 10-23-2025 10:35
From: Greg Boden
Subject: Artificial Intelligence

We are on Microsoft 365, so have multiple Copilot (ChatGPT 5) licenses for people to use.  It has been pretty transformative to our team.  It helps manage email, create meeting agendas based on emails and chat threads, research trends for planning, and a lot more.  We are also developing a few 'Agents' to do more in depth queries. You just need to dive in and start playing with it.  Once you do, you will never use a search engine again.

------------------------------
Greg Boden
CFO
Midwest D-Vision Solutions
Salt Lake City UT
(801) 505-4291
------------------------------

Great points, I share similar skepticsm with the 96%. Most of the marketed "AI solutions" are surface level and not workflow condensing.

That said, for those following the thread, recent advancements with LLMs and Agentic AI are offering more compelling and legitimate ways to automate workflows and accelerate surfacing accurate answers. This doesn't mean you should take your hands off the wheel, but it does mean you have the ability to spend more time on quality controls and using more accurate/timely information to impact the business.

We use OCR, LLMs, Agentic in Adaptive and our customers and partners commonly share a 30-50% time reduction in job costing and data entry workflows. This shortens the timeline it takes for them to understand costs and income in the business to make better strategic decisions.

https://www.adaptive.build/case-study/how-data-mule-uncovered-80k-in-profit-and-scaled-without-adding-headcount-using-adaptive
https://www.adaptive.build/case-study/bauen-build-cuts-20-hours-of-paperwork-each-month-with-adaptive-buildertrend
https://www.adaptive.build/case-study/how-a-20m-luxury-homebuilder-saved-30-staff-hours-per-week-with-adaptive
https://www.adaptive.build/case-study/apparatus-contractor-services-streamlined-outsourced-job-costing-billing-with-adaptive
https://www.adaptive.build/case-study/shrock-cuts-bookkeeping-time-by-50-while-scaling-multi-entity-operations-with-adaptive

------------------------------
Reece Barnes
Head of Construction Network
Adaptive
Boston MA
(308) 850-5089
------------------------------

Original Message:
Sent: 10-24-2025 09:32
From: Adam Roderick
Subject: Artificial Intelligence

@Lance Baggett I've asked a ton of people this question. There are some amazing tools and all demo well, but not everything delivers. A recent survey shows 96% of enterprises report no material difference to productivity or profitability that can be attributable to AI. 

That said, here are the categories that people are either already doing or are most excited about, some mentioned already by @Greg Boden and @Reece Barnes

• AP automation. This is a combination of OCR (reading PDFs or images and extracting data points like company name, invoice number, etc) and automation (putting data into the ERP or AP solution through an API). It's not new but the recent AI advances make it better.
• Search. "I just want to ask a question and get an answer" -- Microsoft has done a great job of integrating email, calendars, documents, etc into Copilot. Also not new, but AI/LLM chat interface is so much better than previous solutions
• AI notetaking. One of the most popular segments of applying AI
• Predictive analytics. Forward-looking reports, dashboards and analyses work well. LLMs are great at producing an answer even if it isn't perfectly accurate. This is fine for projections, which have a lot of judgment and what-ifs baked in. 
• Other. You may not see these directly from your seat, but they are affecting construction:
  •  Job progress tracking. The combination of bodycams and other video with AI analysis is gaining a lot of interest. It's a little like AP automation--take unstructured inputs, like PDFs in once case or video feeds in another, and feed it to AI for analysis 
  • Design automation and takeoff. Design tools can now take descriptions and generate a ton of output that designers can then tweak. That can then generate cost estimates and materials ordering plans. This isn't new but AI is helping make it easier. 
  • Software engineering. All the SaaS vendors are using coding copilots (analogous to Microsoft's Copilot in outlook, but for software engineers) to accelerate their coding. 

What's coming? 

• Data analysis. This has proven more difficult, not just in construction, because LLMs all hallucinate. Aggregating data requires multiple levels of 100% accuracy to get to an accurate result, and LLMs struggle with this. But, we will see this mature. The other difficulty is getting all the data into one place so the AI can see it holistically (ERP, PM, CRM, time tracking, etc). I've spent a lot of time here.
• AI tools in ERPs. All SaaS vendors are working on ways to integrate chat and AI into the day to day. The most common outcome for this will be automated, customized workflows built on top of existing ERP functionality.
• Labor planning. I've been working with a couple of companies on automating staffing plans. Beyond hard rules like "are Sally and Joe certified and available for Job X?" but also soft rules that AI is really good at like "Sally and Joe had a fight and shouldn't work together for 2 weeks while they cool off"

------------------------------
---
Adam Roderick
Founder & CEO, Datateer
303-335-9929
adam@datateer.com
------------------------------


Original Message:
Sent: 10-23-2025 10:35
From: Greg Boden
Subject: Artificial Intelligence

We are on Microsoft 365, so have multiple Copilot (ChatGPT 5) licenses for people to use.  It has been pretty transformative to our team.  It helps manage email, create meeting agendas based on emails and chat threads, research trends for planning, and a lot more.  We are also developing a few 'Agents' to do more in depth queries. You just need to dive in and start playing with it.  Once you do, you will never use a search engine again.

------------------------------
Greg Boden
CFO
Midwest D-Vision Solutions
Salt Lake City UT
(801) 505-4291

Most ERP customers have the same problem. The data you need is already in the system. Getting a straight answer out of it is the hard part.

Ask a question that spans Acumatica and your CRM, or Acumatica and any other system, and the answer usually means an analyst, a spreadsheet, and a week of waiting. By then, the decision has either been made without the data or postponed.

We built Alloy to close that gap. It is an intelligence layer that sits on top of your ERP and does three things:

Answers. Ask a business question in plain language. Alloy pulls live data from Acumatica and connected systems and returns the answer in minutes.

Acts. It drafts transactions back into Acumatica, builds dashboards on demand, and automates the recurring reporting your team builds by hand today.

Connects. It extends to your CRM, Microsoft 365, payroll, e-commerce, AP automation, and any system with an open API.

Two points on how it differs from a typical BI project. There is no data lake or warehouse to build first, because Alloy connects directly to your systems through their existing interfaces. And nothing is replaced. This builds on the Acumatica investment you have already made, and it works alongside Acumatica's native AI, which handles what happens inside the ERP.

We configure it to your environment, build the reports and automations you need, and support it under your existing i-Tech plan. Every query and action is logged for audit.

If you run Acumatica and have a question your team cannot answer today, send it to me. We can show you Alloy answering it on your own data.

Details here: https://i-techsupport.com/resources/insights/introducing-alloy-acumatica-ai/

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Armando Huerta
CEO
i-Tech Support
IT Managed Services | Acumatica ERP | AI Advisory
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