Construction Operations · ERP Automation Case study

AI-Assisted Sage Intacct Automation

Reis Contracting / Agent.Press

AI-assisted automation for construction operations running through Sage Intacct.

Role
Senior Full-Stack AI Engineer · Architecture & Delivery
Disclosure
Named with approval · Proprietary implementation omitted

Verified proof

~1 hour → minutesnearly 99% successful processing

AI-Assisted Sage Intacct Automation title card
Approved, public-safe project imagery.

The problem

What the system had to solve.

Manual construction and accounting workflows around Sage Intacct required significant project-level processing time across connected operational records.

What I owned

The responsibility behind the work.

Architected and delivered the AI-assisted automation platform covering Estimates, Subcontracts, Change Orders, Change Requests and Subcontract Invoices, from the Sage Intacct integration through extraction, validation and the production failure paths.

Built on the Agent.Press platform: the extraction and lookup tools that confirm a record against the ERP before anything is written, the validation ahead of every write, and the retry and fallback behaviour behind them.

Engineering approach

How it was built.

Built the workflow automation, external-system integration, validation and production error handling, with lookup tools that confirm a record against the ERP before anything is extracted or written, and a load-testing suite to check the paths under concurrency.

Automation flow

  1. Input
  2. Validation
  3. Orchestration
  4. ERP
  5. Result

Engineering scope

What I worked on.

  1. Workflow automation across connected operational records
  2. Sage Intacct integration and record lookup
  3. Extraction tools that confirm a record before writing to it
  4. Validation ahead of downstream writes
  5. Production error handling, retry and fallback
  6. Load testing of the transaction paths under concurrency

Impact

The verified result.

Reduced project-level processing from approximately one hour to a few minutes, with nearly 99% successful transaction processing.

Technology

The technical surface.

  • AI-assisted workflows
  • Sage Intacct
  • Tool calling
  • Validation
  • Integrations
  • Load testing

Next: Agent.Press

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