AI invoice coding for contractors: an agent reads vendor bills and fills in the job and GL code
Perry Contracting, Inc.
What they did with AI
Perry Contracting, a construction contracting firm in Norwood, Ohio, coded every vendor invoice by hand: project managers marked up paper invoices with the job and GL account, and a long-tenured accounting manager keyed them into the accounting software. With that manager nearing retirement after 30 years, the company had IT firm N Solutions build an AI agent on Microsoft Copilot that reads each invoice, works out the likely GL code and job details, and prefills the entry. The invoice then goes to the project manager in Microsoft Teams to review and confirm; nothing posts without a human check. A Power App shows each PM what is outstanding, and approved invoices are imported into the accounting software automatically. N Solutions estimates the process will save Perry 200 to 300 hours a year and captures the accounting manager's know-how so the next person can take over.
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