Sold by: Sage
Field-to-Finance Job Insights (AI) Agent
Overview
An insights-based agent that can help construction and project-based companies solve a common challenge of ad-hoc analysis of billing and cost data for jobs across various data sources. The Agent knows construction specific terminology and data elements to calculate common KPIs like Earned Value Management from multiple data sources including Procore. It can also help reconcile integration points between Sage Intacct and Procore or other Construction Management solutions; however a formal integration between Sage Intacct & Procore is not required for the Agent to pull data across both systems.
Leveraging the built-in Sage Copilot experience, the Job Insights Agent understands natural language to deliver answers to common job management KPIs such as Costs to Complete, Committed vs Budget, Billings vs Estimates, Earned Value Management ("EVM"). It can also stack rank jobs by performance KPIs, such as top 5 / 10 / 20 jobs in terms of profitability, costs to complete, EVM, etc.
Availability: Wipfli Job Insights Agent is currently available to U.S.-based Sage Intacct customers only.
What's included: Use of the agent with Sage Copilot
Requirements and dependencies:
- Use of Sage Intacct Projects required
- Sage Intacct Construction recommended for full usage
- Can be used in conjunction with a license to Procore
- Sage Intacct is not included in this purchase and must be maintained separately by the customer. Without an active Sage Intacct environment, the product cannot be used independently.
Getting started: During setup you'll authenticate against Sage Intacct, and full Sage Intacct administrator rights are required to complete the association.
Support: For help with activation, setup, or your subscription, contact: productsupport@wipfli.com
Highlights
- Instant answers built for construction. Users get on-demand answers without waiting on reports or internal requests-eliminating unnecessary back-and-forth. Unlike generic AI tools, this agent understands construction-specific terminology and calculations, ensuring responses align with how construction professionals work and think. No reports, no training, no setup-just ask questions in plain language and get clear, actionable answers.
- More accurate than generic copilots. Where broad AI tools rely on heavy data merging and guesswork, this agent uses targeted, purpose-built endpoints that aggregate the right data the right way-returning precise, reliable results every time. Common errors in profitability and cost reporting are eliminated, delivering the accuracy construction teams depend on when it matters most.
- Flexible, transparent, and built to share. Designed to work with multiple data source configurations-including Sage Intacct, Procore, or a combination-while keeping the user experience seamless. Users can see exactly how answers were generated and instantly email results for easy sharing and collaboration, making it simple to align teams and move projects forward with confidence.
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/month |
|---|---|---|
Sage Essentials | $299/month with up to a monthly max of 2,500 conversations | $299.00 |
Procore Standard | $499/month with up to a monthly max of 4,500 conversations | $499.00 |
Sage Enterprise | $1099/month with up to a monthly max of 2,500 conversations (For multi-company scenarios) | $1,099.00 |
Procore Enterprise | $1499/month with up to a monthly max of 2,500 conversations (For multi-company scenarios) | $1,499.00 |
Vendor refund policy
All payments are non-refundable. Sage does not offer refunds.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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