AI and analytics that catches problems before they cost you

Specialty contractors lose hours every week navigating screens to answer questions like "which jobs are over budget?". Access Coins Evo returns the answer in seconds. 

Capabilities: 

• Role-specific Copilot skills for Financial Controllers, Project Managers and Service Dispatchers 
• AI that understands construction context - "jobs at risk", "AR aging by client", "labor variance by trade" 
• Performs actions inside your Access Coins Evo system, such as sending payment reminders, posting journals, or texting technician 
• Runs on your live data with no exports 

Controls: 

• Inherits existing Access Coins Evo permissions - users only see data they are entitled to see 
• Full audit trail of every Copilot question and every action triggered 

Reactive reporting tells you about budget overruns, compliance lapses and cash issues after they have already cost you. Feed within Access Coins Evo surfaces them while they are still cheap to fix. 

The Access Coins Evo Feed delivers proactive, role-based alerts when something in your business needs attention, based on rules you define. 

Capabilities:  

• 30+ pre-built construction notifications covering budget thresholds, cash flow, prevailing wage compliance and service emergencies 
• Role-based alerts route to Financial Controllers, Project Managers and Service Dispatchers 
• User-defined rules set thresholds that match how your business runs 
• Mobile-ready alerts reach the right person wherever they are 

Controls: 

• Alerts respect Coins permissions - sensitive data never crosses role boundaries 
• Full notification audit trail for compliance and management review 

Spreadsheet-built board reporting takes hours to compile and is already out of date by the time leadership opens it. Pre-built construction-specific dashboards give finance leaders and executives portfolio-level visibility - without Power BI licensing or BI consultant setup. 

Capabilities 

• Pre-built dashboards: Financials Analytics, Activity Workbench, AR Aging, Job Profitability 
• Role-based views for CFO, Financial Controller, Project Manager and Operations 
• Drill from summary down to individual transaction without leaving the dashboard 
• Mobile-accessible for decisions made on-site 
• If you need to extend further, Power BI Integration is available 

Controls: 

• Read-only by default with permissioned drill-down access 

Month-end should not consume your finance team for a week. AI automation collapses the heavy lifting and lets your finance team focus on analysis.  

Access Coins Evo handles the manual coordination work that finance teams used to lose days to - bank reconciliation, future period forecasts, and segregation-of-duties checks. 

Capabilities: 

• AI bank reconciliation matches transactions automatically - including construction payments like retention releases and staged invoices 
• AI-Based Future Period Spreads forecast cash flow using your completed-project history 
• Direct connection to 12,000+ US banks via Plaid - no manual CSV imports 
• Continuous Segregation-of-Duties monitoring runs in the background 

Controls: 

• Every automated action is logged with a full audit trail 
• Exception-based approvals - your team reviews unmatched and flagged transactions

Build the reports your business needs without raising IT tickets and connect to Power BI when you need to extend further.  

Capabilities: 

• Custom report builder - build reports within Access Coins Evo using your live data  
• Power BI Integration and custom dashboards available 
• Schedule, export and distribute reports automatically (PDF, Excel, email) 

Controls: 

• Report-level permission controls so the right people see the right numbers 
• All custom reports inherit core Coins Evo data security and audit trail