CASE STUDY — CONSTRUCTION

Your project is done.Your invoices aren't.

General contractors in the US spend 15–25 hours per week manually processing subcontractor invoices, matching cost codes, and chasing lien waivers. Workless eliminates all of it — automatically.

INVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERSJOB COSTINGSUBCONTRACTOR MANAGEMENTINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERSJOB COSTINGSUBCONTRACTOR MANAGEMENTINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERSJOB COSTINGSUBCONTRACTOR MANAGEMENTINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERSJOB COSTINGSUBCONTRACTOR MANAGEMENT
×THE PROBLEM

Your team is losing money.
Every week. Manually.

001

SUBCONTRACTOR INVOICE CHAOS

Every sub sends invoices differently — email PDFs, photos of handwritten bills, paper at the job site. Someone manually enters each one into QuickBooks or Sage. On a 10-sub project, that's 10+ hours every week.

002

WRONG COST CODES

Invoices coded to the wrong job or cost code distort your job costing reports in real-time. Mistakes aren't caught until month-end — when it's too late to fix the billing to the owner.

003

RETAINAGE NIGHTMARES

You hold 5–10% retainage from every sub on every project. Tracking who's owed what, on which job, through project completion — all managed in spreadsheets that break.

004

LIEN WAIVER BOTTLENECKS

Paying a sub without a signed lien waiver is a serious legal risk. Chasing 20+ subcontractors for signatures before every pay run takes hours — and still falls through the cracks.

005

EXTERNAL BOOKKEEPER DELAYS

You email documents Monday. Your bookkeeper processes them Thursday. By the time your numbers are ready, decisions have already been made on bad data.

006

YEAR-END 1099 PANIC

"Did we collect W-9s from everyone?" Every December, scrambling to figure out who was paid over $600, which subs are missing W-9s, and which 1099s are late.

BY THE NUMBERS

The cost of doing it manually.

$208B

Lost annually to inefficient construction financial processes (CFMA 2024)

73%

Of general contractors still use spreadsheets for job costing

16 hrs

Average hours per week a project manager spends on invoice admin

34%

Of construction billing errors caused by manual data entry

THE SOLUTION

Fully automated.
Your invoices, processed.

YOUR TEAM

Receives invoice from 20+ subs

MANUALLY BLOCKED

WORKLESS AGENT

Reads · Classifies · Suggests cost code

AUTOMATIC

RESULT

Approved booking in your system

Output in minutes

S

OFFLINE / SECURE

Runs in your infrastructure, your data stays yours

UNLIMITED

No per-invoice fees, no usage caps

>

FAST

Up and running in days, not months

OUR APPROACH

Four steps. Zero manual entry.

01

Capture

A subcontractor emails an invoice. Your PM takes a photo at the job site. Your external bookkeeper forwards a PDF. Workless accepts all of it — any format, any source.

02

Extract & Classify

OCR reads every field: vendor name, invoice number, line items, amounts, tax. The AI automatically suggests the right job number, cost code, and GL account based on your chart of accounts and project history.

03

Review & Approve

You see a clean, structured summary of every invoice. One click to approve — or adjust if needed. No re-typing. No spreadsheet. The AI flags anything unusual before you see it.

04

Export & Track

Approved invoices export directly to QuickBooks, Sage, or your CPA's format. Retainage is tracked automatically per sub per project. Outstanding lien waivers are flagged before payment runs.

USE CASES

Built for how GCs actually work.

[01]

Multi-Job Cost Code Matching

AI automatically assigns invoices to the right job and cost code. Supports CSI MasterFormat, Uniformat, and your custom codes.

[02]

Retainage Tracking

5% or 10% — tracked per subcontractor per project, through every pay application, through final release.

[03]

Lien Waiver Checklist

Before a payment run, Workless flags every sub that hasn't submitted a signed conditional waiver for the current period.

[04]

External Bookkeeper Portal

Give your CPA or external bookkeeper read/review access. They work on approved data — not raw documents.

[05]

AI Chat for Job Costing

Ask "What's the total committed cost on Job #1042?" or "Which subs are still unpaid on the Riverside project?" and get an instant answer.

[06]

QuickBooks & Sage Export

One-click export in the format your accounting software expects. No manual journal entries.

RESULTS

What GCs see in the first 30 days.

80%

Reduction in invoice processing time

$0

Manual data entry errors — AI validates before you approve

Same day

Job costing data — not month-end surprises

3→0 days

Bookkeeper processing lag eliminated

Stop processing invoices.
Start building.

See how Workless handles your subcontractor invoices, cost codes, and retainage — automatically. Free 30-minute walkthrough with your own documents.

INVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERS1099 COMPLIANCEEXTERNAL BOOKKEEPER SYNCINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERS1099 COMPLIANCEEXTERNAL BOOKKEEPER SYNCINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERS1099 COMPLIANCEEXTERNAL BOOKKEEPER SYNCINVOICE PROCESSINGCOST CODE MATCHINGRETAINAGE TRACKINGLIEN WAIVERS1099 COMPLIANCEEXTERNAL BOOKKEEPER SYNC