Final account preparation pulls together contract records, variation orders, measured work, and subcontractor figures into one reconciled statement before a project can close.
The automated version gathers and reconciles the underlying figures, drafts the statement and supporting schedules, and sends the report for approval. This shortens the time between project completion and a signed-off final account.
The full workflow, from trigger to completion.
Automation starts when a project's status changes to practical completion.
The reconciliation pulls variation orders, measured work, and subcontractor final accounts and checks them against contract values.
If figures do not balance, a surveyor reviews the flagged discrepancy directly in the reconciliation workbook.
The drafting generates the final account statement and supporting schedules from the reconciled figures.
The draft and schedules are saved to the project folder for record keeping and version control.
The final account report is emailed to the client for sign-off with the supporting schedules attached.
Once sent, the final account value and retention release are logged against the project.
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