Interim valuations and payment certificates are critical financial documents in construction projects, certifying work completed and authorizing payments.
Automation extracts progress data and contract terms from existing systems, calculates valuations with built-in validation, and generates formatted payment certificates ready for approval. The result is faster, more accurate certificates with fewer errors and a dramatically shortened approval cycle.
The full workflow, from trigger to completion.
The automation is triggered on a set monthly date or when a project milestone is marked complete in the project management system.
The automation queries the project management system and to retrieve progress percentages, completed work items, contract rates, and prior valuation records.
The automation applies contract schedules and rates to progress data, calculates work value to date, deductions, and retention, and cross-checks against prior valuations.
The system checks if the calculated amount falls within a reasonable variance of the prior valuation. Outliers are flagged for manual review.
A summary of the valuation is sent to the project manager via email with a one-click approval link. The system waits for response or escalates after 2 days.
Once approved, the automation generates a formatted payment certificate PDF with all contract terms, valuation figures, and retention details pre-populated.
The certificate is recorded as a draft invoice, and notifications are sent to the client, project manager, and finance team with the certificate attached.
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