Our AI agent workflow

Agent roles

Each card describes the proposed role of one agent and what it hands to the next stage. Splitting the work this way keeps each step checkable.

1. 01Proposed

   Extraction Agent

   Reads drawings, contractor ledgers, closing statements, and invoices to pull out line-item costs, quantities, and where each item sits in the building.

   Hands off: A raw list of costs and asset details, each linked to its source page.

2. 02Proposed

   Data Normalization Agent

   Cleans and standardizes that list: merges duplicates, splits bundled invoices, and maps items to standard construction categories.

   Hands off: A consistent cost breakdown that can be totaled and compared to the property's basis.

3. 03Proposed

   Tax Classification Agent

   Proposes a recovery period for each component — 5, 7, 15, 27.5, or 39 years — based on its function and the governing rules.

   Hands off: Suggested classes with the reasoning behind each, for a reviewer to confirm.

4. 04Proposed

   Bonus Depreciation Agent

   Checks acquisition and placed-in-service dates against the bonus depreciation rules that apply to each eligible component.

   Hands off: Flags for which components may qualify, and at what rate, for your CPA to apply.

5. 05Proposed

   Estimation Agent

   Where actual costs are missing or bundled, applies documented engineering estimation methods using published unit-cost data.

   Hands off: Estimated costs with the method and assumptions recorded.

6. 06Proposed

   Quality Assurance Agent

   Checks totals against the cost basis and flags unusual, high-value, or uncertain classifications.

   Hands off: An exceptions list routed to a human reviewer.