ForensicCFO agent

1. The Problem: Data Chaos Every HVAC contractor has a dashboard, but most dashboards are lying to them. Why? Because the data is filthy. We started with a $50M portfolio that was bleeding out at 6.8% margin, and the 'truth' was buried under: Synthetic Noise: 250+ duplicate 'OVR' labor logs inflating costs. Orphaned Financials: 58 RFIs with cost impacts that never made it to a Change Order. The Verbal Trap: 291 field notes detailing 'verbal approvals' and 'rework' that the accounting department couldn't see. Ghost Hours: Impossible 22-hour shifts that standard software misses.

2. The Solution: Cleaning then Reasoning We didn't just build a UI; we built a Data Integrity Layer and a Reasoning Agent. The Scrub: We normalized the database, stripped the duplicates, and capped 'ghost' labor hours. The Agent: We deployed a Forensic Agent that understands the relationship between an RFI in the field and the margin on the SOV. The 'OVR' Protocol: Our agent specifically hunts for 'OVR' prefixed logs—the smoking gun of scope creep—and connects them to the daily field notes to explain exactly why the money is disappearing.

3. The Experience: The "Living" Dashboard We moved away from static charts. Our UI is a Collaborative War Room: Drill-Down Intelligence: You start with the high-level portfolio health. See a dip in Project-003? Click it. Conversational Investigation: Don't dig through CSVs—ask the agent. It will pull the relevant records (Labor, Change Orders, Notes) in real-time. Custom Pinning: If the agent finds a specific correlation (e.g., 'Labor vs. Unbilled RFIs'), you can instantly pin that custom view to your main dashboard. You are building your own CFO command center as you chat.

Built With

• nextjs