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Contractor AIA Payment Application Agent

BillingContractor Payment Application Processing

Processes contractor AIA G702/G703 payment applications, validating percent-complete billing against site progress before releasing construction payments.

4
Process steps
6
Integrations
3
Data inputs

Processing monthly AIA G702/G703 payment applications from general contractors and subcontractors is a manual reconciliation nightmare, requiring accounts payable staff to cross-check billed percentages against actual field progress, retainage calculations, and prior payment history line by line

Errors or inflated percent-complete claims that slip through create overpayment risk and strained owner-contractor relationships

This agent automates validation of each payment application against the schedule of values, retainage terms, and independently reported site progress, flagging discrepancies before funds are released

It compiles the certified payment package with lien waivers attached, ready for owner or lender approval

The agent extracts line-item data from submitted G702/G703 forms and reconciles it against the contract's schedule of values and prior payment applications to calculate the correct current payment due, including retainage withholding. It cross-references the billed percent-complete against independently sourced site progress data from daily logs or inspection reports to flag over-billing. The agent verifies that required lien waivers and compliance documents are attached, then compiles a certified payment package with a variance report for the reviewing project manager, routing it for final approval and payment release.

1

Payment Application Intake

  • Extract line-item data from G702/G703 forms
  • Match line items to the contract schedule of values
  • Verify prior payment history and cumulative billing totals
Outcome: Every payment application is captured and mapped to the correct contract line items.
2

Progress Validation

  • Cross-reference billed percent-complete against site progress reports
  • Calculate correct retainage withholding per contract terms
  • Flag line items where billing exceeds verified progress
Outcome: Payment requests are validated against actual work completed before release.
3

Compliance Document Check

  • Verify conditional and unconditional lien waivers are attached
  • Confirm current insurance certificates on file
  • Check subcontractor payment pass-through documentation
Outcome: No payment is released without complete compliance documentation.
4

Certified Package & Release

  • Compile the certified payment package with variance report
  • Route to project manager and owner for approval
  • Trigger payment release upon final sign-off
Outcome: Approved payment applications move to funding without manual reassembly.
Textura
Procore
Sage 300 Construction
QuickBooks
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Autodesk Build