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General

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What is inBuild?

inBuild is a web-based application that allows you to ingest and process invoices automatically. inBuild operates in three major steps:

1. Automatically capture invoices through an email connection.

2. Invoice details are captured and processed by utilizing artificial intelligence (AI) and optical character recognition (OCR). Users then send an invoice for review or code the invoice themselves.

3. Once approved invoice costs and details can be utilized to affect live project budgets and easily export pay applications within inBuild. Data can also be sent to other financial applications for reconciliation.

How accurate is your AI?

We have between an 80-99% accuracy rate, but this improves as the AI learns your business and document types.

How long does it take for an invoice to process?

Typically invoices are processed in under 30 seconds. But we urge users to allow 2 minutes for the data to appear for a brand new invoice.

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Setup

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How do I connect my email?

Navigate to the top-right corner of inBuild and click on your profile picture. This will open a dropdown, you will see options for “My Account”, “Settings”, and “Logout”. Click on the option for “Settings”. In the middle of this page you will see options for “Setup Settings”, click on “Email Forwarding”. Here you will see options from standard email providers. Click “Connect” on the option relevant to you and follow the instructions in the new window. Once you have finished the process, a message stating “Connected to inBuild” should appear. You may now close this tab and return to inBuild. Emails from this point on will automatically be ingested into inBuild.

How do I change my password?

Navigate to the top-right corner of inBuild and click on your profile picture. This will open a dropdown, you will see options for “My Account”, “Settings”, and “Logout”. Click on the option for “My Account”. On this page you will see your account details. Click the “Edit” button in the upper right corner. This will allow you to click on the “Change Password” button. In the popup, enter your new password and click “Save”.

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Settings

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How do I add / delete / change cost codes?

If you cannot see an option for “Cost Codes” please contact your inBuild administrator to make these changes. This setting is locked for other account types.

If you would like to import cost codes in bulk, please reach out to support@inbuild.ai for assistance, fees may apply.

How do I add / delete / change vendors?

If you would like to import vendors in bulk, please reach out to support@inbuild.ai for assistance, fees may apply.

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Invoices

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How do you handle duplicate invoices?

inBuild will load and process duplicate invoices, but will alert the user via a popup that the current invoice may be a duplicate of others. You can always click on the referenced invoice links to view the other instances.

My inbox is empty, what should I do?

If you have invoices that should be flowing into the inbox from your email, your email forwarding service may have been disconnected. Please reconnect your relevant email provider using these steps.

If you have just created an account, an empty inbox is to be expected. Begin uploading your invoices using the “Upload”.

My invoice sync to an app has failed, what went wrong?

Invoices may fail to sync for a number of reasons. If you hover your mouse over the “Failed” flag on the relevant invoice, you will be able to see a detailed error message, dictating the exact point of failure. Some common reasons include vendor and cost code mismatches. This would need a slight adjustment to either the app or inBuild instance of the entry. Once adjusted, you can attempt to re-sync the invoice.

If you’re still experiencing issues, or an error occurs that is not easily legible, please contact support@inbuild.ai with a screenshot or the text of your error message for further assistance.

I have a document that is made up of multiple invoices, can I split them up?

You can, when viewing an invoice from the inbox, you will notice a number of buttons displayed to the right of the invoice view. Hover over the icon shaped like the letter “Y”, this will present the option to “Split PDF by Page”, click and “Continue”. The system will take a minute to process, and if you refresh your inbox, a number of new invoices will appear. Please give them two minutes for the AI to pull all relevant details for you.

Currently, splitting PDFs only supports single-page splits. This means that a split document can only be broken into single-page invoices and custom spreads cannot be chosen.

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Projects and Budgets

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How can I create a project budget?

You can add budget items from the project budget view by using the “Add New Line Item” button.

To import budgets in bulk please speak to a support representative at support@inbuild.ai, fees may apply.

Do you support contracts?

Yes, contracts can be created by opening the contracts tab from the project budget view.

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Do you support change orders?

Absolutely! Change orders can be initiated by editing the relevant line item in the budget for column D - “Change Orders” or by navigating the relevant contract and adding a new change order.

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Do your contracts offer support for retainage?

Yes, retainage can be automatically calculated based on a percentage, or manually entered for every scheduled value. This will also appear as an extra column in your overall budget for easy tracking.

Can I customize my exported pay applications?

Absolutely. inBuild comes standard with AIA standardized G702 and G703 pay application formats, but we have full control over the layout and information presented in the exported document.

Need something custom for your business? We’re happy to help. Contact support@inbuild.ai for more information, fees may apply.

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