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Strategy & Expansion

Strategy & Expansion

Site Selection & Scoring

Demographics, Psychographics, and Co-Tenancy Synergy analysis for site selection.

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What it does

  • Real-time budget vs actual tracking by CSI division
  • Predict final project cost using historical trend analysis
  • Flag cost overruns by trade and contractor
  • Aggregate pending change order exposure
  • Compare costs against regional benchmarks ($PSF)
  • Generate variance reports for board presentations
  • Integration with Procore budgets and QuickBooks
  • Alert on budget threshold violations (±5%, ±10%)

How it runs

  1. 01

    Import

    Connect to Procore, Sage, or upload budget spreadsheets. The agent normalizes cost codes across projects for apples-to-apples comparison.

  2. 02

    Analyze

    AI compares actual spend vs committed budget, flags variance trends, and predicts final project cost based on burn rate and pending COs.

  3. 03

    Report

    Generate executive dashboards with variance explanations, risk ratings, and recommended cost reduction actions by trade.

Cited, or flagged

Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.

Read where it lives

Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.

Never trained on

Your documents do not train models — yours or anyone else's.

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See it run on your own documents.

Fifteen minutes, your files, and the clause behind every answer.

Book a demo