The AI Workspace for Great Work
We build AI workflows that turn construction project documents into review-ready draw packages.
River connects to your existing project folders, emails, invoices, SOVs, lien waivers, COIs, photos, and lender requirements, then configures an AI workflow that prepares draw packages, flags missing items, drafts follow-ups, and keeps the process organized.
Start with one messy project folder
AI draw package workflow
Messy folder in. Gap audit, tracker, and package draft out.
River does not replace your construction accounting system on day one. It wraps around your real document process and gives your team a reviewable package before missing waivers, expired COIs, or SOV mismatches delay funding.
Current draw request
$1,248,430 requested
47docs
Invoices and backup reviewed18SOV lines
Budget lines reconciled6blockers
Critical gaps flagged78/100
Draw readiness scoreAllied Electric invoice 1048 has no signed March waiver.
Mason HVAC certificate expired before the requested draw period.
Mesa Concrete invoice 2217 does not map cleanly to an SOV line.
Unconditional waiver from prior payment is still pending from Valley Glass.
Positioning
Not another construction dashboard. A workflow built around your actual draw process.
Every developer, GC, and project finance team has a slightly different draw process. Different lenders, folder structures, waiver requirements, approval chains, and submission formats. River maps that reality and automates the manual document work around it.
Your process stays
We configure around your folders, spreadsheets, lender forms, accounting exports, and approval habits instead of forcing a migration.
The manual review gets faster
River extracts facts, reconciles documents, flags gaps, drafts follow-ups, and keeps humans in the review loop.
The artifact is concrete
Your team receives a gap audit, tracker, cover letter, and package draft they can edit, approve, and send.
The problem
Draw packages fail in the handoffs.
One waiver is missing, one COI expired, one invoice does not match the SOV, or one change order was never attached. The result is rework, funding delay risk, and another month of project accountants chasing the same documents through inboxes and shared drives.
Sample artifact
March 2026 Draw Package Gap Audit - Mesa Ridge Apartments
The sales weapon is the artifact: a controller can immediately understand what River found, what blocks submission, and what the team needs to chase before the package goes to the lender.
47docs
Invoices and backup reviewed
18SOV lines
Budget lines reconciled
6blockers
Critical gaps flagged
78/100
Draw readiness score
What River sets up
Your AI draw package workflow.
River ingests the project documents, extracts key fields, compares them against SOV and lender requirements, flags problems, and prepares the outputs your team reviews every draw cycle.
Review-ready draw package draft
Configured around your document sources, project structure, and review requirements.
Invoice-to-SOV reconciliation
Configured around your document sources, project structure, and review requirements.
Lien waiver tracker
Configured around your document sources, project structure, and review requirements.
COI status table
Configured around your document sources, project structure, and review requirements.
Missing-document checklist
Configured around your document sources, project structure, and review requirements.
Lender requirement checklist
Configured around your document sources, project structure, and review requirements.
Draft subcontractor follow-up emails
Configured around your document sources, project structure, and review requirements.
Lender cover letter
Configured around your document sources, project structure, and review requirements.
Clean binder structure
Configured around your document sources, project structure, and review requirements.
Source-linked audit trail
Configured around your document sources, project structure, and review requirements.
How setup works
Start with one project workflow buildout.
We begin with one active or recent project, configure the workflow around real documents, and tune it into a repeatable monthly system after your team reviews the first output.
Map your draw process
We review your current folders, emails, lender checklist, waiver rules, approval steps, and package format.
Workflow map and first project scope.
Connect project documents
River works from the places your team already uses: Drive, Dropbox, email exports, PDFs, spreadsheets, photos, and Procore or QuickBooks exports.
Connected project document workspace.
Configure extraction and review
We configure River to recognize invoices, SOV lines, lien waivers, COIs, change orders, site photos, and lender-specific requirements.
AI review workflow with source citations.
Produce the first package
Your team gets a gap audit, reconciliation workbook, tracker, chaser drafts, and review-ready package structure for one real project.
First review-ready draw package workflow.
Refine into a monthly system
We tune the workflow against real reviewer feedback and turn the first project into a repeatable draw cycle process.
Reusable monthly workflow your team can operate.
Built around your tools
Works with the folders, exports, and documents you already use.
We start with the documents you already have and build the workflow around them: PDFs, spreadsheets, email exports, project photos, lender templates, and accounting or project management exports.
Important boundaries
Source-linked review, not blind autopilot.
River flags missing, unsigned, mismatched, or stale waiver documents and highlights COI or SOV issues. Your team reviews the source-linked output before anything is submitted, and River does not claim to provide legal lien waiver determinations.
Operating principle
Human review before submission
Controllers and project accountants approve extracted fields, status flags, package structure, and chaser emails.
Operating principle
Source citations for trust
Every invoice amount, vendor name, waiver status, COI date, and SOV mapping should link back to the source file.
Operating principle
No full migration required
The first wedge is folder upload, PDF extraction, spreadsheet parsing, email ingestion, and exportable package outputs.
Where to begin
Select the draw workflow pieces you want River to map first.
Workflow setup
The operating model around your actual monthly draw process.
Document intelligence
The high-value review work inside the messy folder.
Monthly automation
The recurring work that burns accountant time every draw cycle.
Your document stack
Pick the sources River should understand first.
Choose up to ten systems, exports, or document types. We will use them to scope ingestion, permissions, extraction, and output templates for the first project.
0 / 10 selected
Missing something? Choose Custom folder process and describe it in the note.
What good looks like
The sentences we want your finance team to say after the first project.
“The controller can see what blocks funding before the package goes to the lender.”
“Project accountants stop hunting through email for the same missing waiver every month.”
“Every extracted amount links back to a source document your team can verify.”
“One messy project folder becomes a repeatable draw package workflow.”
“River complements Procore, QuickBooks, Sage, Excel, and shared drives instead of replacing them on day one.”
Resources
Construction draw package guides and templates
Free guides for every part of the monthly draw process — from the checklist your lender expects to the SOV reconciliation that stops rejected packages before they happen.
Construction Draw Package Template
What goes in a lender-ready draw package, document checklist, and step-by-step preparation workflow.
Read guide →Draw Request Checklist
Every document your lender requires, in submission order. Use it before you hit send.
Read guide →AIA G702/G703 Guide
Field-by-field walkthrough of both forms and the errors that cause the most rejections.
Read guide →Lien Waiver Tracker Template
Track conditional and unconditional waivers across every vendor and draw period.
Read guide →COI Tracker Template
Monitor certificate expiration dates and additional insured status for every active sub.
Read guide →SOV Reconciliation Guide
The six checks that catch G702/G703 discrepancies before your lender does.
Read guide →Change Order Log Template
Track approved change orders, SOV impacts, and lender authorization thresholds.
Read guide →Monthly Draw Workflow
A repeatable day-by-day process from invoice collection through lender submission.
Read guide →12 / next step
Let's build your AI draw package workflow.
Start with one project. We will map your process, configure the workflow, and show your team a review-ready draw package system built around the documents you already use.
Human review before submission. Source-linked outputs. No full migration required.