Document intelligence
What Relay reads, and what it leaves to you.
Relay's AI reads every invoice, lien waiver, and check copy, matches it to a property and budget line, and sends anything it isn't sure about to a person before it reaches a draw.
What gets read, and what gets checked.
Four kinds of documents run a draw. Relay reads each of them the way your team does, then does the cross-checking your team usually doesn't have time for.
Invoices
Vendor, invoice number, date, total, every line item with quantity and price
Which property it belongs to. Which budget category each line goes to. Whether it matches an invoice already in the system.
Lien waivers
Vendor, amount, conditional or unconditional, signature present
That the waiver is readable and complete, not just that a file was uploaded. Which invoice it covers.
Check copies
Payee, amount, check number
Which invoice the payment covers, so proof of payment can be a required item on the next draw.
Your existing tracker
Budget categories and amounts, prior draws, historic invoices
That the history imports as historic, counts toward the budget, and can never be drawn again.
Move from doer to reviewer.
Uncertain lines wait for a person. They don't go into a draw. A property Relay can't identify, a line that could fit two categories, a scan it can't read: each one lands in review, and Relay tells you it's there. You make the final call with the original PDF alongside, and the correction is on record.
- Relay alerts you when a line needs your attention
- Every field and every line item editable, with the PDF in view
- Nothing uncertain reaches a draw until you've made the call
Questions about the reading
No. It reads, matches, and flags. Every allocation can be changed, every draw is signed off by a person, and Relay never submits anything to a servicer by itself.
You'll see it, because the original PDF sits next to what Relay read. Fix the field or the category and save. Lines Relay isn't confident about never reach a draw in the first place. They wait in review.
Invoices of any layout, as PDFs. Lien waivers and check copies for the checklist. Excel trackers and budgets for starting mid-project. Scans that are unreadable are marked invalid, not guessed at.
Send us twenty invoices.
Pick the messiest month you have. We'll run them through Relay and show you what it read, what it matched, and what it sent to review, within 48 hours.