AI Providers
TrueGrade can use AI language models to assist with document classification, data extraction, and procurement workflows. AI features are available on Business and Enterprise plans and require a configured AI provider using your organization’s own API key.
Supported Providers
| Provider | Models | Use Cases |
|---|---|---|
| Anthropic Claude | Claude 3.5 Sonnet, Claude 3 Haiku | Document extraction, classification, proposal line-item parsing |
| OpenAI | GPT-4o, GPT-4o mini | Document extraction, classification |
| Google Gemini | Gemini 1.5 Pro, Gemini 1.5 Flash | Document extraction, classification |
What AI Features Do
Document Classification (Compliance)
When a subcontractor uploads a document through the compliance portal, AI can:
- Classify the document type — distinguish a certificate of insurance from a W-9, license, or unrelated document
- Extract expiration dates — pull policy end dates and license expiration dates from the document text
- Extract policy numbers — pull carrier and policy number from COIs
Extracted data populates the document fields as suggestions. Your team always reviews and confirms before the document is marked verified.
Proposal Line-Item Extraction (Procurement)
When a vendor submits a bid as a PDF (outside the structured portal), AI can parse the PDF and attempt to map vendor line items to your RFQ line items. The match suggestions are presented for manual review before any data is saved.
Credit Card Reconciliation Suggestions
AI assists with matching credit card transactions to projects and cost codes based on merchant names and historical patterns. See Credit Card Reconciliation.
Configuring a Provider
Navigate to Administration → Integrations → AI Providers → [Provider]:
- Enter your API key (obtained from the provider’s developer console)
- Select the model to use for each task type (you can use different models for extraction vs. classification)
- Click Test — TrueGrade sends a simple test prompt to verify the key is valid
TrueGrade never stores your API key in plain text. It is encrypted at rest using your organization’s encryption key. Usage is billed directly to your account with the AI provider — TrueGrade does not mark up AI API costs.
Human Review Requirement
AI suggestions are always surfaced as editable proposals — never applied automatically without user confirmation. This is a core design principle:
- Extracted expiration dates must be confirmed by your reviewer before the document is marked verified
- Proposal line-item matches must be accepted or corrected before being saved to the bid
- Credit card suggestions must be confirmed before the transaction is posted to cost actuals
The confidence score for each AI suggestion is displayed alongside the suggestion so reviewers can prioritize what needs careful review.
Audit Trail
Every AI-assisted action records:
- Which model was used
- The confidence score
- Whether the suggestion was accepted, modified, or rejected
- The user who confirmed the final value
This audit trail is accessible in the document and transaction history views.
AI-extracted data can contain errors, especially for scanned or low-resolution PDFs. Never rely solely on AI extraction for compliance verification — always have a team member review the source document.