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.