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IPEX Construction Payments / FinTech Software Development Support 2019 Web + Mobile Claude by Anthropic

IPEX is an Australian construction payments and financial governance platform designed to improve transparency, control and accountability across project payment workflows.

As part of the continued development of the IPEX platform, Claude is used within IPEX’s QS Verify capability to assist with the processing and interpretation of Quantity Surveyor documentation.

Simply Technologies has supported IPEX with software development and technical implementation since 2019, including the implementation of Claude-powered capabilities within the QS Verify workflow.

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ABOUT IPEX

IPEX provides technology designed specifically for the construction industry, bringing project payment information, financial governance, approvals, reporting and auditability together within a single platform.

IPEX is designed to give relevant project participants greater visibility over how construction funds are administered and provide a clearer, more structured framework around project payment processes.

Quantity Surveyor reporting forms an important part of many construction funding and progress claim workflows.

These reports can contain substantial amounts of financial and project information and may be supplied in a variety of document formats and structures.

IPEX developed QS Verify to help streamline the way this information can be reviewed and incorporated into its broader payment governance environment.

# THE CHALLENGE

Construction progress claim reviews can require significant manual effort.

Quantity Surveyor reports may differ considerably in structure, terminology and presentation. Information can be spread across spreadsheets, PDFs and scanned documents, requiring users to identify and organise relevant financial and project information before it can be reviewed alongside other project records.

This can involve repetitive data entry, document interpretation and cross-checking.

IPEX identified an opportunity to use artificial intelligence to assist with the document-understanding component of this workflow while maintaining the structured financial controls and transparency expected within the IPEX platform.

THE IPEX APPROACH

IPEX uses Claude within QS Verify to assist with understanding and structuring information contained within Quantity Surveyor documentation.

Claude can interpret information contained across differently formatted documents and help convert relevant information into structured data that can be used by the IPEX platform.

This allows IPEX to reduce the amount of manual document processing traditionally required when reviewing complex Quantity Surveyor reports.

Where contextual interpretation is required, Claude can also assist IPEX in understanding relationships between information contained within the source documentation and other relevant project records.

Once the relevant information has been structured, it is processed through IPEX’s proprietary verification and governance framework.

This separation is important.

Claude assists with document interpretation and information structuring, while IPEX retains control of the underlying verification methodology, financial rules, workflow logic, and reporting processes.

The result is an AI-assisted workflow designed to improve efficiency without relying on generative AI alone for financial verification or decision-making.

# THE IMPACT

The introduction of Claude within QS Verify has helped IPEX streamline a document-heavy component of the construction progress claim review process.

Information that previously required substantial manual reading and data entry can now be interpreted and structured more efficiently.

This can reduce repetitive administrative work, improve consistency and allow users to focus more quickly on information requiring review.
Importantly, the use of AI sits within IPEX’s broader governance framework.

Claude assists with understanding the source documentation, while IPEX’s proprietary platform controls the subsequent verification, workflow, and reporting processes.

For IPEX, this represents a practical application of artificial intelligence within a specialised construction payments environment rather than the use of AI as a standalone feature.

KEY TAKEAWAYS

AI applied to a specialised construction workflow

Claude is used within IPEX’s QS Verify capability to assist with the interpretation and structuring of Quantity Surveyor documentation.

Context-aware document understanding

Claude provides an additional layer of document intelligence where interpretation of differently structured information is required.

AI integrated within the IPEX platform

Rather than operating as a standalone tool, Claude forms part of an IPEX-designed workflow intended to improve efficiency while maintaining transparency and control.

Reduced manual document processing

AI helps transform information contained within complex or inconsistently formatted source documents into structured information that can be used within the IPEX platform.

IPEX retains control of financial verification

Artificial intelligence supports the document-understanding stage of the workflow, while IPEX’s proprietary technology controls the verification methodology, financial logic, governance processes, and reporting.

IPEX owns and controls the QS Verify product, its underlying verification methodology, workflow design, business logic, and associated intellectual property. Simply Technologies provides software development and implementation support to IPEX and has worked with the company since 2019.

JAKE PORTEOUS

“QS Verify is a good example of how we're combining AI with IPEX's existing governance framework to make complex construction payment workflows more efficient. Simply Technologies has supported us in bringing this capability into the IPEX platform.”

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