video1.0<iframe src="https://www.loom.com/embed/9760021eab624667a53d9f1e36bc2a68" frameborder="0" width="1790" height="1342" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13421790Loomhttps://www.loom.com13421790https://cdn.loom.com/sessions/thumbnails/9760021eab624667a53d9f1e36bc2a68-d616024b37a9182e.gif1996.36This Loom focuses on how to use Adaptive’s AI assistant and integrations to streamline back-office workflows. Reese Barnes covers practical questions including removing specific fields from draw cover sheets and suggests testing by exporting from Adaptive into the AI assistant to omit lines, flagging that turning the assistant back on may be needed for Cassie. The team also confirms Adaptive has robust two-way sync with QuickBooks Online for expenses, so updates recategorizing amounts in QuickBooks carry back to Adaptive. Additional topics include whether the AI assistant can reconcile vendor statements and create missing bills, cutting checks from Adaptive being planned by Capital OS but not yet available, and how labor can be grouped into draw categories for fewer line items while time approvals are needed before pushing into Adaptive.