All work
Decisions + controlPUBLIC SECTOR / FINANCEProject 06

AI Pricing & Compliance Agent

A controlled pricing workflow that converts RFP requirements into a structured model, escalation schedule, compliance check, and narrative draft.

Modeled1-2.5ppContribution margin protectedModel avoided leakage from escalation, rate, and compliance errors caught before submission.
Target30-50%Pricing rework reductionTrack review comments and model revisions across comparable proposal types.
Target95-99%Pricing requirement coverageEvaluate mandatory pricing requirements against the generated compliance matrix.

The business problem

Pricing a public-sector proposal required more than entering rates. Finance teams interpreted contract structure, required formats, annual escalation, compliance rules, and narrative requirements for every opportunity.

The first pass involved repeated manual extraction and spreadsheet preparation. Errors created rework, margin risk, and late review cycles close to submission deadlines.

  • Pricing
  • Finance
  • Contracts
  • Proposal Operations
  • Executive Review

How the work changes

Today

  1. 01Interpret rulesRead pricing instructions, contract periods, and required schedules.
  2. 02Build the modelCreate spreadsheet structure, rates, escalation, and totals manually.
  3. 03Check complianceCompare the model and narrative with every pricing requirement.
  4. 04ReviseResolve missed requirements and reconcile late changes before approval.

With the system

  1. 01ExtractPricing clauses, periods, formats, and escalation requirements are identified.
  2. 02ModelA structured pricing workbook is assembled from controlled assumptions.
  3. 03ValidateCompliance, arithmetic, and narrative coverage checks are performed.
  4. 04ApproveFinance reviews, edits, and releases the pricing package.

What the system does

AI extracts pricing requirements and prepares a traceable first-pass model for finance validation.

  • Extract pricing requirements and map each one to the model structure.
  • Prepare labor, period, escalation, and total-cost tables from approved inputs.
  • Generate a formatted first-pass pricing narrative with requirement traceability.
  • Stop for finance approval before any value becomes part of a submission.

What this depends on

Approved rates, escalation policies, and costing rules are available as controlled inputs.

Model templates can be standardized across a meaningful share of opportunities.

Finance validates every generated number and narrative before submission.

Start with clarity

If the business case isn’t there, we’ll tell you before you build.

Book a 30-minute meetingSee all 9 projects