Artificial Intelligence

AI enabled commercial planning directly inside CostrixIQ

Embedded AI inside CostrixIQ, powered by Claude

With a paid Claude license, your team can analyse, validate, and explain complex cost plans directly within CostrixIQ, without exporting data or breaking workflow

Faster Insight

Get answers, summaries, and drivers from complex models in minutes, not hours

Better Decision Quality

Stress-test assumptions, surface inconsistencies, and reduce margin leakage before it becomes real

Stronger Scenario Planning

Compare options, stretch targets, and risk coverage with guided, repeatable analysis

Clearer Communication

Turn complexity into consistent, client and leadership-ready explanations and narratives

Commercial Narrative Generator

Turn the current plan into a crisp summary: assumptions, exclusions, risks, opportunities, and decision points.

Risk & Opportunity Scan

Identify scope gaps, thin allowances, overstated efficiencies, or missing coverage areas.

Stretch Opportunity Planning

Generate stretch options and quantify where upside can realistically come from.

Margin & Sell-Target Reasoning

Explain margin movement by sector, option, or scope package, and highlight what is driving changes.

Trade Package Sanity Checks

Spot anomalies: inconsistent scoping, duplicated allowances, missing descriptions, outlier rates.

Options Comparison

Produce a side-by-side narrative of options: delta cost, delta sell, margin impact, risk notes.

Value Engineering Log Starter

Generate VE ideas aligned to the model and flag likely commercial consequences.

Board-Ready Insights

Create leadership-level commentary: what changed, why it matters, and what decision is required.

How it works

Have a paid Claude Plan - Claude is currently in beta and is available to paid plans including Pro, Max, Team, and Enterprise

Install the add-in - Deploy and enable “Claude by Anthropic” via your Microsoft admin or add-in flow

Open CostrixIQ and start prompting - Use Claude alongside the CostrixIQ workbook to analyse, explain, and refine your commercial model

FAQ’s

  1. Do I need Claude to use CostrixIQ? No. Claude is an optional enhancement for teams that want embedded AI assistance.

  2. What Claude plan do I need? Claude availability depends on your plan (currently users require a paid subscription tier)

  3. Is Claude included with a CostrixIQ subscription? No, a separate stand-alone subscription is required to be taken out directly with Anthropic

  4. Will Claude change my data model? It can propose and apply changes, but you stay in control and can review updates

  5. Is this a replacement for an estimator or commercial lead? No. It accelerates analysis and improves clarity, but decisions stay with your team

  6. Can we standardise prompts across the business? Yes. We can provide a CostrixIQ prompt library aligned to your methodology.