Consumption and contract reconciliation
Reconcile meter IDs, consumption periods and contract notice dates.
CLIENT ACCOUNT / METER IDENTIFIER / SUPPLY PERIOD
AI agent for commercial energy brokerages
Your AI agent reconciles consumption, compares supplier terms and follows each renewal through the switch evidence.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
One place for consumption and contract reconciliation, supplier tender and offer comparison, renewal completion and commission follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →“Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.”
A useful first result
Consumption and contract reconciliation, with the client account, meter identifier and supply period linked to source evidence and the next delivery actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your client account, meter identifier and supply period records, current commitments and the connected accounts used for supplier tender and offer comparison.
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.
Four offers use estimated consumption and two contracts have earlier notice dates. I am correcting the tender basis and advancing the urgent notices under our mandate.
Work in progressKeep the existing procurement mandate and show broker fees explicitly in every comparison.
All renewal comparisons use matching consumption periods. Accepted contracts have supplier acknowledgements and switch tracking; unconfirmed transfers remain open in the renewal report. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved resultsThe details your specialist follows
Follow each client account through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: unmatched meter IDs, expiring supplier offers and approaching contract notice dates.
Illustrative working document · your records start empty
| Client account | Dependency to follow | Evidence of completion |
|---|---|---|
| 02-104 | Consumption and contract reconciliation | Meter-data discrepancies resolved |
| 02-118 | Supplier tender and offer comparison | Supply switches confirmed |
| 02-126 | Renewal completion and commission follow-through | Contract notice deadlines met |
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
CLIENT ACCOUNT / METER IDENTIFIER / SUPPLY PERIOD
Retain meter IDs, consumption units, contract end dates, termination windows, tariffs and quote validity. Compare supplier offers on the same load profile, separating standing charges, taxes and commission assumptions.
Your AI agentPrepared for commercial energy brokerages
An example record for client account, meter identifier, supply period, comparable tenders issued.
The useful next step
Reconcile meter IDs, consumption periods and contract notice dates.
Built around the details that matter
Procuring energy supply contracts rather than auditing bills
Reconcile meter IDs, consumption periods and contract notice dates.
Compare like-for-like offers and chase supplier acknowledgements.
Follow accepted terms through verified switches and commission records.
A small tool for a real job
Follow unmatched meter IDs, expiring supplier offers and approaching contract notice dates before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
Try your own numbers
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Add a job reference and the details you already know.
Client account and meter identifier, ready to check.
Give your specialist the outcome and let it carry the work forward.
Keep working records in Files and Tasks.
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
Count one verified client tender and supply period outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Recorded cases · outcomes
Count one verified meter discrepancy ID outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Recorded cases · outcomes
Count one verified meter switch event outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Average · hours
Elapsed hours from complete meter brief receipt to first tender issue. Use the actual start and end timestamps for the same business record, store the calculated duration once with source references and exclude pending cases, missing timestamps, reversed intervals and illustrative examples. Do not infer elapsed time from a current status or sum repeated snapshots.
Observed rate · %
Population: completed contract notices, each with a stable record ID and an actual completed assessment. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Compare actual completion with the original agreed deadline; retain its timezone and do not move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
Population: completed offer-comparison assessments, each with a stable record ID and an actual completed assessment. Numerator: met; denominator: met plus not_met from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Apply the recorded requirement checklist or acceptance criteria; preserve failures as well as passes and link the supporting evidence. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
The starting instructions, intake questions and working rules already match commercial energy brokerages. Add your service list and one example of your tone when you are ready.
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask your energy procurement renewals to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
Yes. It can follow tender responses, quote expiries, acknowledgements and switch evidence. Supplier decisions and live supply status come from the connected records, while your commercial mandate controls execution.
No. This is an AI agent specialised for commercial energy brokerages, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
After payment, we prepare your AI agent for commercial energy brokerages, its workflows and your energy procurement renewals working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Compare the working records and business types each specialist is prepared for.
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