Upload a document
AI assistChoose a file
Drop a PDF or image here
Bills, supplier contracts, Letters of Consent, LOAs, confirmations. Scans are fine.
Or try an example
ContractEle Contract - Riverside - Dynegy - 2026.09.25 - COUNTERSIGNED.pdf5 pages · a signed agreement has its own review: supplier, price, term, accounts, signaturesUse this LOCLOC (Exclusive) - Riverside - 2026.09.11 - SIGNED.pdf
1 page · fills the customer record: name, contact, exclusivity, date (see New customer, step 3)Use this
Where it belongs
Customer
Document type
What happens nextThe pages are read, the document and customer are identified, and every account in the file is found. You review everything before it is saved.
Reading the file
Ele Bills - Riverside - Penn Power - 2026.07 - 3 accts.pdf{{t.mark}}{{t.label}}{{t.out}}
{{readNote}}
What was found
Document{{foundDoc}}
Utility{{foundUtility}}
Customer{{foundCustomer}}
Accounts in this file{{foundAccounts}}
Bill period{{foundPeriod}}
Ele Bills - Riverside - Penn Power - 2026.07 - 3 accts.pdf
Bill · electric 98%
Penn Power 97%
Riverside Medical Group 94%
3 accounts found
Reviewing account
{{cur.match}}
{{cur.pageTitle}}
Boxes show where each value was readPennPower
Billing period: HJun 09 to Jul 09, 2026
Account Number: A{{cur.accountNo}}
Amount due · Due date
Customer Number · Rate Category
B{{cur.altNo}} C{{cur.rateClass}}
Price to compare: I13.73 cents per kWh
Usage information for Meter D{{cur.meter}}
KWH used: E{{cur.periodKwh}}
Billing information for AEP Energy, Inc.
Generation & transmission G{{cur.periodKwh}} kWh × $0.09197
Last 12 Months Use (KWH): F{{cur.annualKwh}}
Proposed values for account {{cur.accountNo}}
| Field | Read from the bill | Confidence | Source | Current record | Accept |
|---|---|---|---|---|---|
| {{r.field}} | {{r.value}} | {{r.conf}} | {{r.mark}}p.{{cur.page}} | {{r.current}} |
What will change for this account
{{c.kind}}{{c.text}}
{{remainingNote}}
Saved
3 accounts updated from one bill
AddedJuly 2026 usage to three accounts: 12,405 · 381 · 1,382 kWh
UpdatedAnnual usage on three accounts; customer total now 4,310,200 kWh (was 4,297,400)
UpdatedService class and meter confirmed on all three; no changes
FlaggedSupplier on bill (AEP Energy) differs from contracted supplier (Dynegy, from Oct 2026) — left as an observation on each account
FlaggedTax lines present on a tax-exempt account — task suggested for the owner
FiledDocument stored under Riverside Medical Group as Bill, linked to accounts 207, 215 and 223
LoggedActivity log: "3 accounts updated from uploaded bill (AI assist, reviewed by Eva)"
Time this took
ReadingAbout 20 seconds for 3 pages
ReviewThree accounts, two flags, one decision each
Typed by handNothing. Every value came off the page with a pointer to where it was read.
BeforeRead each page, type 10 fields per account into the tracker, sum the annual figures, convert units.