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Energy brokers.

Upload bills, offers and customer data. ActaFlow compares consumption, costs and deadlines and prepares the summary for the back office.

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A few examples for your industry.

Check deadlines and validity of offers and attachments

ActaFlow gathers the dates from the offer and attachments into a table and flags any that don't match.

See how it works
Start from
  • Offer and related attachments
  • Date to check validity against
Get

Summary of validity and open queries

With review by the person responsible
An example you can configure in ActaFlow

Preparing an energy case for the back office

ActaFlow gathers customer data, the chosen offer and documents into a summary. The back office sees what's ready and what's missing.

See how it works
Start from
  • Customer request and case documents
  • Back office checklist
Get

Summary and attachments for the back office

With review by the person responsible
An example you can configure in ActaFlow

Compare the first bill with the signed contract

ActaFlow compares prices, fixed charges and periods on the first bill with the accepted terms and prepares a request for clarification.

See how it works
Start from
  • Accepted commercial terms and supply confirmation
  • First bill, full detail
Get

Draft request with attached statement

With review by the person responsible
An example you can configure in ActaFlow

Reconstructing a billing adjustment between bills and meter readings

Upload bills and readings. ActaFlow reconstructs the recalculated periods and prepares the statement for review before requesting clarification.

See how it works
Start from
  • Billing adjustment bill and relevant previous invoices
  • Available readings with date and type
Get

Draft query and invoice index

With review by the person responsible
An example you can configure in ActaFlow

Comparing commissions and reversals with agency contracts

ActaFlow links the statement lines to the available contracts and prepares a list of amounts and reasons to be checked.

See how it works
Start from
  • Principal's statement and correction notes
  • List of contracts with codes and available statuses
Get

Draft request for details on reversals

With review by the person responsible
An example you can configure in ActaFlow

Comparing sites, POD and PDR in a multi-site client’s documents

Upload the site list, multi-site annex and bills. ActaFlow prepares a table by POD or PDR with matches and documents to be confirmed.

See how it works
Start from
  • Site list provided by the customer
  • Multi-site attachment and variations available
Get

Table by site and draft request

With review by the person responsible
An example you can configure in ActaFlow

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