Resolve payment exceptions before balances grow.
Failed installment payments are noticed late.
Est. deploy 4–6 weeksSee the walkthrough
Back Office & Finance · Financial Services
Find fee mismatches before billing.
Fee schedules and billed amounts are compared manually.
For: Finance controllers and the team responsible for back office & finance in financial services.
01 · The outcome
What good looks like.
The team has a reviewed fee exception report without payment authority, with source evidence and an explicit approval before any external action. Track billing discrepancies caught before invoicing against a baseline; do not assume automation improves it.
A connected workflow that uses approved fee schedule, billing period, and proposed fee lines to recalculate contractual fees using deterministic rules and flag deviations for review. It produces a reviewed fee exception report without payment authority.
Where AI helps, and where a person decides.
AI can recalculate contractual fees using deterministic rules and flag deviations for review. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The finance controller verifies the source facts and approves the final action.
Finance controller is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Finance controller: Capture the source and scope
- Finance controller: Review the proposed outcome
- Finance controller: Release only the approved version
- Finance controller: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A proposed billing file is produced. Connect only approved fee schedule, billing period, and proposed fee lines. The finance controller confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to recalculate contractual fees using deterministic rules and flag deviations for review. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a reviewed fee exception report without payment authority against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Finance controller has recorded approval or a reason to hold the item.
After explicit approval, save a reviewed fee exception report without payment authority in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review billing discrepancies caught before invoicing each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=finance-fee-reconciliation
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- FINANCE-FEE-RECONCILIATI-DEMO-001
- Trigger
- A proposed billing file is produced.
- Owner
- Finance controller
- Prepared output
- a reviewed fee exception report without payment authority
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Billing discrepancies caught before invoicing
Start with your tools.
Connect Salesforce, Microsoft 365, Compliance archive through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
Try this week / no DAVID required
A useful first step.
This week, have your finance controller time five examples of this work. Use redacted copies of approved fee schedule, billing period, and proposed fee lines to make a reviewed fee exception report without payment authority manually, then list which fields required judgment.
What to measure.
- Billing discrepancies caught before invoicing
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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