Bill Analysis

Bill Analysis

Insight Behind Every Charge

Problem icon

The Problem

Business customers don't just want to see their bill, they need to understand it.

Charge variances, usage anomalies, allocations, and credits generate high-cost inquiries that erode both margins and trust. For the customers that don't have dedicated finance staff to scrutinize every line, their analysis needs to happen automatically - not on request.

How it works icon

How it Works

Bill Analysis turns raw billing and usage data into investigable, reportable, exportable insight.

Bill Analysis ingests every line of billing and usage data into a unified analytical layer. Users apply filters, tags, and hierarchy scopes to isolate what matters, then view interactive graphs, charts, and sparklines that surface anomalies and trends. Findings can be saved, scheduled, or exported directly into downstream financial workflows.

For customers with the CSP Intelligence module, Bill Analysis doesn't wait to be seen. Anomalies are detected, variances are flagged, and summary communications are pushed out. The insight finds them, not the other way around.

OUTCOMES

For CSPs

CSP icon
  • Increased trust through self-service investigability
  • Reduced disputes through proactive transparency
  • Offer reporting insights across the customer base
  • Detect and prevent revenue leakage with proactive variance and anomaly detection across the customer base
  • Monetize advanced analytics through premium-tier platform access and tiered product packaging

For Your Business Customers

Business customer icon
  • Clear, line-level cost breakdowns
  • Usage visibility tied to operational decisions
  • Better financial tracking and chargeback support
MODULE FEATURES

Hierarchy Import

Enterprise

Import and manage organizational hierarchies offline in a CSV file, using the tool business customers already trust: Excel. Bulk actions translate directly into hierarchy changes across every assigned account and service.

Why It's Important

  • Auto-validates changes with line-level error logs
  • Cuts CSR calls with self-service hierarchy changes at scale
  • Speeds onboarding using existing accounting and directory data

Native Excel Export

EnterpriseSMB

One-click export of reports and statements into fully-formatted Excel documents for further analysis or use in different systems. Native Excel export supplements existing PDF, CSV, and XML report delivery options.

Why It's Important

  • Removes need for third-party export tools
  • Reduces export friction and support requests

Custom Statement Management Views

EnterpriseNewSMB

A configurable statement grid with a column picker and saved views. Carriers can ship default views and customers can build and save their own to fit exactly how they work.

Why It's Important

  • Cuts DSO with faster statement navigation

Consolidate Payments

EnterpriseSMB

A complete payment experience covering one-time, post-dated, recurring, and grouped payments, with granular permissions, allocation recording, and integration into the carrier's payment gateway and AR systems.

Why It's Important

  • Reduces AR processing costs and CSR volume
  • Improves payment accuracy across multiple accounts
  • Accelerates cash flow through higher adoption

Account Tags

SMB

A familiar tagging system that groups accounts by department, location, or use case, offering a simpler alternative to full hierarchies.

Why It's Important

  • Scopes reports and statements without full hierarchies
  • Auto-updates recurring report orders as tags change
  • Scales across products, segments, and account sizes

Sparklines / Trend Tools

NewSMB

Visual bill validation tools include variance, previous bill amount, and monthly trend sparklines that let customers spot anomalies at a glance and act on them immediately.

Why It's Important

  • Speeds bill validation and time to action
  • Surfaces billing anomalies early to reduce disputes
  • Builds trust with transparent, visual bill data

Advanced Filters

EnterpriseNewSMB

New options for carrier-provided defaults, favorites, plain-language descriptions, custom columns, and advanced search functionality, so customers build the exact views and reports they need without extra manual reconciliation steps.

Why It's Important

  • Cuts DSO by routing reports to the right teams faster
  • Reduces CSR volume and report-config confusion
  • Avoids internal R&D and third-party reporting costs

Unbilled / Usage Analyst

Enterprise

24/7 access to unbilled usage data with proactive alerts and reporting options, so customers spot overages, capacity issues, and anomalies before they hit the next invoice.

Why It's Important

  • Cuts CSR volume with self-service usage analysis and alerts
  • Improves cash-flow predictability by surfacing issues mid-cycle
  • Monetizable as a premium tier or in enterprise contracts

Reporting Hub Dashboard

EnterpriseNewSMB

The new Reporting Hub is a fully brandable centralized reporting experience for billing and usage insights. It brings summary, detail, and cost allocation reports into one central location, designed to help End-Users understand their data faster and act with confidence.

Why It's Important

  • Faster visibility into billing changes and trends
  • Reduces reporting-related escalations and rework
  • Improves self-service tools and customer satisfaction

Line-Level Disputing

EnterpriseNewSMB

Customers dispute the exact charge lines in question rather than the whole invoice, giving CSRs a precise, pre-scoped case and letting the rest of the bill be paid on time.

Why It's Important

  • Removes all-or-nothing bill challenges
  • Isolates disputed amounts from payable balances
  • Cuts CSR research time with charge-level detail per case
  • Pinpoints upstream billing errors for permanent fixes
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