finance
When a client's portal sends its parts export, an agent checks every part against the materials your field service engineers put on the job. Anything logged on one and not the other goes to finance before the invoice is raised.
Excelhow it runs
Describe the check once in Agent Builder, test it on a real portal export, then let it read every one that lands.
01
Say which export to read, what to check it against and who to tell. Agent Builder plans the steps.
One sentence, six steps
02
With the steps built, a test run checks Tuesday's portal export against the materials on 3 visits and finds one that doesn't match.
Tested on a real portal export
03
Kate gets a workbook of the two visits that don't match, with what the portal shows and what's on the job.
Checked before it's invoiced
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
01
Describe it
Say which export to read, what to check it against and who to tell. Agent Builder plans the steps.
One sentence, six steps
Describe the automation you need. I will add nodes and wire the canvas.
Describe the workflow you want to build…
before and after
Brookfield FM's parts export for Wed 28/10, 4 visits, arriving at 18:10.
The parts
Without Centrus: Billed from the job, the portal never opened
With Centrus: Every part checked against the job's materials
Sam's filters
Without Centrus: 4 billed against 2 on the portal, then disputed
With Centrus: Flagged to Kate before the invoice is raised
Priya's contactor
Without Centrus: Logged on the portal and never billed
With Centrus: Found on the portal, missing from the job
Kate
Without Centrus: Finds out when Brookfield queries the invoice
With Centrus: Gets the differences in one workbook
keep going
Invoices chased, matched, checked against the contract and sent.
Centrus AIin the 30 minutes
Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing
