Agentic ETL Pipelines
Extract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.
View the capabilityThinkStack for billing and collections
Match what you delivered to what you billed and collected.
In many regulated service businesses the work, the contract, the invoice, and the payment live in different systems. ThinkStack agents compare the delivery record with the agreed terms, prepare proposed charges, and match invoices to payments. Finance reviews every exception and approves every charge.
The work to improve
Find the revenue that does not line up.
A completed deliverable is not the same as a billable item, and a sent invoice is not the same as collected cash. When delivery records, contracts, invoices, and payments sit in separate systems, differences surface late, as disputed invoices or revenue nobody billed. Comparing the records continuously puts each difference in front of finance with its evidence, while finance keeps approval of every charge and every exception.
01 · Inputs your team can access
Delivery recordsApproved work, completion dates, and quantities
Contract termsRates, fees, billing model, and conditions
InvoicesIssued charges and their status
PaymentsReceipts and remittance details
ThinkStack
Configured agents, tools, and workflow steps
Agentic ETL PipelinesExtract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.Data Analysis PlaygroundRun SQL and Python analyses, then inspect the code, tables, charts, and execution records.Flow OrchestratorDefine the sequence of steps, tool calls, inputs, and outputs for a repeatable workflow.Document Writing AgentsReview proposed edits as tracked changes, with supporting source passages, author details, and revision history.Policy & GuardrailsConfigure and test runtime rules. Inspect which rule applied, the text that matched, and the action recorded.Observability & TracingInspect tool calls, source retrievals, generated responses, errors, and usage costs for each run.
Defined access · Configured checks · Accountable reviewers
02 · Outputs for review
Proposed chargesBased on approved delivery and contract termsReconciliation reportDelivery, invoice, and payment comparedException listDifferences with the evidence for each
Where to start
Three places to start
Choose one contract type and a billing model you can describe in a page. These workflows show the pattern; systems, approvals, and any write-back depend on your configuration and your finance team's requirements.
01Prepare charges from approved deliveryPropose each charge with the contract terms and delivery evidence beside it.
- Start with
- An approved delivery record, the contract terms, and the agreed billing model.
- Agent preparation
- Read the delivery record and the contract, calculate the proposed charge, and show the terms and quantities used.
- What your team receives
- A proposed charge with the contract clause and the delivery evidence next to it.
- Human review and approval
- Finance approves, adjusts, or rejects each charge. For hourly work, use approved actual time records, never estimates.
- What to measure
- Charges accepted unchanged, time to prepare each charge, and disputed charges.
02Reconcile invoices and paymentsMatch payments to invoices and list what does not match.
- Start with
- Issued invoices, payment records, and remittance details.
- Agent preparation
- Match payments to invoices, flag short, late, duplicate, or unmatched amounts, and attach the supporting records.
- What your team receives
- A reconciliation report listing each difference with its evidence.
- Human review and approval
- Finance resolves each exception and records the outcome. Completion, billability, invoicing, and payment stay separate statuses.
- What to measure
- Time to close a period, unmatched items carried forward, and exceptions resolved.
03Explain a varianceShow why billed and expected revenue differ.
- Start with
- A period where billed and expected revenue differ.
- Agent preparation
- Run the comparison in code you can inspect, group the differences by cause, and draft a short explanation with the figures and their sources.
- What your team receives
- A variance explanation with the calculations behind each figure.
- Human review and approval
- The controller checks the calculations and the explanation before anything goes to leadership.
- What to measure
- Time to explain a variance, and figures the controller had to correct.
Review example
Compare delivery, invoice, and payment
The reviewer sees what was delivered, what the contract says it is worth, and what was invoiced.
- Delivered
- 120 completed items, approved March 31 (example)
- Contract rate
- $40 per item (example)
- Expected charge
- $4,800
- Invoiced
- $4,400
- Reason flagged
- The invoice is $400 below the expected charge
- Reviewer action
- Finance confirms an agreed credit, or issues a corrected invoice
Finance owns pricing, approval, invoicing, and exception decisions. The agent prepares and compares; it does not issue invoices or change contract terms. Any write-back to a billing or accounting system must be scoped, permitted, tested, and approved.
Pilot measurement
Measure the cycle from delivery to cash.
Compare a closed period before the pilot with a comparable period during it. Count the time finance spends reviewing and correcting, not only the time the agent saves.
- Billing lag
- Days from approved delivery to a sent invoice.
- Unmatched items
- Invoices or payments without a match at period end.
- Finance effort
- Hours spent preparing, reviewing, and resolving exceptions.
- Accuracy
- Charges corrected after approval.
Platform capabilities
The modules behind these workflows
Review the relevant capabilities with your technical team and confirm the configuration for the intended use.
Data Analysis Playground
Run SQL and Python analyses, then inspect the code, tables, charts, and execution records.
View the capabilityFlow Orchestrator
Define the sequence of steps, tool calls, inputs, and outputs for a repeatable workflow.
View the capabilityDocument Writing Agents
Review proposed edits as tracked changes, with supporting source passages, author details, and revision history.
View the capabilityRelated
Explore related pages
See how this outcome connects to the work of other teams and industries.
Common questions
Before you plan the workflow
Does this send invoices automatically?
No. Agents prepare proposed charges and comparisons. Finance approves each charge and each exception. Whether anything is written back to an accounting or billing system is scoped, tested, and approved separately.
Which systems does it work with?
It works through the data exports, APIs, or file handoffs your team permits. We do not assume a prebuilt connection to a specific accounting or billing system; we will confirm scope with your finance and IT teams.
How does it handle different billing models?
Per-item, hourly, and fixed-fee contracts need different rules. Configure one model first, and for hourly work use approved time records only.
How do we start?
Choose one contract type and a closed period you have already reconciled by hand. We will compare the results with yours and count finance review time.