Billing Preflight
An invoice isn't ready until it's been verified.
Truviate links your agreements, approved work and draft invoices to verify what should be billed before it is sent — with the evidence behind every finding.
Independent verification · Human-confirmed billing rules · Deterministic calculations · Evidence for every finding
Truviate is the last check before every invoice.
Acme CorpAugust 2026Billing Preflight
Running- Trace
- Match
- Compare
- Gap
- Calculate
- Verify
Sample data. Every figure is calculated from the agreement, approved work and draft invoice.
The problem
A draft invoice can be accurate — and still be incomplete.
The retainer line is right. The overage line does not exist. That is the gap a preflight closes.
Agreed
40 h
Delivered
48.5 h
Drafted
Retainer only
Unbilled
Delivered − agreed allowance, priced at the contract rate.
Illustrative product example based on a Truviate regression scenario — not a customer claim.
What a Billing Preflight compares
- 01Billing rules confirmed from the agreement or SOW
- 02Approved work and applicable expenses for the period
- 03The draft invoice you are about to send
Truviate checks one narrow thing: whether supported, contractually billable work represented by the available evidence appears correctly in the draft invoice.
What it does not address
- Unlogged time
- Rates or pricing you agreed to
- Collections and late payment
- Discounts you chose to give
- Scope you delivered free on purpose
- Utilization or capacity problems
How it works
Extract. Match. Compare. Classify.
The AI reads and proposes. You confirm the billing rules. A deterministic engine calculates the money and classifies every finding with its reason.
Master Services Agreement · p. 6
4. Fees
4.1 Client shall pay the Fees set out in each Statement of Work in accordance with Section 6.
4.2 Client shall pay a monthly retainer of six thousand dollars ($6,000) covering up to forty (40) hours of Services per calendar month. Hours performed in excess of the monthly allowance shall be invoiced at one hundred seventy-five dollars ($175) per hour, subject to Client's prior written approval of the time entries.
4.3 Approved third-party costs are reimbursable at cost.
40 h Monthly allowance
$175 / hour Overage rate
Billing clause located · proposed for confirmation
Sample data from the Acme preflight. Documents are shown verbatim, in their original language.
01 · Extract
The clauses that decide what is billable are located in the agreement.
Upload the MSA, SOW or amendment. Billing clauses are proposed as terms — allowance, rate, milestone conditions — each attached to the clause it came from. Nothing counts until a person confirms it.
02 · Match
Approved work is matched to the confirmed rules for the period.
Export approved time and expenses from the tools you already use. Rows dated inside the period and marked approved are matched to the rule; unapproved rows are listed, never counted.
03 · Compare
The draft invoice is compared with what the evidence supports.
Add the invoice you are about to send. The engine checks which supported amounts appear, which are absent, and whether the stated total matches its lines.
04 · Classify
Every finding is classified with its reason — never scored.
VERIFIED_MISSING when every condition has evidence and the amount is calculated deterministically. NEEDS_REVIEW when a condition still needs a person: the amount is affected, not verified. INSUFFICIENT_EVIDENCE when nothing can be concluded.
Nothing affects a financial finding until you have confirmed the rule it relies on.
01 · Extract
The clauses that decide what is billable are located in the agreement.
Upload the MSA, SOW or amendment. Billing clauses are proposed as terms — allowance, rate, milestone conditions — each attached to the clause it came from. Nothing counts until a person confirms it.
Master Services Agreement · p. 6
4. Fees
4.1 Client shall pay the Fees set out in each Statement of Work in accordance with Section 6.
4.2 Client shall pay a monthly retainer of six thousand dollars ($6,000) covering up to forty (40) hours of Services per calendar month. Hours performed in excess of the monthly allowance shall be invoiced at one hundred seventy-five dollars ($175) per hour, subject to Client's prior written approval of the time entries.
4.3 Approved third-party costs are reimbursable at cost.
Proposed term40 h Monthly allowance
Proposed term$175 / hour Overage rate
Billing clause located · proposed for confirmation
02 · Match
Approved work is matched to the confirmed rules for the period.
Export approved time and expenses from the tools you already use. Rows dated inside the period and marked approved are matched to the rule; unapproved rows are listed, never counted.
Approved time · August 2026
Date Person Hours Approved 2026-08-03 M. Okafor 6.5 2026-08-11 L. Brandt 8.0 2026-08-19 S. Iyer 7.5 2026-08-27 M. Okafor 5.0 16 more approved rows … 20 approved entries48.5 hMatched to the confirmed rule · 40 h included · $175/h beyond
03 · Compare
The draft invoice is compared with what the evidence supports.
Add the invoice you are about to send. The engine checks which supported amounts appear, which are absent, and whether the stated total matches its lines.
Draft invoice NWD-2026-0814
- Monthly retainer · August 2026$6,000.00
- Milestone 2 · Design system delivery$6,000.00
- Overage · 8.5 h beyond the allowanceabsent
Stated total$12,000.00A retainer line and a milestone line, both present. No line matches an overage, additional or excess-hours concept.
04 · Classify
Every finding is classified with its reason — never scored.
VERIFIED_MISSING when every condition has evidence and the amount is calculated deterministically. NEEDS_REVIEW when a condition still needs a person: the amount is affected, not verified. INSUFFICIENT_EVIDENCE when nothing can be concluded.
Nothing affects a financial finding until you have confirmed the rule it relies on.
Findings · Acme · August 2026
- Overage hours · 8.5 h × rate$1,487.50VERIFIED_MISSING· Verified missing
- Production deployment · milestone 3$7,500 affectedNEEDS_REVIEW· Needs reviewDeployment confirmed · written acceptance missing
- Not enough evidence to conclude. Nothing is invented.—INSUFFICIENT_EVIDENCE· Insufficient evidence
- Sample data from the Acme preflight. Documents are shown verbatim, in their original language.
- 01AI extracts and proposes.
- 02Humans confirm financial rules.
- 03Deterministic logic calculates money.
The product
Three screens. One chain of evidence.
The real product on controlled test data — captured from the demonstration workspace, not mockups. One concept per screen.
Synthetic workspace, clients and figures written by Truviate for testing. No customer data.
The verified missing figure leads; every attention line ends in a verb.
Evidence Trace
Every finding carries its chain.
A finding is not a score. It is a chain: the clause, the evidence, the invoice comparison, the arithmetic, the classification. Select any step to see its source.
- 01The agreement or SOW rule it relies on
- 02The approved delivery evidence
- 03The corresponding state of the draft invoice
- 04The deterministic calculation
- 05Why it was classified this way
- 06The human action still required
Source evidence is shown verbatim or clearly labelled as a summary — never paraphrased as a quote.
Needs review
NEEDS_REVIEW is not a smaller VERIFIED_MISSING.
When one condition still needs a person, the amount is shown as affected — never as verified. Uncertainty stays visible instead of becoming invented revenue.
A simplistic automation
Milestone completed
counted as billable$7,500
One signal, one amount. Nobody asked whether the contract makes that amount billable yet.
Truviate
Production deployment · milestone 3
- Deployment
- Confirmed
- Written acceptance
- Missing
- Affected
- $7,500
- The value at stake while a condition still needs a person.
- Verified missing
- $0.00
- Nothing is verified until every condition has evidence.
Two conditions, one with evidence. The value is counted as affected, not verified — and the record says why.
Keep your stack
Keep your stack. Add a control layer before billing.
Not another agency operating system.
- ContractMSA, SOW, amendmentPDF · DOCX
- TimeApproved time entriesCSV · XLSX
- DeliveryMilestone evidence, acceptanceCSV · XLSX
- FinanceExpenses, draft invoiceCSV · XLSX · PDF
- Exports you upload · nothing is connected
- Agreement → confirmed rules
- Approved work & expenses
- Draft invoice reconciliation
- ● Verified finding
Every condition has evidence; the amount is calculated deterministically.
- ● Human review required
A condition still needs a person; the amount is affected, not verified.
- Project management
- PSA
- Time tracking
- CRM
- Accounting software
- Finance judgment
It verifies the financial output before billing.
Where the exports come from
The exports from your current tools (CSV, XLSX): time, work, finance.
How this differs from an agency operating system
Runs the workflow. — Project management · Time tracking · Accounting · Invoicing
Independently verifies the result. — Agreement · Approved work · Draft invoice · Evidence Trace
First real Billing Preflight
Don’t trust a demo. Test it on a real billing cycle.
Give us one upcoming billing cycle. Truviate compares the agreement, approved work, applicable expenses and draft invoice before the invoice is sent.
- Client
- 1
- Billing cycle
- 1
- Card
- 0
- Your first full Billing Preflight is free.
- If nothing meaningful is found, Truviate does not manufacture a result.
Early design-partner access. No commitment. No payment card.
Security
Financial data deserves financial-grade restraint.
Controls that exist today, stated plainly. Nothing here is a badge.
View security architectureWorkspace isolation in the database
Row-level security filters every query to your workspace at the database, not only in the application code.
Private storage, deletable on demand
Files sit in a private bucket under your workspace prefix and are read only by the server, to extract their text; they are never served back to the browser. Delete any raw file immediately (recent second factor required); the rest is removed automatically by the daily run that follows the retention period: 30 days by default, 7 to 90 days at the owner’s choice.
AI proposes. A person confirms. Code calculates.
The model only proposes billing terms from the agreement text. Nothing affects a finding until you confirm it, and every amount comes from deterministic integer arithmetic.
MFA, step-up and session control
TOTP multi-factor authentication before the first upload, a recent second factor for sensitive actions, and the ability to sign out your other sessions from the security settings.
No document contents in analytics or error reports
Events carry identifiers and timings, never contract text, invoice lines or amounts. No third-party certification is claimed — because none is held yet.
Simple pricing
One free Preflight. Then a tier sized to your team.
First real Billing Preflight free. Then three monthly tiers by headcount, and Enterprise on quote.
Your first real Billing Preflight is free.
Examine the results on your own data before deciding to set up recurring verification.
One workspace. One tier. No seat fees.
Invite the people who need to review billing. Your price doesn't increase per seat.
Running a larger billing operation? Talk to us.
See pricing detailsAgency
Billed monthly in USD. Cancel anytime from the billing portal.
Up to 49 people
- Recurring Billing Preflights
- Client agreements and Billing Rules
- Evidence Trace on every finding
- Team workspace, no seat fees
- Monthly, cancel anytime
Growth
Billed monthly in USD. Cancel anytime from the billing portal.
50 to 99 people
- Recurring Billing Preflights
- Client agreements and Billing Rules
- Evidence Trace on every finding
- Team workspace, no seat fees
- Monthly, cancel anytime
Scale
Billed monthly in USD. Cancel anytime from the billing portal.
100 to 200 people
- Recurring Billing Preflights
- Client agreements and Billing Rules
- Evidence Trace on every finding
- Team workspace, no seat fees
- Monthly, cancel anytime
Enterprise
Contract, setup and invoicing agreed together. No online payment.
More than 200 people
- Everything in Scale
- Several entities or workspaces
- Custom contract and invoicing
Frequently asked questions
Questions agencies ask before deciding
Are my contracts and data secure?
Row-level security filters every query to your workspace at the database, not only in the application code.
Files sit in a private bucket under your workspace prefix and are read only by the server, to extract their text; they are never served back to the browser. Delete any raw file immediately (recent second factor required); the rest is removed automatically by the daily run that follows the retention period: 30 days by default, 7 to 90 days at the owner’s choice.
TOTP multi-factor authentication before the first upload, a recent second factor for sensitive actions, and the ability to sign out your other sessions from the security settings.
No third-party certification is claimed — because none is held yet.
The data processing agreement applies to the documents you upload.
Does the AI decide the amounts?
No. AI proposes. A person confirms. Code calculates.
The model only proposes billing terms from the agreement text. Nothing affects a finding until you confirm it, and every amount comes from deterministic integer arithmetic.
Which files are needed, and in which formats?
The agreement: the MSA, SOW or amendment — PDF or DOCX.
Approved time and expenses, exported from the tools you already use — CSV or XLSX.
The invoice you are about to send — PDF or CSV.
Do we need to connect our tools?
No. Start with the exports you already have. No integration setup and no write-back required; nothing is connected to your tools.
What if Truviate finds nothing?
If nothing meaningful is found, Truviate does not manufacture a result.
Your first real Billing Preflight is free. Examine the results on your own data before deciding to set up recurring verification.
How much does it cost?
Your first real Billing Preflight is free.
Then three monthly tiers by headcount: up to 49 people, $499 USD; 50 to 99 people, $999 USD; 100 to 200 people, $1,499 USD — per month excluding tax.
One workspace, no seat fees, cancel any month. More than 200 people: Enterprise, on quote.
Does Truviate replace our invoicing tool or our PSA?
No. Truviate is an independent verification layer. Keep your project management, time tracking, accounting and invoicing; export what you already have.
Truviate does not replace: project management, PSA, time tracking, CRM, accounting software, finance judgment.
It checks the draft invoice you are about to send against the confirmed agreement and the approved work. It does not create, send or collect invoices.
Never let another invoice go out without verification.
One check before the invoice goes out. A record of every finding after it does.
First real Billing Preflight free · No card · Keep your stack