Plan and order records: The agreed lines, quantities, and commercial scope. Delivery data: Recorded delivery for the selected channels and period. Review rules: Materiality thresholds and responsible reviewers.
Who uses it
Finance reviewer + delivery owner
The workflow
From delivery records to billing exceptions.
A billing review should start with a shared view of what was planned, ordered and delivered. This workflow pulls the records, classifies discrepancies and proposes corrections, so finance can resolve material exceptions before close. Variance is plan net minus recognized revenue.
01
AI assistance
Pull the plan lines
Pull plan lines from the BI Lake as the authoritative baseline for the period and channels in scope: digital, audio, streaming, linear TV and radio.
Produces: the plan baseline.
02
AI assistance
Pull the latest delivery
Pull delivery actuals, keeping the latest record for each plan line.
Produces: current delivery per line.
03
AI assistance
Pull the corrected orders
For linear TV and radio, pull the orders-corrected WideOrbit and KATZ records.
Produces: order records for broadcast lines.
04
AI assistance
Compare, classify and recommend
The reconciliation engine compares plan, orders and delivery, classifies each discrepancy, proposes corrections and prepares a billing recommendation.
Produces: classified discrepancies and a billing recommendation.
05
Human decision
Approve material discrepancies
When material discrepancies require it, the workflow pauses for an authorized reviewer to approve, change or reject the proposed corrections. Approval does not issue invoices or credit memos.
People decide: material corrections before close.
06
AI assistance
Final report and close receipt
Prepare the final reconciliation report and close receipt, with each exception and its resolution.
Produces: a reconciliation report and close receipt.
The workflow prepares billing recommendations. Invoice or credit issuance remains a separate authorized action.
What comes out
A reconciliation brief and exception record
Reconciliation brief
Planned, ordered, and delivered activity compared.
Exception list
Discrepancies, evidence, and proposed corrections.
Review record
Approved recommendations and unresolved items.
Explore related workflows
Check pricing and inventory before approval
Check a proposed plan against approved pricing rules and available inventory before your team makes a commitment.
People decide: commercial exceptions and commitments.
