AI agent for head of operations
Property Utility Account Reconciliation Agent
Every utility statement matched to the right meter, property and period.
What it does
Utility statements for a property portfolio get linked to the wrong building, meter or billing period, so costs land on the wrong tenant or get paid twice. This agent reads each incoming statement and matches meter IDs, account numbers and billing dates against the account register and occupancy dates. Separate meters at the same street address are never combined. It checks for overlapping periods and unusual jumps in consumption, records each discrepancy with the reason, and prepares a review workpaper with proposed allocations. Property operations approves payment and any recharge to tenants. Edge case: a statement covering days after a tenant moved out is split at the move-out date, and the vacant days go to the owner.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Statements arrive
- Read statement details
- Match meter and account IDs
- Do meter ID and billing period match the register?If not: record a discrepancy and ask the supplier. Back to step 3.
- Split periods by occupancy dates
- Prepare the review workpaper
- Property ops approves payment and allocationsThe agent waits here for your OK.
- Utility reconciliation
How it decides
It matches by meter ID and billing dates, not address.
- Meters are matched by ID, never by address.
- Overlapping billing periods are discrepancies.
- Charges are split at move-in and move-out dates.
- Large consumption jumps are flagged for review.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Account register and occupancy sources
- Consumption jump that triggers review (default 40% above last year)
- Allocation rules for vacant periods
- Who approves payment (default: property operations manager)
- Workpaper format
What keeps you in control
It always asks you first
- Paying bills
- Tenant charges
Hard limits
- No payments.
It stops when
- Done: reconciled.
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide