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AI agent for head of operations

Property Utility Account Reconciliation Agent

Every utility statement matched to the right meter, property and period.

Property Utility Account Reconciliation Agent: what goes in, what the agent does and what you get

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Statements arrive 2 USES A TOOL Read statement details 3 USES A TOOL Match meter and account IDs 4 CHECKS THE RESULT Do meter ID and billing period match the register? If not: record a discrepancy and ask the supplier. Backto step 3. 5 DOES Split periods by occupancy dates 6 DOES Prepare the review workpaper 7 YOU APPROVE Property ops approves payment and allocations 8 RESULT Utility reconciliation
Read the steps as a list
  1. Statements arrive
  2. Read statement details
  3. Match meter and account IDs
  4. Do meter ID and billing period match the register?If not: record a discrepancy and ask the supplier. Back to step 3.
  5. Split periods by occupancy dates
  6. Prepare the review workpaper
  7. Property ops approves payment and allocationsThe agent waits here for your OK.
  8. 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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensOn October 3, 42 statements arrive. Two share 18 Market Street but have meter IDs E-5521 and E-5524, so they stay separate. One gas bill covers August 20 to September 20, overlapping a bill already processed. The check fails, so the agent records a duplicate-period discrepancy and asks the supplier. A corrected bill arrives, and property ops approves payment and allocations.

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