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AI agent for energy engineers

Utility Bill and Tariff Audit Agent

Every bill is verified against the tariff and meter data, and tariff savings are quantified.

Utility Bill and Tariff Audit Agent: what goes in, what the agent does and what you get

What it does

A meter multiplier is wrong, a demand charge was applied twice or the site sits on the wrong tariff, and it goes unnoticed for a year. This agent reads each bill and the matching meter data, recalculates the charges under the contracted tariff, and flags differences in energy, demand, fixed fees, taxes and credits. It checks the meter readings and multipliers against interval data. It then tests alternative tariffs against the load profile to see if a switch would save money, with a note on lock-in terms. You approve any dispute or switch. Edge case: a bill that covers a different number of days than the meter period is checked for pro rata errors.

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, continueApprovedYes, continueApprovedNoNo 1 STARTS WHEN Utility bill received 2 USES A TOOL Read the bill lines and the matching meter data 3 DOES Check meter reads, multipliers and billing period 4 DOES Recalculate the charges under the contracted tariff 5 CHECKS THE RESULT Do recalculated charges match the bill withintolerance? If not: list each difference with the tariff clause andthe amount. Back to step 3. 6 DOES Draft a dispute with evidence for each error 7 YOU APPROVE Engineer approves disputes 8 USES A TOOL Test alternative tariffs against the load profile 9 CHECKS THE RESULT Does the best alternative save more than thethreshold after fees? If not: try other tariff options or conclude no switchis worth it. Back to step 8. 10 YOU APPROVE Engineer approves any tariff switch 11 RESULT Bill audit record
Read the steps as a list
  1. Utility bill received
  2. Read the bill lines and the matching meter data
  3. Check meter reads, multipliers and billing period
  4. Recalculate the charges under the contracted tariff
  5. Do recalculated charges match the bill within tolerance?If not: list each difference with the tariff clause and the amount. Back to step 3.
  6. Draft a dispute with evidence for each error
  7. Engineer approves disputesThe agent waits here for your OK.
  8. Test alternative tariffs against the load profile
  9. Does the best alternative save more than the threshold after fees?If not: try other tariff options or conclude no switch is worth it. Back to step 8.
  10. Engineer approves any tariff switchThe agent waits here for your OK.
  11. Bill audit record

How it decides

A bill passes when recalculated charges match within tolerance. Alternative tariffs are recommended only if savings exceed the threshold after fees and terms.

  • Difference over 2 percent or 100 dollars: draft a dispute
  • Meter multiplier differs from the site record: flag as a probable systematic error
  • Savings under 5 percent: no switch
  • Tariff has lock-in over 12 months: show the exit cost with the savings

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Dispute threshold (default 2 percent or 100 dollars)
  • Savings threshold for a switch
  • Tariffs to compare
  • Meter and site list
  • Currency

What keeps you in control

It always asks you first

  • Disputes sent to the utility
  • Tariff switches

Hard limits

  • Never sign or send a dispute or switch request
  • Never change meter data

It stops when

  • Done: bill verified or disputed
  • Stop: tariff document missing

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 happensA factory bill for March showed 48,200 kWh and a demand charge for 920 kW. Interval data showed a peak of 840 kW, and the check failed, a 6,900 dollar difference over the ratchet clause. The agent drafted a dispute. A switch test showed a time-of-use tariff saving 7.8 percent with a 12-month lock-in. The engineer approved the dispute and asked to revisit the switch next quarter.

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