Agency billing verification
Verify the draft invoice against the SOW, before it goes out.
Agency billing evidence is fragmented by design: the contract in one place, approved time in another, expenses in a third, the draft in accounting. Truviate is the independent check across them.
Acme CorpAugust 2026Verification sweep
RunningMonthly retainer
Contract rule · §4.2 · 40 h included
Milestone 2 · Design system
Contract rule · §2.2 · delivered + accepted
Overage hours
Contract rule · §4.2 · $175/h beyond
Milestone 3 · Production deployment
Contract rule · §2.3 · $7,500 on deployment + acceptance
- Not invoicing
- Draft invoice · 2 lines · $12,000 · unchanged
- Not accounting
- No ledger entry is written. Truviate reads exports; it never posts anything.
- Not revenue recovery
- Findings, not a promise: 1 verified · 1 to review · 2 matched.
Sample data
Where agency billing goes wrong
- 01
Fragmented evidence
The SOW, the timesheets, the expense approvals and the draft invoice live in four systems that never compare notes.
- 02
Manual reconciliation
Someone in finance opens each system, cross-checks hours and rates by hand, and hopes nothing was missed under month-end pressure.
- 03
SOW, rate and change-order complexity
Allowances, overage rates, milestone conditions and amendments change over the life of an account; the draft invoice reflects whoever remembered.
- 04
Finance checks several systems
Reviewing a single invoice can mean a PSA export, a time report, an expense tool and an email thread — with no record of what was checked.
- 05
Draft invoice completeness
An invoice can be arithmetically right and still leave out an overage, a reimbursable cost or a milestone that became billable.
Independent verification, not replacement billing software
Truviate does not draft, edit or send invoices and does not replace the tools that produce them. It reads their exports, compares them with the billing rules a person confirmed from the SOW, and classifies each supported amount: VERIFIED_MISSING, NEEDS_REVIEW or INSUFFICIENT_EVIDENCE.
Every finding carries an Evidence Trace — the clause, the approved evidence, the state of the draft, the calculation — so the person reviewing the invoice decides with the record in front of them.
What a verification finds
- VERIFIED_MISSING
An overage line that never made it from the timesheet to the draft.
- VERIFIED_MISSING
An approved third-party cost paid on the company card and not passed through.
- NEEDS_REVIEW
A milestone with one of two billing conditions evidenced — flagged for review, not counted.
Illustrative product examples based on Truviate regression scenarios — not customer claims and not market statistics.
Who it's for
Built for recurring agency billing.
Truviate is most useful where billing recurs, several clients are active at once, and the evidence lives in more than one tool.
- Web, software and IT services agencies
- Retainers with overage, time and materials, milestone billing
- Several active client accounts billed every cycle
- Project, time and accounting data in separate tools
- Finance review that is still partly manual
- Very low invoice volume
- Only occasional fixed-fee invoices
- No structured record of approved work or expenses
Already reviewing invoices manually?
Good. Truviate is a second, independent control, not a replacement for your finance team's judgement.
- Standardised review, the same every cycle
- Reproducible calculations from confirmed rules
- An evidence trail for every finding
- A history of what was confirmed or rejected, and by whom
Manual review relies on memory. Truviate leaves a trace.
Start with one real billing cycle.
Your first full Billing Preflight is free. Keep your stack; add a control before billing.
First real Billing Preflight free · No card · Keep your stack