Getting someone to service your out-of-territory equipment at a rate that makes sense for both parties can be a challenge. Ensuring that partner honors the agreed rates is even more difficult. This Power App (Code Apps) looks to solve this problem, provide a centralized system to manage ITT vendor service agreements and ensure accurate billing by validating invoices against those agreements. Interactive docs (by Claude).
Not just ITT contracts, any vendor contract.
Vendor contracts are difficult to manage and even harder to trust. Terms live in multiple places, change over time, and are rarely validated against what vendors actually bill. Rates drift, effective dates overlap, items fall out of scope, and discrepancies are usually discovered after the money is already gone, leaving teams to reconcile invoices manually and react after the damage is done.
This app centralizes vendor contract data into a single, structured source of truth that reflects how vendors actually bill. Contract programs, rates, items, and effective dates are maintained in one place and kept consistent over time, eliminating guesswork and reducing dependency on spreadsheets or tribal knowledge. AI assisted bulk import can be used to ingest existing contracts from PDFs, spreadsheets, or emailed documents, accelerating onboarding while keeping humans in control through review and approval.
As billing activity occurs, the app continuously compares expected contract behavior to real-world data. Mismatches are surfaced early, clearly explained, and tracked through resolution so issues can be addressed before revenue is lost. The app also uses AI to read and parse unstructured vendor invoices received by email, turning inconsistent PDFs and free-form layouts into usable data so every invoice can be validated, not just sampled.
Instead of static contract setup, teams gain an active system that improves billing confidence, reduces revenue leakage, and provides clear visibility into vendor performance and dollars at risk.
Below is a recording the 5/28/26 webinar.
How Reconciliation Works:
Every invoice line is matched to the most specific row in the contract — by Equipment > Item > Meter Type > Description > Effective Date — the expected amount is calculated using the contract’s pricing model with rate-schedule escalation, the variance is computed (LineAmount minus ExpectedAmount), and a set of exception checks runs: tolerance breach, missing quantity, meter allowance mismatch, supplies on/off contract, below minimum billing, duplicate invoice, customer not approved on a vendor program. Clean lines auto-approve; anything flagged lands in the Recon Inbox for review. The full 7-stage breakdown is on the documentation page.
Technical Requirements:
Before we install in your Microsoft tenant, your IT prepares three things (the full plain-English checklist is on the documentation page):
- Your tenant is ready — Dataverse capacity available for a new Production environment (~1 GB free), an on-premises Data Gateway installed connecting Power Platform to your e-automate SQL Server, and a Power Apps Premium license for each app user (per-user plan or Pay-As-You-Go — PAYG bills only the users who actively access the app each month).
- A "CEOJuice" user account in your tenant with the Power Platform Administrator role assigned, MFA already registered (sign in once at aka.ms/mysecurityinfo in a modern browser to add an Authenticator app or phone), and a Power Automate Premium license. Credentials are shared securely with the CEO Juice deployment team — we deploy as a regular user in your tenant (not a service principal).
- A security group for app users — a Microsoft Entra Security group (not a Microsoft 365 group or distribution list) with users added directly (nested groups are silently not honored by Power Platform — members appear to be in the group but get a “no access” error on the data). After install, your IT manages who has access by adding or removing members from this group.
Plus Copilot credits for the AI invoice parsing — purchase your preferred way, the pay-as-you-go option is typically easiest: Microsoft 365 Copilot Pricing – AI Agents | Copilot Studio.
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