Agent

Billing Reconciliation & Fee Validation Agent

Trust Every Fee You Charge

Automate fee validation, billing reconciliation, and exception management. Ensure billing outputs align with fee schedules, identify discrepancies faster, and protect revenue before clients are impacted.

Book a Discovery Call

Intake Agent

Running

150+

Institutions Trust Uptiq

Automate Billing Validation and Reconciliation

Replace spreadsheet-driven billing reviews, manual reconciliations, and exception investigations with a unified workflow that validates fees, reconciles billing activity, and surfaces discrepancies before revenue is impacted.

Billing Reconciliation

Compare billing data across systems automatically.

Reconciles billing records across multiple sources

Identifies mismatches and missing data

Creates a centralized view of billing activity

Fee Validation

Verify fee calculations against approved schedules.

Calculates expected fees independently

Applies firm-defined billing rules consistently

Maintains transparency into every calculation

Exception Detection

Identify discrepancies before they impact clients.

Performs three-way reconciliation automatically

Flags variances and unusual billing activity

Surfaces likely causes for faster resolution

Explore Agent Marketplace

What Wealth Management Firms See in Practice

Fewer Manual Reviews

Move from spreadsheet-driven reconciliation to exception-based workflows that reduce operational effort and improve scalability.

Faster Resolution of Billing Exceptions

Automatically identify discrepancies and surface likely root causes so teams can resolve issues without lengthy investigations.

Stronger Revenue Protection

Ensure billing outputs align with approved fee schedules and uncover revenue-impacting discrepancies before they reach clients.

Works Seamlessly with the Rest of Your Stack

Compliance & NIGO Review Agent

Validates account documentation, suitability requirements, and operational controls before downstream processing begins.

Client Onboarding Agent

Captures client data accurately from the start, helping reduce downstream reconciliation and operational exceptions.

Integration

Designed to fit into your technology stack, not replace it.

Documents Supported

Handles the records, billing schedules, custodial files, and operational data required for reconciliation and fee validation workflows.

Frequently Asked Questions

Ready to Eliminate Manual Billing Reconciliation?

Protect revenue, reduce reconciliation effort, and gain confidence that every fee charged aligns with the fee schedule on file.

Book a Discovery Call

Watch the 4-minute product tour

Download the technical brief

Read the deployment guide

Uq CTA Gu

Cta Top

Start with one workflow

Book a Discovery Call