Two fixed packages, or a quote.
The Unbilled Work Review covers one billing month — one you've closed, or the one you're about to close. The fit call and the readiness check are free.
Focused
$750
- One client account
- Up to 40 extra-work requests
Standard
$2,000
- Up to three client accounts
- Up to 120 extra-work requests
Both include the review record, totals by outcome, questions for your billing team and a written recommendation. A request is one distinct client ask for extra work, however many units or messages — separate asks in one email count separately; a rough count is fine, we confirm the scope before signing. What you receive →
Not sure which client to start with? Pick the one who sends the most special requests by email.
The terms
- Before you pay
- A free readiness check: send your exports' column headers (no data) and we check the columns the review needs are there.
- Scope and price
- Agreed before signing. Any later change needs a separate written quote and your approval — no automatic additional charges.
- Payment
- Due at signing, by card or ACH. Invoice and W‑9 on request — tell us before signing about any other accounts payable requirements.
- Timing
- You get a target delivery date on the fit call, based on your system and volume, confirmed in writing once we've checked your files are complete.
- Refunds
- A full refund before you send any files. Once files arrive, we check them before review work starts — if they can't support the review: send what's missing, a smaller scope, or a full refund.
- Little found
- The fee covers the completed review, even when little is found. No percentage of anything billed or collected, and no ongoing commitment.
Ready without a call?
Email the company, warehouse system, package and month — the email lists the rest. We confirm the scope, then send the agreement and a payment link. No files until it's signed.
Quoted separately
- More than three client accounts, or more than 120 requests in the month
- Records that need extra preparation before they can be compared
- A second month, or a review of the months before it
After the review
We'll say whether a process change is enough. If you want the handoff fixed for good, we scope that in writing first — and credit your review fee against it.
Twenty minutes. No records on the call.