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Pantheon IQ

Finance

Bill what moved, at the rate you agreed.

Revenue leaks between systems.

Charges come from several sources, rates change twice a year, and month-end is a week of spreadsheets.

We reconcile what moved, what was agreed and what was billed, and automate the checks that sit behind invoicing.

Book a Discovery Call

Billing reconciliation and revenue leakage

“We only find the unbilled move when the customer queries something else.”

Charges come from several systems and spreadsheets. Something is always missed or billed at the wrong rate.

We can:

  • Compare movements with what was billed and list items with no charge.
  • Flag zero-rated and manual lines.
  • Check billed rates against contract and tariff.
Typical forPortstransportlogistics

Rate and tariff change detection

“The tariff changed on the first and half the invoices used the old rate.”

Contracts live in folders and inboxes, and tariffs change twice a year.

We can:

  • Pull rates, terms and rebates from contracts into one register.
  • Detect a change and list the customers and open charges affected.
  • Validate fuel adjustments, demurrage and oversize charges.
Typical forPortstransportutilities

Manifest and shipping document extraction

“Every shipping line sends its manifest in a different format.”

Someone keys a 100-page manifest into the billing system by hand.

We can:

  • Read PDF and spreadsheet manifests into one structure.
  • Code each line to the right charge.
  • Find PO numbers and booking references in email.
Typical forPortsfreight forwarders

Multi-source reconciliation

“Three systems, three dates, and none of them match.”

The operational system, finance and third-party data share no identifier and arrive on different days.

We can:

  • Match across systems and send only unmatched items to review.
  • Handle movements that span midnight and month-end.
  • Re-run when late data arrives and show what changed.
Typical forPortstransportwholesale

Fees, time and invoicing

“Time spent on calls never makes it into the timesheet.”

Fees are worked out from memory, time is lost, and invoices go out a week late.

We can:

  • Turn Teams calls and file activity into timesheet entries.
  • Calculate fees from your schedule.
  • Prepare invoices and upload them to customer or insurer platforms.
Typical forAssessorsaccountingadvisory

Billing reconciliation and revenue leakage

“We only find the unbilled move when the customer queries something else.”

Charges come from several systems and spreadsheets. Something is always missed or billed at the wrong rate.

We can:

  • Compare movements with what was billed and list items with no charge.
  • Flag zero-rated and manual lines.
  • Check billed rates against contract and tariff.


Typical for: Ports, transport, logistics

Rate and tariff change detection

“The tariff changed on the first and half the invoices used the old rate.”

Contracts live in folders and inboxes, and tariffs change twice a year.

We can:

  • Pull rates, terms and rebates from contracts into one register.
  • Detect a change and list the customers and open charges affected.
  • Validate fuel adjustments, demurrage and oversize charges.


Typical for: Ports, transport, utilities

Manifest and shipping document extraction

“Every shipping line sends its manifest in a different format.”

Someone keys a 100-page manifest into the billing system by hand.

We can:

  • Read PDF and spreadsheet manifests into one structure.
  • Code each line to the right charge.
  • Find PO numbers and booking references in email.


Typical for: Ports, freight forwarders

Multi-source reconciliation

“Three systems, three dates, and none of them match.”

The operational system, finance and third-party data share no identifier and arrive on different days.

We can:

  • Match across systems and send only unmatched items to review.
  • Handle movements that span midnight and month-end.
  • Re-run when late data arrives and show what changed.


Typical for: Ports, transport, wholesale

Fees, time and invoicing

“Time spent on calls never makes it into the timesheet.”

Fees are worked out from memory, time is lost, and invoices go out a week late.

We can:

  • Turn Teams calls and file activity into timesheet entries.
  • Calculate fees from your schedule.
  • Prepare invoices and upload them to customer or insurer platforms.


Typical for: Assessors, accounting, advisory

People stay in charge

A person decides every exception. Nothing is billed or credited without review.

Where to start

Reconcile one month of movements against billing. It is a small piece of work, and it shows the gaps before anything is automated.


See the full approach on How We Work.

Common questions

We already have a terminal or transport system and an ERP. Do we replace them?

No. We reconcile across them and build on top. If one of them is the root problem, we can say so.
How would we know money is being missed?

Reconcile one month of movements against billing. It shows the gaps before anything is automated.

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Tell us where the time is going.

Bring one example and we will show you where we could help first.

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