What happens when a line cannot be traced, or a rule does not cover it?

The line is named as untraceable and the rule as inapplicable, and the run reaches the owner with those items shown rather than estimated or dropped.

Is this the recurring reports mechanism, or the routine concept?

Neither. Defining a report once and instantiating it on a schedule has its own page, and so does the distinction between plans and routines. This page is the billing run itself: one definition per client, one assembled run per cycle, and a signature on every run.

Monthly client billing, with sign-off on every run

The billing run gets reassembled from memory every cycle

Today

The definition lives in somebody's head

The billing run gets reassembled from memory every cycle, because the definition lives in somebody's head.
A rate change agreed in one place never reached the run.
One line could not be traced back to a source row, so it got estimated.
And the only check before the run went out was whether the total looked about right.

With agents

Each run built against a written definition, every change between cycles explained, sign-off on every run

The run is assembled from the definition rather than from last month.
A change between cycles arrives explained.
A cycle can be answered for later.

How an agent runs it

Autopilot here means the run assembles itself against a written definition and then waits for a signature. That signature is on every run, not on the definition once.

Keeps

Holds the billing definition you wrote once for each client: the sources, the cycle, the rates and terms as you recorded them, the format and the recipients.

Builds

Assembles each monthly run from the records you authorize, against that definition rather than against last cycle's output.

Measures

Compares the run against the prior cycle, line by line, and says what changed and what the record says changed it.

Names

States anything it could not trace to a source row, and anything a rule cannot decide, rather than estimating it.

Human gate

Routes the whole run to the named billing owner for sign-off before anything leaves, on every run. It issues, sends and transmits no invoice, charges nothing, collects nothing, moves no funds, posts to no ledger and contacts no client. The definition and the records are yours, so a run can be assembled and checked by hand at any point without the agent.

Records

Keeps the run, the definition version in force and the sign-off together, so a later question about a cycle has an answer.

Results

What changes when the definition is written down

Built from the definition, not from last month

The definition is written once per client and each run is built against it.

A change arrives explained

The line-by-line comparison carries what the record says moved it.

The run can be answered for later

The run, the definition version in force and the sign-off are kept together.

Where this fits

Workflow / Automate a Workflow

The Workflow tier, Tier 1, through the Automate a Workflow door: one process end to end, from the billing definition you wrote to a run a person signs. A workflow proves it, a role scales it, a department transforms it, and an agent-run finance back office is the direction after that rather than a promised state. The difference between a finite project and a recurring process has its own page, which this one cites rather than restates. How It Works describes the gates and the sign-off.

Tier 1 / Prove

How It Works

Questions, answered

No. Every run is signed off by the named billing owner before anything leaves, and the workflow issues no invoice, charges nothing, collects nothing and contacts no client. Autopilot covers the assembly of the run and stops at the signature. The definition and the records are yours, so a run can be assembled and checked by hand at any point without the agent.

AI Opportunity Audit

Bring last month's billing run and the definition somebody keeps in their head, and see how much is already written down

Bring last month's billing run and the definition somebody keeps in their head, and see how much of it is already written down.

Book an audit