AI Fee Billing Agent

It runs the advisory fee cycle: it calculates fees against each schedule, reconciles them against custodian balances, flags exceptions, and generates invoices and debit files once approved. Tecla builds and operates it inside your environment, so billing runs accurately each cycle with a person approving the run.

Those give your team a billing engine to operate; the agent runs the cycle. It calculates, reconciles against custodian data, catches the exceptions, and prepares the run for approval, rather than waiting for someone to configure and launch it. It works with the fee schedules and custodians you already use.

No. It calculates and reconciles but posts nothing on its own. A person reviews the flagged exceptions and approves the billing run before any invoice or custodial debit goes out. The agent does the work; the adviser approves what bills.

It reconciles every calculated fee against custodian balances and account status, and flags fee schedule mismatches, householding errors, and status changes before anything posts. Billing errors quietly cost a firm real revenue every quarter, which is why the checks matter more than speed.

Tecla scopes the build to your firm: your fee schedules and householding rules, which custodians you debit against, and how billing feeds your accounting and reporting. It runs inside your environment and Tecla operates it, so the schedules stay accurate over time.

Yes. It calculates tiered, flat, banded, or blended schedules, in advance or in arrears, exactly as each client agreement specifies, and it householdes accounts where your billing rules call for it. The build maps your actual fee arrangements rather than a generic template.

The agent runs in your environment, integrated with your systems, under your own access rules. Billing and custodial data stays within the boundaries your firm already answers to, and you own and control the system Tecla operates.

It starts with a fixed-price Tecla Sprint that scopes and prices the build before you commit. The Sprint maps your fee schedules, custodial debits, and exception rules, so the agent that follows fits how your firm actually bills.

It takes the quarterly calculation, reconciliation, and invoice preparation off the team, so they spend their time on exceptions and client questions rather than spreadsheets. Tecla builds and operates it alongside them, leaving an audit trail on every run.

A scoping call maps your billing operation and returns what the agent would run, how success is measured, and the fixed-price Sprint cost. Book a scoping call with Tecla to start.