For energy consultants and brokers
Advisory capacity without the admin load. Run bill validation, tariff advice, brokerage and recurring client reports from one utility data spine in UMS, and run tenders in EMP while it's in pilot. Both work alongside your CRM.
Illustrative data
Utilified gives energy brokers and consultants one platform for client utility work. UMS validates client invoices, tracks agreements and brokerage revenue, raises invoices in Xero through a configured connection and runs recurring client reports, with an optional branded client portal. EMP, the Energy Marketplace, runs C&I electricity tenders and is in pilot.
Where the hours go
Most of the week goes on assembling evidence before anyone can advise on it.
Invoices, meter data, contracts and tariffs arrive in different formats from different places. Analysts match records before they can explain what changed for a client.
More clients bring more invoices, accounts, exceptions and reporting cycles. Growth should add advisory capacity without adding the same back-office work.
Renewals, account changes and billing records sit in separate places, so forecast and actual brokerage revenue are hard to reconcile.
A trusted client report means stitching together consumption, spend, exceptions and recommendations each reporting period.
How Utilified helps
UMS keeps each client's evidence in one unified record, and the EMP pilot runs the tender before the contract starts.
EMP, the Energy Marketplace, is in pilot. Issue a C&I electricity tender, compare structured offers side by side and send your client a review link. The awarded contract is handed to UMS where that handoff is enabled for your organisation.
Explore EMP (pilot)See agreements listed by status, compare forecast with actual brokerage revenue on a KPI dashboard and raise invoices in Xero through a configured connection.
Brokerage in UMSUMS works out the tariff each connection should be on, prices the bill against it and classifies every difference, so analysts review the discrepancies instead of checking whole bills.
Invoice validationGive clients a branded view on your domain, scoped to their accounts, sites, features and reports. UMS Portal is available as the Custom Portal add-on.
About UMS PortalFurther reading
Questions
Sales and client relationships stay in your CRM, and general accounting stays in your accounting software. UMS handles utility operations and advisory deliverables: invoice validation, agreements, brokerage revenue and client reports. Data exchange runs through the UPI REST API, and each specific provider integration is confirmed with our team rather than assumed.
Not yet. EMP, the Energy Marketplace, is in an early pilot, covering large-market NEM electricity tenders. Brokers prepare lots, invite retailers, compare structured offers and send the client a review link with no account needed. If you run C&I tenders and want to take part, request pilot access and our team will talk through your tender types.
Agreements sit in UMS by status, linked to the accounts and sites they cover. A brokerage KPI dashboard compares forecast with actual revenue, statuses are reviewed in one place, and invoices are raised in Xero through a configured connection. Awarded contracts from the EMP pilot can be handed to UMS where that handoff is enabled for your organisation.
Yes. Reports run ad hoc or on a schedule, including schedules that cover everything since the last successful run, with a field picker for the columns each client needs. Because reports read the same validated data as the rest of UMS, your team reviews what changed instead of rebuilding the pack each period.
See it on your book
We'll walk through validation, brokerage and client reporting on data shaped like yours, and show EMP if you'd like to join the pilot.
Next step
Model the value of validation and reporting work across your portfolio with the ROI calculator.