01
Manual reconciliation across retailer portals
Invoice files, meter data, contracts, and tariff details arrive in different formats and places. Analysts spend the day matching records before they can explain what changed.
FOR ENERGY CONSULTANTS AND BROKERS
Stop doing admin. Start doing advisory.
Give every client portfolio one utility intelligence layer, so your team can spend more time on commercial advice and less time assembling evidence from portals, PDFs, and spreadsheets.
Utility intelligence
1Portfolio signal
2Validated charges
3Decision-ready output
The operating reality
When utility work gets stuck, the portfolio feels it.
The same data gaps show up as slower decisions, avoidable cost, and more manual work across your team.
02
Scaling needs headcount
More clients bring more invoices, accounts, exceptions, and reporting cycles. A growing portfolio should increase advisory capacity rather than repeat the same back-office work.
03
Commission leakage
Missed renewals, untracked account changes, and disconnected billing records make commercial opportunities hard to see and harder to follow through.
04
Client reporting overhead
Preparing a trusted client pack means stitching together consumption, spend, exceptions, and recommendations every reporting period.
How UMS answers it
Connect the work to the evidence.
UMS turns the data your team already handles into a shared operating layer for action, accountability, and better decisions.
1
White-label UMS Portal
Give each client a branded view of the reports, sites, accounts, and utility performance that matter to them, with the shared UMS data spine underneath.
2
Brokerage analytics and Xero billing
Track portfolio performance, commercial opportunities, and customer billing from the same operating layer. Keep account history connected to the work your team is doing.
3
Quick tariff review as an advisory product
Turn tariff comparison into a decision-ready conversation with annual saving and payback visible in the output, supported by the underlying portfolio data.
4
Joule anomaly detection
Joule highlights unusual charges, usage patterns, and account changes so your analysts can start with the exceptions that deserve commercial attention.
Proof in the workflow
A clearer operating model compounds.
The value is visible in the detail: more connected records, stronger validation, and less repeated assembly between source and decision.
2.5%
typical energy spend exposed by billing errors
50+
UMS Portal dashboard widgets
1
client-ready operating layer
Questions
What teams ask before they make the move.
A few practical answers about applying utility intelligence to your portfolio.
See it in your context
Bring your portfolio into focus.
Walk through the data spine, validation workflow, and decision views with the Utilified team.
Book a demoMake the business case
Estimate your ROI.
Model the time, recovery, and reporting value available in your portfolio.
Open the ROI calculator