From invoice to payment file
Connect intake, validation, exception review and the retail account ledger with controlled payment-file preparation. Your bank and accounting system handle settlement and general accounting.
Utility Management System
One platform for utility operations and advisory.
Bring client utility data, invoice validation, tariff reviews, procurement and reporting into one operating platform. Your team can reuse the same site, meter and contract evidence across services, with less re-entry between tools.
UMS data spine Live
1Sites and meters
2Invoices and contracts
3Decisions and reports
Works alongside your CRM
Keep sales and relationship management in your CRM. UMS is the operational and advisory workspace for utility services: client sites, meter data, invoice checks, commercial analysis and recurring deliverables. Use UPI for supported data exchange; confirm the integration you need with our team.
From procurement to revenue
Use EMP for connected tender workflows, then manage agreements, brokerage calculations and Xero invoicing in UMS with a configured accounting connection.
From source data to client reporting
Reuse utility evidence in scheduled reports, forecasts and emissions preparation. Branded client portal delivery and Joule are available as add-ons; module access and data requirements apply.
Upcoming · awaiting release
Energy assessments, solar and battery feasibility, and proposals
Compare solar and battery options using interval data and tariffs, model investment and financing assumptions, prepare proposals and rank portfolio opportunities. These workflows are awaiting release. They support commercial feasibility; engineering design, installation approval and professional tax advice remain separate.
Availability depends on your modules, permissions, configured feeds and source-data quality. Ask us to confirm scope and commercial terms for your workflow.
One data spine
Every utility, connected to the same source of truth.
Bring a global portfolio into one hierarchy, with the detail your operations team needs and the structure your finance team trusts.
Universal utility coverage
Electricity, gas, water, waste, LPG, and district energy share one operating model, so teams can compare the portfolio without changing tools.
Portfolio to submeter
Model portfolios, properties, sites, meters, submeters, and solar or inverter feeds in a multi-level hierarchy that holds together across countries.
Onboard in the shape you have
Use one CSV for bulk onboarding, then move into a unified onboarding wizard for validation, enrichment, and connection setup.
ElectricityGasWaterWasteLPGDistrict energy
Data that collects itself
Meet the data where it already lives.
UMS turns recurring file drops, inbox traffic, live APIs, and interval data into a dependable operating rhythm.
Email inbox
Route retailer invoices and meter files into a monitored intake.
SFTP
Receive scheduled files from retailers, distributors, and partners.
API
Connect supported feeds and systems through the UPI API.
Invoice-from-URL
Capture invoices from secure retailer document links.
Interval CSV
Map interval data at 5-minute resolution, at portfolio scale.
Interval data
Column mapping at five-minute resolution.
Map interval CSV columns once and keep readings aligned across meters, sites, and feeds. The same timeline supports consumption analysis, demand profiling, and validation.
Australian market depth
AEMO and network tariff data, built into the workflow.
Deep specialisation in the Australian NEM gives teams a high-resolution starting point, built to extend to any market.
Validation with evidence
Make invoice confidence part of the process.
UMS connects the bill, the meter, the contract, and the tariff so exceptions have context and every resolution leaves a trace.
Billing engine
Compare supported invoice charges with contract terms, available meter data and tariff rules before payment.
Joule Invoice Reading
Dual-model consensus extracts invoice fields with per-field confidence, across retailer formats.
Review Workbench
Review exceptions in context and resolve issues in place, with the source document docked beside the data.
Retail account ledger
Follow every invoice and retail account through a unified field-level history timeline, with mandatory reasons for manual adjustments.
Exception resolution
A workbench built around the source document.
Flagged charge
$1,240
Exception ready for review
A ledger that remembers.
Keep the retail account ledger, history timeline, invoice status, exceptions, credits, and source documents together. Your team can follow the full story from arrival to resolution.
Decisions, not dashboards
Put utility intelligence in the flow of work.
Give each team a view that matches the decision in front of them, then let Joule take the next question in natural language.
A configurable home
Shape the landing view around the work that matters: consumption, spend, exceptions, renewals, or operational priorities.
Reports with a rhythm
Use consumption and spend dashboards, portfolio benchmarking, scheduled reports, and a report library to keep decisions moving.
Joule queries
Ask Joule natural-language questions about costs, usage, accounts, and exceptions, then follow the evidence back to the underlying data.
ESG module
Market intelligence desk
Portfolio benchmarking
MCP access
Connect your AI assistant straight to your utility data — UMS speaks MCP.
The commercial layer
Move from visibility to commercial action.
Keep contracts, tariffs, brokerage operations, and scenarios connected to the same utility intelligence layer.
Contract management
Extract key terms with AI and keep renewal dates, rates, clauses, and obligations connected to the data spine.
Quick tariff review
Compare tariff options with a clear headline output: annual saving and payback period.
Tariff template library
Start from reusable tariff structures and maintain market-specific rules across portfolios.
Brokerage analytics
Track portfolio performance, commission opportunities, and Xero billing from the same commercial layer.
Scenarios
Model procurement, tariff, and portfolio changes before a commercial decision is made.
Quick tariff review
Make the output legible.
Review options with a decision-ready summary that keeps annual saving and payback in view.
Estimated annual saving
$84,600
Payback period
8 months
Built to run
Operational control from day one.
UMS gives administrators the controls, visibility, and integration surface required to run utility intelligence across a growing organisation.
SSO and 2FA
Roles and permissions
Usage analytics
Self-serve billing
UPI API
History and adjustment controls
Single sign-on (SSO)Role-based accessAPI-first integrationAdjustment reasons
UMS Portal
Give every stakeholder the right front door.
The UMS Portal extends utility intelligence to clients, partners, and internal teams with a branded experience connected to the same system.
Part of UMS — your brand on top of it
UMS Portal
Offer a focused, branded view of reports, data, and utility performance while UMS handles the shared data spine underneath.
See the system in motion
Bring your utility portfolio into focus.
Walk through the data spine, validation workflow, commercial layer, and decision views with the Utilified team.