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Solution Story · Billing Operations

$54.5 million through one billing engine

Prime contractors send the money data their way — spreadsheets, their own formats, their own timing. The client's margin lives in getting every line right: what was billed, what the provider gets, what stays. That math used to live in an Excel "database." Now it's an engine.

The problem

The Excel database that worked — until it mattered

Every partner sends billing as Excel files. In the early years the team loaded them into spreadsheets, wrote queries, and made it work — genuinely impressive at $12M a year. But volume kept climbing, each partner's format kept drifting, and every commission calculation was one formula-drag away from a five-figure mistake. By $30M a year, the spreadsheet wasn't a system; it was a liability with tabs.

Manual billing doesn't fail loudly. It leaks — a mis-keyed rate here, a missed line there — and the leak scales with revenue.
Why billing was the first module the client asked for
What we built

Import, compute, split, prove

Partner files flow into import pipelines; the engine matches every line to a provider and a rate; commissions compute by each partner's own model; and everything downstream — statements, finance reports, dashboards — reads from one ledger.

Partner files Excel · each partner's own format & cadence + metrics feeds Import pipeline normalize · validate match provider & claim flag what doesn't fit Commission engine service groups & codes per partner % model or $-per-exam model date-aware rates · overrides provider pricebook Provider pay — $48.3M statements & portal Margin — $6.25M finance reports & dashboards Every line, auditable claim → payment → split
One ledger feeds providers, finance, and dashboards — every dollar traceable from partner line to payout split.

Model 1 · Percentage-based

how one major partner works
exam billed: $500.00
commission (15%): $75.00
provider pay: $425.00

Service groups define the rate; whatever is paid on the line, the split follows automatically — consultations, diagnostics, medical opinions, all governed by the same rule set.

Model 2 · Dollar-per-exam

how another partner works
exam type: comprehensive w/ testing
commission: fixed $ amount per exam
rates: date-aware, override-capable

Every exam type carries its own dollar rate with start dates — rate changes take effect on schedule, and historical lines keep the rate that was true when the work happened.

The pricebook knows both sides

For every provider and partner: what the partner pays, and what the provider receives. Negotiations, statements, and disputes all start from the same recorded truth.

Statements on demand

Per-provider PDF statements, finance reports, and Excel exports generate from the ledger — the end-of-month scramble became a button.

Dashboards for the owner's questions

Billed, paid, and profit — total and per partner, with trends. "How are we doing?" went from a week of spreadsheet work to a glance.

Results

The money math, industrialized

$54.5M
billed through the engine, trailing 12 months
$48.3M
provider payouts computed line by line
2
commission models, one engine, zero special-casing
4
partners' formats normalized automatically
When your margin is the difference between two numbers on every line, the system that computes those lines is the business.
Why billing engines deserve real engineering