TallyRook
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BILLING REVIEW FOR CANADIAN OILFIELD SERVICE TEAMS

Catch billing discrepancies before invoices go out.

TallyRook checks completed work against draft invoices, customer rate sheets, and billing rules—so your office can focus on what needs a closer look.

Talk through your workflow See how it works
Works with your process People approve every change
BUILT AROUND THE PAPERWORK YOUR OFFICE ALREADY HANDLESWORK TICKETS + RATE SHEETS + DRAFT INVOICES
A clearer last check.
Your documentsTickets, rates, invoice drafts
Possible exceptionsCompared with billing rules
Your team decidesApprove, dismiss, or correct
A practical review loop

From completed work
to a more confident invoice.

No new field workflow. No rip-and-replace project. Just a focused checkpoint for the office before billing goes out.

01

Bring the paperwork you have

Upload completed work tickets, a draft invoice, and the customer’s rate sheet. Keep using the field and accounting tools your team already knows.

02

See the exceptions first

AI compares recorded work with customer rates and billing rules to surface possible missed, duplicate, or inconsistent charges.

03

Review with the evidence

Each finding points back to its source documents, so your administrator can approve, dismiss, or correct it with context.

04

Export what you verify

Move approved information into your existing billing process. Invoices are never changed or sent without your approval.

A finding should show its work

Give your administrator a reason to look—and the proof to decide.

TallyRook does more than read a document. It compares multiple sources and shows why a line may deserve attention, with the relevant evidence close at hand.

  • Find possible omissions, duplicates, and inconsistencies
  • See the work ticket, rate, and invoice details behind a flag
  • Keep an administrator in charge of every decision
POSSIBLE DISCREPANCYILLUSTRATIVE EXAMPLE
JOB #1048 · ABC DRILLING

Standby time may be missing

Review

A recorded standby period does not appear as a line item on the draft invoice.

WORK TICKET3 hours standbyTechnician notes
DRAFT INVOICENo standby line itemInvoice total: $1,200
CUSTOMER RATE SHEETStandby rate listedSubject to contract terms
Only bill a charge when contract terms permit it and the evidence supports it.
JM Ready for administrator reviewApprove
Designed for careful billing

AI can flag a question.
Your team makes the call.

A possible discrepancy is not automatically a billable charge. TallyRook keeps the review and approval with your people, so invoice changes stay grounded in customer terms and supporting records.

Ask us about your workflow
Good questions

Built to fit.
Made to be reviewed.

Have a billing workflow question we didn’t answer?

Send us a note
01

Does TallyRook replace our field-service or accounting software?

No. Your team keeps its existing systems and paperwork. TallyRook adds a review step between completed work and the invoice.

02

Does it automatically add charges or send invoices?

No. TallyRook flags possible discrepancies and shows the evidence. Your team decides what to approve, correct, or dismiss.

03

Are flagged items guaranteed billable revenue?

No. A finding is a reason to review, not a promise of recovery. A charge should only be billed when the customer’s terms allow it and the supporting evidence is sufficient.

04

What documents can we review?

The workflow is designed for work tickets, draft invoices, customer rate sheets, and related billing rules. Documents can start in the formats your office already receives.

A smarter last look at billing

Let’s make the work
easier to bill correctly.

Tell us how your office turns completed jobs into invoices. We’d like to understand where a review step could help.

Talk with TallyRook