Founding pilot now openOne customer rulebook · £29 one-off

Invoice control for B2B service firms

Clear every invoice before it leaves.

Turn scattered billing emails, portal notes and contract instructions into one verified, source-linked rulebook—before a missing PO or attachment delays payment.

✓ Two-working-day delivery✓ No subscription✓ Redacted inputs only

Customer rulebookPrivate workspace
NE
Northstar Estates Rulebook checked 18 July
Ready
Invoice readiness6/7
  • PO number present
  • Correct billing entity
  • Approved timesheet attached
  • ! Submit before 25 July payment-run cut-off
Every rule links back to its source
Source verifiedOnboarding guide · page 4
Designed for teams invoicing multiple business customers
ConsultanciesAgenciesStudiosTraining providers

A practical control layer

Everything needed for a cleaner invoice handoff.

Not another accounting platform. A reusable operating record for the customer-specific details your existing software does not hold.

01

Verified requirement map

PO rules, billing entity, submission route, attachments, cut-offs and escalation details in one structured view.

Submission routeSupplier portalConfirmed · source linked
02

Pre-send checklist

A short repeatable check your team can use before every invoice submission.

03
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Visible uncertainties

Missing and conflicting instructions remain explicit questions instead of becoming unreliable assumptions.

The expensive part is often invisible

Your accounting software creates the invoice. It rarely remembers how each customer accepts it.

Missing POThe invoice returns after the payment cut-off.
Wrong routeAn emailed PDF needed to go through a portal.
Lost contextThe instructions are buried in an old onboarding thread.

How the pilot works

From scattered instructions to a reusable control.

A focused human-reviewed pilot, delivered without changing your accounting system.

  1. 1

    Share only the instructions

    Send redacted billing guidance, onboarding notes or portal instructions. Prices and bank details are not needed.

  2. 2

    We structure and source every rule

    BillPreflight extracts requirements, flags conflicts and marks anything that still needs confirmation.

  3. 3

    Confirm your rulebook

    You review the draft before it becomes your reusable pre-submission checklist.

Private by design

We need billing instructions—not your whole contract.

Raw pilot documents are used only to prepare your rulebook and are deleted seven days after approval. We do not request bank information, contract prices or unrelated commercial terms.

Founding pilot

Prove the value before adding another subscription.

£29one-off
  • One customer payment rulebook
  • Source-linked requirements
  • Pre-submission checklist
  • One revision after your review

Optional change monitoring will be offered only after the first rulebook proves useful.

Stop rediscovering the rules every month

Make your next invoice easier to accept.

Sample rulebook

Northstar Estates Ltd

A fictional example showing the structure—not real customer requirements.

RequirementRuleStatus
Purchase orderRequired on every invoiceConfirmed
SubmissionSupplier portal, not emailConfirmed
AttachmentsApproved monthly timesheetConfirmed
Cut-off25th calendar dayReview
EscalationAP contact not providedUnknown

Before sharing anything

Keep only what BillPreflight needs

Keep visible

  • Billing entity and address
  • PO and reference instructions
  • Submission route
  • Deadlines and payment terms
  • Required supporting documents

Remove or cover

  • Bank account details
  • Contract rates and total values
  • Personal identifiers
  • Unrelated clauses
  • Passwords and access tokens

For this local prototype, no document upload is enabled and no data leaves your browser.

Founding pilot

Is BillPreflight a fit?

This prototype stores nothing and submits nothing. Complete the check to generate a local pilot brief.

Which requirements do your customers use?