Billing & permitting automation for energy

From utility statement to subscriber invoice.
Automatically.

We didn't start with AI. We started with the problem—utility formats that change without warning, edge cases that break spreadsheets, midnight reconciliations when something doesn't match.

Gridline handles the whole cycle so you don't have to.

Try the Demo

Measured outcomes

Real numbers from the billing workflow running in production

Cycle time

10-30 min

Close a billing cycle in 10–30 minutes per project (demo) vs 1–3 days manual. From bill PDFs to delivered statements with full audit trail.

18 min
End-to-end runtime
45 members/hr
Throughput
6 steps
Parse → Email

Exception handling

50-80% fewer

Reduce manual review touches by 50–80%. Only low-confidence parses and rule violations are routed to review — most bills run straight-through.

96.4%
Success rate
8%
Exception rate
2.1%
Rerun rate

Artifacts per run

7-12 outputs

Generate 7–12 auditable artifacts per run: bill.pdf, extraction.json, ledger, statement.pdf, invoice, email event, audit log. Every step traced.

9.2 avg
Artifacts per run
3 PDFs
Generated/run
100%
Audit coverage

See Gridline Platform in action

Community solar billing was our first workflow. Real screens, no mockups.

Billing dashboard
Load subscribers
Check for runs
Validate data
Display runs
dashboard.json

All your billing runs in one place. Green means done. Yellow means needs review.

Billing run detail
Ingest bill.pdf
bill.pdf
Parse credits
parsed_data.json
Allocate shares
allocations.json
Generate statement
statement.pdf
Create invoice
invoice_id
Deliver to subscriber
delivered

See every step — from PDF upload to invoice sent. Click any step to see details.

Built on real operational knowledge

Not just document AI. Domain expertise built into every extraction.

7
Years building for community solar
100K+
Billing documents processed
30+
Utility formats supported
90%+
Straight-through processing

Why not just use a general document tool?

You could run utility bills through any document AI. It'll extract text. Maybe even some numbers.

What it won't do:

  • Know that a "community solar credit" isn't the same as a "payment received"
  • Understand how allocations work across subscriber classes
  • Recognize when a format change is routine vs. when something's actually wrong
  • Handle the edge cases that aren't in any training set

We built Gridline on years of community solar billing—not just documents, but the operational knowledge of what matters and what breaks.

That's why most bills process automatically. And why exceptions are actually exceptions, not the norm.

General Document AI Gridline
Training approach General-purpose + prompting Domain-specific training
Energy terminology Learned from prompts Native understanding
Edge case handling Requires custom rules Built into model
Utility format coverage Build per customer 30+ pre-built
Human review needed Frequent Exception-based only
New format adaptation Days to weeks Hours

The difference

What changes when manual processes become automated workflows

Before Gridline

With Gridline

  • 2-5 days every month on billing
  • Copy-paste from PDFs into spreadsheets
  • Manual invoice creation, one by one
  • Mistakes caught after invoices sent
  • No vacation during billing week
  • Billing runs complete in minutes
  • Credits extracted automatically from PDFs
  • Statements and invoices generated together
  • Review flagged items before anything sends
  • Full audit trail if anything looks wrong

The universal workflow for energy projects

A six-step pipeline for any energy operations process — from document ingestion to delivery

Ingest

PDFs, forms, emails — any document type

bill.pdf

Extract

Fields + tables pulled automatically

parsed_data.json

Allocate

Apply rules, splits, rate schedules

allocations.json

Generate

Statements, filings, packets

statement.pdf

Sync

Create transactions in ERP/CRM/payments

invoice_id

Deliver + track

Portal, email, full audit trail

delivered

Workflows in detail

Choose a workflow to see how the universal pipeline applies to specific operations

What you get

Built for operations teams who need workflows, not features

Documents processed automatically

Upload PDFs, forms, emails. Gridline extracts data, applies rules, and generates outputs — no copy-paste, no manual data entry.

Human-in-the-loop when needed

Low-confidence extractions get flagged for review. You validate before anything gets delivered.

Full audit trail + reruns

Every workflow run is traceable. See exactly what happened at each step. Re-run any process without starting from scratch.

See it run.

Run a complete billing workflow with sample data. No signup. No sales pitch. Just the product.

Run a demo workflow