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Our AI will review your invoice against your CTA, EDC/EHR, and RTR data for accuracy and compliance.

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Drop your site invoice here or click to upload

AI will auto-classify and begin cross-referencing. Ensure no PHI is included for HIPAA compliance.

🤖 Cross-referencing EDC data, validating CTA terms, checking RTR logs

Invoice Analysis & Reconciliation

Invoice #INV-SITE-0952 from Medical Center • Fund: 4413XX-XX-12345 • Processing time: 58 seconds

Item Description Quantity Total Confidence Status Details
Site Initiation Fee 1 $10,000 99% ✓ Verified CTA match.
IRB Annual Renewal 1 $2,500 99% ✓ Verified Mandatory fee. GL check passed.
Blood Tests (CPT 36415) 35 $3,500 98% ✓ Verified CTA: $100/test. EDC/RTR shows 35.
Patient Travel Reimbursement 12 $2,400 89% ⚠ Review EDC: Only 8 patients show receipts.
Follow-up Visits (Enrolled) 20 $30,000 73% ✗ Issue EDC: 15 done, 3 missing eCRF data, 2 logs pending.
Screen Fails 8 $4,000 80% ✗ Issue CTA: Max 5 screen fails ($2,500). Needs Sponsor approval.
Total Invoiced $52,400

Invoice-Contract Matching

AI has compared the invoice and the Clinical Trial Agreement (CTA). Click 'Next Item' to review matches and discrepancies.

Invoice #INV-SITE-0952 Excerpt

Service: Site Initiation Fee
Amount: $10,000.00

Item: Patient Travel Reimbursement
Details: 12 patients, $200 each
Total: $2,400.00

Item: Follow-up Visits
Quantity: 20 visits
Status: 5 with incomplete eCRF

Item: Screen Fails
Quantity: 8
Total: $4,000.00

CTA #TC-2024-157 Excerpt

2.1 Site Initiation: A one-time fee of $10,000.00.

3.1 Patient Travel: Reimbursable for 8-10 patients upon receipt. Max $200/patient.

4.2 Visit Payments: Budgeted for ~20 visits/subject. Contingent on complete eCRF data.

5.5 Enrollment Caps: Max 5 (five) screen failures. Overage requires approval.

🤖 Generating revision request based on discrepancies, checking historical site communication

Send a Revision Request to Site

AI suggests sending a query to the site for clarification. Select the best option or let AI refine it.

Used last time for this site (Fast response)

Professional & Direct

Hi Site Team, Reviewing invoice #INV-SITE-0952 (IRB# 23-000456), we found these items needing clarification: 1. Patient Travel: Invoiced for 12, EDC shows 8 receipts. Please provide missing docs. 2. Follow-up visits: 5 visits lack complete eCRF data. Please update. 3. Screen Fails: Invoiced for 8, CTA cap is 5. Can you provide Sponsor approval for the overage? We'll approve verified items ($46,000) immediately. Please address queries by EOW.

Collaborative & Detailed

Hello Site Team, Hope all is well. While processing #INV-SITE-0952, we noted a few items for collaboration. It seems we're missing travel receipts for 4 subjects, and the eCRFs for visits X, Y, Z need final data points...

Compliance-Focused

Site Team, Per CTA #TC-2024-157 (IRB# 23-000456), invoice #INV-SITE-0952 requires adjustment. Section 3.1 requires receipts for all travel. Section 4.2 requires eCRF completion. Section 5.5 limits screen fails to 5...

🤖 Predicting approval outcome, preparing manager brief, checking fund balance

Smart Approval Request

🎯 95% likely approval (Manager responds fast, site usually resolves queries < 48h)
JD
John Davis (Approver)
Response time: Avg 2.3hrs

AI-Recommended Immediate Approval

$46,000.00

Immediate payout to the site via EFT upon approval.

Pending Query Resolution

$6,400.00

Auto-release when site provides documentation/approval.

AI Learning & Predictions (Protocol #TC-2024-157)

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This site averages $5k/month in query-related delays.
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AI reduced overall invoice processing time by 35% this quarter.
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Projected spend vs budget is currently within 2% variance.