ID283 — AI-Powered & Live

Stop Overpaying
Your Vendor Invoices

AI-driven invoice reconciliation that catches billing mismatches before they cost you money. Built for Office Technology companies who manage vendor service contracts.

Built on Microsoft Power Platform + Copilot Studio, deployed in your tenant, secured by your on-premises data gateway.

0%
Invoice Coverage
0
Integrated Screens
0
Data Sources
<3s
Per Invoice Review
How It Works
From Invoice to Resolution in 6 Steps
Every vendor invoice flows through an AI-driven pipeline that parses, matches, validates, and highlights discrepancies — so you only review what matters.
01
📦

Ingest

AI-powered email parsing (OCR + Copilot Studio) auto-ingests invoices, or import from e-automate AP vouchers

➝
02
🔗

Auto-Match

Lines matched to contracts by serial number, equipment, and vendor

➝
03
📋

Recon Inbox

Grouped by invoice with priority flags and status at a glance

➝
04
⚖

Side by Side

Invoice vs. contract comparison with mismatch highlighting

➝
05
✅

Resolve

Approve, dispute, flag, or email vendor — all from one screen

➝
06
📊

Audit Trail

Every action logged with full change history and user tracking

Architecture & Security
Your Data, Your Tenant, Your Control
ID283 runs entirely within your Microsoft 365 environment. Your data never leaves your infrastructure — it flows securely between your e-automate SQL Server and Power Apps through your own on-premises data gateway.
🏢

Lives in Your Tenant

The app is deployed directly into your Microsoft 365 environment. CEO Juice builds it — you own it. No third-party servers, no external databases, no data leaving your organization.

🔒

Secure Gateway Connection

All data flows through your existing on-premises data gateway. Invoice data, contract details, and meter readings travel encrypted between your e-automate SQL Server and Power Apps — never through external services.

🛡

Admin-Controlled Access

Only users you explicitly authorize can access the application. Admin access management lets you control who can view invoices, modify contracts, and change system settings.

📋

Every Action Logged

Every import, approval, dispute, and configuration change is recorded with timestamps, user identity, and full details. Your audit log lives in your SQL Server — available for compliance reporting anytime.

🤖

AI-Powered Processing

Vendor invoices are parsed automatically using Copilot Studio. The system reads emailed invoice PDFs, extracts line-level meter data, and loads it into your recon tables — no manual data entry required.

How It All Connects
🖥 Power Apps Code Component
Your Microsoft 365 tenant • Browser-based • React + Fluent UI
⚡ Power Automate + Copilot Studio
Email invoice OCR • AI-powered parsing • Auto-matching • Notifications
🔐 On-Premises Data Gateway
Your infrastructure • Encrypted tunnel • No cloud storage
🗄 e-automate SQL Server
Your database • AP invoices • Contracts • Equipment • Meters
Prerequisites & Licensing
What You Need Before We Install
ID283 lives in your Microsoft tenant. Before we install it the first time, a few things need to be in place on your side. Here's the plain-English checklist — have your IT tick each box, then we take it from there.
1

Your Microsoft Tenant Is Ready

The foundation. If any of these are missing, the install can't even start.

  • Dataverse capacity available — A new Production environment needs ~1 GB of free Dataverse storage. Your IT can check in the Power Platform Admin Center under Resources → Capacity. (Most tenants have plenty; heavy Power Platform users sometimes hit the cap.)
  • On-premises Data Gateway installed — A gateway service running on a Windows server inside your network, registered to your Power Platform tenant. This is how the app reaches your e-automate SQL Server.
  • Power Apps Premium licenses — One license per employee who will use the app. Either the per-user plan or Pay-As-You-Go (PAYG) works. AI Builder / Copilot credits (for the invoice parsing) are included in your Microsoft licensing.
2

A "CEOJuice" User Account in Your Tenant

We deploy as a regular user in your tenant (no service principal needed). Create one user account, set it up properly, and share the credentials with us.

  • Create a user — e.g., ceojuice@yourcompany.com — in your Microsoft 365 admin center.
  • Grant Power Platform Administrator — Entra Admin Center → Roles and admins → Power Platform Administrator → Add this user. This is what lets us create the dedicated CEOJuice environment in your tenant.
  • Pre-register MFA — Sign in once as that user at aka.ms/mysecurityinfo using a modern browser (Edge or Chrome), and add an authentication method (Authenticator app or phone). If MFA isn’t registered first, the install sign-in gets stuck on the “set up authentication methods” screen in a browser it can’t render.
  • Share the username and password securely with the CEO Juice deployment team.
3

A Security Group for App Users

We share the app and all its data connections with one Entra group once. From then on, you manage who has access by adding or removing members from that group — you never have to come back to us per user.

  • Group type must be Security — Entra Admin Center → Groups → New group → Group type = Security. Microsoft 365 groups and distribution lists will not work: the sharing UI accepts them, but members silently get a “no access” error on the data.
  • Add users as direct members — Nested membership (a person in another group that’s in this group) is not honored by Power Platform. Each user must be a direct member of this group.
  • Grab the Object ID — On the group’s Overview page in Entra, copy the Object ID value. You’ll hand that to us.

What you hand off to CEO Juice

Once the three steps above are done, send us these four things and the install is on us.

Item Where to find it
Tenant ID Entra Admin Center → Overview → Tenant ID
CEOJuice account username and password The user account you created in step 2 (with Power Platform Admin and MFA registered)
Security group Object ID Entra Admin Center → Groups → your group → Overview → Object ID
Invoice mailbox & folder The inbox (and folder inside it) where vendor invoice PDFs land — e.g., ap-invoices@yourcompany.com, folder Inbox. The parser flow watches this for new invoices.

Once we’ve installed in your tenant, ongoing access is managed by your IT through the security group (step 3) — no further help from us required to onboard or offboard a user.

Feature Walkthrough
Every Screen, Explained
Click through each screen to see what it does and why it matters.

Reconciliation Inbox

Your command center for invoice review. Invoices are grouped and prioritized automatically, so the most critical items surface first.

  • 📑
    Smart Grouping Invoices grouped by number with line item counts, total amounts, and coverage periods
  • 🎯
    Priority Scoring Percentage-based priority scoring (variance % × 0.7 + OCR confidence × 0.3) with manual override — highest-priority items surface first
  • ✍
    Bulk Actions Select multiple line items to assign, set status, or change priority in one operation
  • 🔍
    Compare Button One click to the side-by-side comparison view for any invoice's line items
  • ✅
    Resolve All One-click bulk resolve for all matched items on an invoice when everything checks out
  • 🔎
    Search & Filter Search by invoice number or vendor name, filter by status and priority, with live result counts
apps.powerapps.com — ID283 Recon Inbox
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
Reset Refresh
6 invoices (68 line items)
8847291
Pending Review · 3 line items
Metro Document Solutions
High Needs review: 3 Resolved: 0 Matched: 3/3
$247.83
Impact: $14.50
03/15/26 (38d)
8847156
Pending Review · 7 line items
Metro Document Solutions
High Needs review: 7 Resolved: 0
$3,892.40
Impact: $245.00
03/15/26 (38d)
7203844
Pending Review · 6 line items
Summit Office Technologies
Medium Needs review: 6 Resolved: 0
$12.47
Impact: $0.00
02/08/26 (73d)
9156023
Pending Review · 48 line items
Cascade Business Systems
Low Needs review: 48 Resolved: 0
$1,456.20
Impact: $0.00
01/22/26 (90d)
INV-2026-0341
Pending Review · 2 line items
Pacific Coast Imaging
Low Needs review: 2 Resolved: 0
$892.50
Impact: $0.00
03/01/26 (52d)
INV-2026-0342
Pending Review · 2 line items
Pacific Coast Imaging
Low Needs review: 2 Resolved: 0
$467.25
Impact: $38.50
03/01/26 (52d)
Select an invoice to view line item details ↓
▼ Selected Invoice — Line Item Details
apps.powerapps.com — ID283 Recon Inbox (Detail)
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
← Back to Inbox Invoice 8847291
Vendor
Metro Document Solutions
Invoice Date
03/15/2026
Total Amount
$247.83
Line Items
3
Coverage
03/01/26 – 03/31/26
Days Outstanding
38
Status
Pending Review
Priority
High
Equipment Amount Expected Variance Status Priority Assigned Actions
999943 — 8830-Di
SN: H7117101648 · View Contract
 $89.50 $82.00 +$7.50 (9.1%) ✓ 👤 ✔ ⇄
999944 — C550i
SN: A9CJ021003
 $105.33 $98.33 +$7.00 (7.1%) ✓ 👤 ✔ ⇄
999945 — C250i
SN: A7PH021559
 $53.00 $53.00 $0.00 (0%) ✓ 👤 ✔ ⇄
Bulk Actions: Apply to 1 Selected 👤 Assign All to Me ✔ Resolve All Compare Side-by-Side →

Side-by-Side Comparison

The heart of the reconciliation process. See exactly what the vendor invoiced vs. what your contract says — with mismatches highlighted in red.

  • 📈
    3-Column Table Field | Invoice Value | Contract Value — instant visual comparison
  • 🔴
    Mismatch Highlighting Rows with discrepancies turn red with dollar variance shown prominently
  • ⚡
    One-Click Actions Approve, Dispute, Flag for Review, or Email Vendor directly from the comparison view
  • 📧
    Pre-Built Email Auto-generates vendor email with invoice number, rates, and dollar impact pre-filled
apps.powerapps.com — ID283 Side by Side Comparison
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
← Back to Inbox Invoice INV-2026-0341 Pacific Coast Imaging
Invoice Summary
$892.50
Invoice #: INV-2026-0341
2 Line Items
Pending Review Low Priority
Line Items
Wide Format MFP - Base Rate
$42.50 · No variance
Matched
Wide Format MFP - Color Overage
$24.75 · +$2.50 variance
Mismatch
✓ No Variance $0.00
Invoice vs Contract Comparison
Wide Format MFP - Base Rate
FieldInvoice ValueContract / Expected
Amounts
Rate$42.5000$42.5000
Line Amount$42.50$42.50
Quantity & Pricing
Quantity1—
Unit Price$42.50—
Coverage & Matching
Coverage Period——
Match TypeMatched
✓ Approve ✕ Dispute ⚑ Flag ✉ Email Vendor

Vendor Contracts

Manage all vendor service contracts in one place. Every field auto-saves on change — no Save button needed.

  • 📄
    Inline Auto-Save Change any field and it patches directly to SQL — instant persistence
  • 🛠
    16 ITT Settings Manufacturer rates, toner inclusive, billing meters, pickup fees, termination rules, and more
  • 📋
    Copy & Bulk Import Duplicate contracts or paste CSV data for bulk creation with auto-validation
apps.powerapps.com — ID283 Contracts
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
NW-SUPPLIES-412 Active
Northwest Business Solutions
Program: Managed Supplies Program
EA Contract: 41562-01
PC-CLICK-318 Active
Pacific Coast Imaging
Program: Click Only Overage Program
EA Contract: 27843-01
PC-CPP-295 Active
Pacific Coast Imaging
Program: CPP Mono + Color Program
EA Contract: 18537-01
ACME-4720 Active
Pacific Coast Imaging
Program: CPP Mono + Color Program
EA Contract: 33490-01
VOG-CPP-FUTURE Active
Valley Office Group
Program: CPP Mono + Color Program
View Contract Details (4) →
☰ ITT Contract Settings ∧ Collapse
Billing & Rates
Routing & Contacts
Installation & Equipment
Pickup & Logistics
Termination & Notification
+ New Contract Save Contract Copy Bulk Import

Contract Details

Drill down into individual contract equipment lines. Each detail defines the pricing model, meter allowances, overage rates, and escalation schedules for specific equipment.

  • 📦
    Equipment Lines Each detail maps to specific equipment or items with individual pricing models and effective dates
  • 📊
    Meter Pricing Up to 3 meter types per detail with allowances, overage rates, and escalation percentages
  • ⚙
    Pricing Models Base Plus CPC, Flat Rate, CPC Only, and more — each with different field visibility rules
  • 🔄
    Escalation Tracking Base rate and overage escalation percentages for automatic rate increase calculations
  • 📅
    Rate Schedules Multi-year escalation timelines with configurable rate schedule templates — see projected rates across the full contract term
apps.powerapps.com — ID283 Contract Details
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
← Back to Contracts
Vendor
Pacific Coast Imaging
Customer
33490-01
Program
CPP Mono + Color
Contract #
ACME-4720
Start Date
06/15/2019
End Date
06/14/2029
Active
Contract Details (2 details) + Add New Detail
▼ Wide Format MFP - Base Rate Equip: 999943 Base Plus CPC
$24.00 +4.00% esc Active
Description
Wide Format MFP - Base Rate
Quantity
1,000.00
Base Rate
$24.0000
Base Rate Escalation %
4.00%
Effective Start
01/15/2026
Effective End
(none)
Equipment
Item
Pricing Model
Supplies Included
Active
Meter Pricing
Meter Type
Allowance
Overage Rate
Escalation %
10,000
$0.0045
3.00%
2,500
$0.0350
3.00%
—
—
0.00%
▶ Color Overage Click CPC Only
$0.00 Active
Rate Schedules
Base Rate Schedule
YearRateEsc %
2026$24.004.00%
2027$24.964.00%
2028$25.964.00%
Overage Rate Schedule
YearB/W RateColor Rate
2026$0.0045$0.0350
2027$0.0046$0.0361
2028$0.0048$0.0372

Vendor Programs

Define vendor program structures including pricing models, approved customers, items, and equipment. Programs link to contracts for organized management.

  • 🏠
    Program Structure Name, code, type, vendor, customer, date range, and pricing all in one view
  • 💰
    Flexible Pricing Fixed or Percent-of-List costing, plus rebate percentages and flat rebate amounts
  • 👥
    Approved Associations Link approved customers, items, and equipment to control program eligibility
apps.powerapps.com — ID283 Programs
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
Managed Supplies Program Active
SUPPLIES
Vendor: Atlas Supply Co
Click Only Overage Program Active
CLICK-ONLY
Vendor: Pacific Parts Direct
CPP Mono + Color Program Active
CPP-MONO-COLOR
Vendor: Pacific Parts Direct
• Customer: Bayside Corp - Main Campus
Labor & Service Coverage Active
LABOR-SVC
Vendor: ProServ Equipment Co
• Customer: Bayside Corp - Main Campus #16224
Legacy Hybrid Program Inactive
HYBRID-LEGACY
Vendor: Westfield Supplies Inc
Pricing & Rebates
Approved Customers, Items & Equipment
Details
+ New Program Save Program

AP Voucher Import

Pull available AP vouchers from e-automate and import them into the reconciliation pipeline. Checkbox selection with batch processing.

  • 📥
    One-Click Import Select vouchers and import — each calls the stored procedure individually with error handling
  • 🔎
    Search & Filter Find vouchers by vendor name or invoice number instantly
  • 📝
    Contract Status See at a glance which vouchers have active contracts before importing
apps.powerapps.com — ID283 AP Import
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
Select All Import Selected Refresh
12 vouchers available · 3 selected · Total: $14,285.50
Voucher # Vendor Name Date Amount Status
VCH-48291 Metro Document Solutions 03/15/2026 $3,892.40 Ready
VCH-48292 Metro Document Solutions 03/15/2026 $247.83 Ready
VCH-47108 Summit Office Technologies 02/08/2026 $12.47 Ready
VCH-46503 Cascade Business Systems 01/22/2026 $1,456.20 Ready
VCH-45877 Pacific Coast Imaging 03/01/2026 $892.50 Imported

Bulk Import Vendor Contracts

Upload a spreadsheet or paste data and let AI parse your columns automatically. Supports CSV, TSV, XLS, and XLSX files. A 3-step wizard: Upload, Review matched data, then Commit Import.

  • 📄
    File Upload or Paste Drag and drop a spreadsheet file (CSV, XLS, XLSX), or paste data directly. Excel files are automatically converted.
  • 🤖
    AI Column Mapping Any format accepted — Copilot Studio identifies and maps columns to contract fields regardless of header names or formatting
  • 🔍
    Dynamic Preview & Vendor Matching Review all columns the AI found in a scrollable table. Vendors and equipment are auto-matched against your master data with confidence indicators.
  • ⚡
    Batch Processing with Audit Trail Import dozens of contracts at once — each validated with include/exclude toggles. Every import is logged to the audit trail with filename and user.
apps.powerapps.com — ID283 Contract Import — Step 1: Upload
Contract Import
✓ Upload 2 Review 3 Complete
Import Contract Data
Upload a spreadsheet or paste data below. Any format is accepted — AI will parse and match vendors and equipment automatically.
📄
Drop a file here or click to browse
Supports CSV, TSV, TXT, XLS, XLSX
📄 vendor_contracts_Q2_2026.xlsx Remove
OR PASTE
Paste CSV or tab-delimited data here...
🚀 Process
apps.powerapps.com — ID283 Bulk Import — Step 2: Review
✓ Upload
2 Preview
3 Commit
5
Total Rows
4
Valid
1
Errors
# Contract # Vendor Description Base Rate Status
1NEW-CPP-001Metro Document SolutionsB/W Base Rate$35.00✓
2NEW-CPP-001Metro Document SolutionsColor Overage$0.04✓
3NEW-CPP-002Unknown VendorBase Rate$0.00✕ Vendor not found
4NEW-SVC-100Pacific Coast ImagingFlat Rate Service$150.00✓
5NEW-SVC-100Pacific Coast ImagingB/W Overage$0.005✓
Import 4 Valid Contracts
1 row with errors will be skipped

Admin

Full system configuration with clickable sidebar navigation. Core defaults, reference data, operational switches, audit log, and administrator access management.

  • ⚙
    Core Defaults Set pricing models, variance tolerances, auto-approval thresholds, and default assignments
  • 📋
    Reference Data Manage lookup tables for pricing models, variance reasons, statuses, and termination reasons
  • ⚠
    Operational Switches Emergency controls to pause processing, disable auto-reconciliation, or force manual review
  • 📜
    Audit Log Complete change history with filterable status, category, action, and user tracking
  • 🔒
    Admin Access Control who can access and modify application settings
apps.powerapps.com — ID283 Admin
CEOJuice
ID283 ITT Vendor Service & Billing Validation
InboxAP ImportContractsProgramsAdmin
Your Name
JN
Administration
Reference Data
Pricing Models
Status Codes
Billing Meter Types
Rate Schedules
Audit Log
Reference Data
Manage lookup tables used throughout the application.
Pricing Models + Add
NameCodeActiveActions
Base Plus CPCBASE_CPC✓Edit · Del
CPC OnlyCPC_ONLY✓Edit · Del
Flat RateFLAT✓Edit · Del
Labor & ServiceLABOR_SVC✓Edit · Del
Status Codes + Add
Status NameDescriptionColorActions
Pending ReviewInvoice awaiting reviewEdit
ApprovedInvoice approved for paymentEdit
DisputedDiscrepancy flagged with vendorEdit
ResolvedIssue resolved, no further actionEdit
Billing Meter Types + Add
Meter NameCategoryActiveActions
B/W TotalMonochrome✓Edit
Color TotalColor✓Edit
Large FormatSpecial✓Edit
How Reconciliation Works
Matching Every Line Against the Contract
Every invoice line passes through these 7 stages — 15 distinct validation checks in total — before anything reaches your inbox. Lines that come through cleanly are auto-approved; you only see what needs attention.
1

Find the Contract

Match the vendor by name (fuzzy ranked: exact → partial → contains). Match equipment by serial or asset number, item by SKU. Find the governing contract via four passes — header number, line number, cascade, or equipment → detail → contract.

2

Match the Detail Line

Inside that contract, pick the most specific row in priority order: Equipment > Item > Meter Type > Description > Effective Date. That row supplies the ExpectedRate for this line.

3

Calculate Expected Amount

Driven by the contract's PricingModel — base rate, meter overage (Usage − Allowance) × Rate, supplies-included, and other models. Multi-year rate schedules escalate automatically.

4

Validate Program Pricing

If the item or equipment is on a vendor rebate program, cross-check the ProgramPurchasePrice (Fixed or % of List), the expected rebate, and the customer's approval status on that program.

5

Compute Variance

Variance = LineAmount − ExpectedAmount. Stored on every line so reviewers see the exact dollar gap, not just a pass/fail flag.

6

Run Exception Checks

Tolerance breach, missing quantity, meter-allowance mismatch, supplies on/off contract, below minimum billing, duplicate invoice, customer not approved — each is its own flag so the reviewer sees exactly what's off.

7

Auto-Approve or Queue

Clean lines within tolerance with no exception flags are auto-approved — no human touch. Anything else lands in the Recon Inbox, prioritized by variance size and severity.

Every check runs automatically on ingestion. Your team focuses on resolving the exceptions that matter — not manually reviewing every line item.

ROI Calculator
Calculate Your Impact
Vendor invoice reconciliation is included in your CEO Juice subscription at no additional cost. You pay Microsoft directly for Power Platform licensing (Power Apps Premium per user or PAYG, Power Automate Premium, Copilot Studio). See how much manual effort and overpayment risk this process eliminates.

Your Numbers

How many vendor service invoices do you process per month?
10300
Average number of equipment/service lines per invoice
120
Time currently spent comparing invoices to contracts manually
2 hrs80 hrs
Industry average is $8-$25 per invoice in undetected overcharges
$0$50
Fully loaded cost of AP/billing staff per hour
$15$75

Your Projected Savings

Based on your inputs, here's what ID283 delivers
Time Saved Monthly
16 hrs
80% reduction in manual review time
Overpayments Caught Monthly
$750
Across 50 invoices
Labor Cost Savings Monthly
$560
16 hours at $35/hr
Total Annual Impact
$15,720
$1,310/month in combined savings
Included in Your CEO Juice Subscription
No additional software cost. You pay Microsoft directly for Power Apps Premium (per-user or PAYG), Power Automate Premium, and Copilot Studio. See full licensing details ↑
Continuous Improvement
Built for Office Technology Companies
ID283 is actively developed and shaped by real feedback from Office Technology companies. We release updates regularly as part of your CEO Juice subscription — no upgrade fees, no migration headaches.

💬 Driven by Your Feedback

Every feature in ID283 started as a real request from Office Technology companies. We prioritize based on what will save you the most time and catch the most money — not a generic product roadmap.

🚀 Regular Updates

New capabilities are deployed directly to your tenant as part of your subscription. Recent additions include AI-powered email invoice parsing via OCR + Copilot Studio, side-by-side invoice comparison, granular ITT contract settings, AI-assisted bulk contract import from spreadsheets, multi-year rate schedule escalation, percentage-based priority scoring, and bulk resolve actions.

🔗 ID890 Ecosystem Integration

ID283 connects with other CEO Juice processes you already know. ID890 cross-dealer sync enablement streamlines ITT contract data sharing and invoice reconciliation across your network — all part of the CEO Juice ecosystem.

🎯 What's Next

We're actively exploring direct e-automate AP invoice integration and automated vendor mismatch notifications — all driven by feedback from Office Technology companies. Have a feature request? We want to hear it.

Ready to Stop Overpaying?

AI-powered reconciliation, included in your CEO Juice subscription. Runs in your Microsoft tenant. Your data never leaves your infrastructure.

Get Started ➝