by PitCrew · Delaware, United States
A highly accurate, guardrail-first operational agent that validates every client fee and detects billing discrepancies before they become compliance risks
The PitCrew Fee Reconciliation Agent validates client billing across multiple systems, comparing what was charged against advisory agreements, custodian records, and firm fee schedules. It flags overbilling, underbilling, missed exclusions, and household aggregation errors. Produces an audit-ready reconciliation report per billing cycle.
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