Your AI teammate to support UBM Operations
Ask. Investigate. Create. Communicate. Act.
Astrid understands your BillPortal environment, works across your data and workflows, creates reports and operational files, manages vendor communications, guides your team through the platform — and brings actions back to you for approval.
An AI teammate & orchestration layer — not just a chatbot
You tell Astrid the outcome you need. It understands your organisation and the BillPortal platform around you, investigates the data, creates reports and operational files, composes and receives vendor communications, helps configure workflows, guides your team through the platform, initiates actions — and brings sensitive decisions back to you for approval. It works inside your utility operation, not beside it.
- Understands your organisation and the BillPortal platform around you.
- Creates operational artifacts — reports, files, setups and vendor drafts.
- Coordinates large-scale work (e.g. ACH outreach to every vendor) from one instruction.
- Human-in-the-loop by design — sensitive actions come back to you for approval.
Utility bill management is exhausting. Astrid lends a hand.
Chasing information, reconciling exceptions and following up with teams is painful — and even well-resourced teams feel the hollowness of carrying it alone. We built Astrid to give every person on your team an extra pair of hands: to help them come up to speed, cut the busywork, and get answers without the chase.
A brain that drives the platform. Astrid's engine does the heavy lifting; we've simply wrapped it in a familiar conversation so anyone can just ask.
And a little personality. Astrid has a sense of humour and will crack the odd joke while it works — because the work is serious enough already.
Everything you can hand to Astrid
Six things Astrid does today, grounded in the work already happening in BillPortal.
Ask across your operations
Find bills, accounts, vendors, properties, payments, notes and exceptions in plain English — no report name or navigation path required.
Investigate what does not match
Trace overdue and missing bills, payment discrepancies and vendor-level patterns without jumping between screens.
Turn answers into reports
Create CSV, Excel and branded sustainability PDF outputs from data you are permitted to access.
Prepare vendor outreach
Draft one email or a batch of follow-ups, then review and approve before anything is sent.
Guide complex onboarding
Work through collector setup, utility-platform migration, missing-bill configuration and ENERGY STAR readiness one step at a time.
Prioritize sustainability work
Identify high-impact properties, recommend emissions targets and generate portfolio reporting.
Put Astrid to the test with your own bills
Register free, upload a few sample utility bills or onboard your UBM data, and watch Astrid investigate, create and act on it — no commitment, and free AI credits to start.
Takes a minute · your data stays permission-scoped to your organisation
Ask it the way you'd ask a teammate
Real questions across the teams Astrid supports. Pick one to see how Astrid responds.
Ask → permission check → tool → answer → review
You ask naturally
Type a normal business question — no schema, report name or filter syntax needed.
Astrid selects approved tools
Astrid interprets the intent and chooses a purpose-built BillPortal capability.
Your permissions are applied
BillPortal enforces your organization and role scope before any data is retrieved.
You get evidence and a next step
A concise answer with sources, plus a report, draft, link or guided next action.
You review before it matters
Supported write workflows show a preview and require your explicit confirmation.
Powerful, but controlled by default
Astrid is powered by leading language models and grounded in your workspace — with guardrails you can rely on.
Role-based & organization-scoped
Astrid inherits your organization and role scope. Its data tools are limited to permitted collections and fields — it cannot see everything.
Grounded at answer time
Astrid is not custom-trained on your private data. At answer time it combines your question with approved tools that retrieve current, permission-scoped data.
Review before action
General operations are read-only by default. Sensitive supported workflows use preview and confirmation gates — nothing consequential happens without you.
Astrid can do remarkable things and unlock real efficiency — but it's early, so we ask you to test it, confirm the results, and share your feedback so it keeps getting better. AI-assisted output depends on the prompts you give it and can contain inaccuracies; verify important dates, amounts, account numbers and commitments before acting or sharing. Astrid is in Beta and provided without warranties on its actions.
Free credits to start — pay only for what you use
Because we want you to feel comfortable exploring, Astrid credits are included free on every free registration and on all paid plans — so you can play, test and see the value before you spend a cent. There's no lock-in and no forced subscription: you pay only for what you use. This is an early phase and Astrid will keep evolving. AI credits are prepaid and non-refundable once used (BillPortal incurs model and infrastructure costs per action), so spend them thoughtfully.
- Free Astrid credits on free registrations and all paid plans.
- No subscription lock-in — you only pay for what you use.
- AI credits and bill credits are metered separately.
- Prepaid credits are non-refundable once used; low-balance warnings appear in Astrid.
Frequently asked questions
No. Astrid is not custom-trained on your private company data. At answer time, BillPortal provides relevant context and permission-controlled tools that can retrieve current workspace data for your request.
The usage terms and privacy notice governing your use of Astrid.
See how much time and spend you can reclaim
Book a personalised walkthrough and we’ll map BillPortal to your portfolio, suppliers and payment flows.