UpsideBilling automates the inspection of invoices and bills, looking for errors, exceptions and special conditions, and to dynamically determine the workflow required for each document and/or line item. The automated inspection of invoices commonly includes confirmation of quantities, price, timing, billing terms, etc. based on a contract, and comparison of values against previous experience. In addition to validation of invoices, UpsideBilling can also generate automatic payments in response to un-invoiced events or milestones under a contract.

In support of sell-side business, UpsideBilling can be used to automate the creation of outgoing invoices and bills based on contracted activities.

Approved invoices and bills (those that pass automated inspection, have been manually approved, or that have been generated by the system) are passed to the appropriate system(s) (e.g. ERP) for continued processing, either for payment (for incoming invoices) or for distribution (for outgoing bills).