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Reporting, audit, plans, and billing

Enterprise customers need more than processing screens. They need transparency: what happened, who did it, what it cost, and what plan is active.

Reporting​

Reporting should be product-specific.

Accounting reports​

  • received documents;
  • verified documents;
  • export success rate;
  • export failures;
  • average verification time;
  • duplicate rate;
  • supplier quality;
  • client workload;
  • approval bottlenecks;
  • documents by source.

IDP / OCR reports​

  • provider benchmark;
  • documents per hour;
  • OCR confidence trends;
  • low-confidence fields;
  • line item quality;
  • verifier productivity;
  • QA sampling result;
  • SLA breaches;
  • cost per provider.

Archive reports​

  • records by retention class;
  • legal hold count;
  • disposition queue;
  • policy coverage;
  • expired records;
  • evidence chain issues;
  • preservation format review.

Audit journal​

Audit journal should provide fast filtering:

  • date range;
  • tenant;
  • user;
  • role;
  • action;
  • document id;
  • product;
  • IP address;
  • resource type;
  • severity;
  • correlation id.

The auditor role should see audit and reports without edit-heavy controls.

Billing workspace​

Billing should be product-scoped. A customer using only Archive should not see Accounting plan details as if they were active.

The customer side should show:

  • active product;
  • selected plan;
  • usage;
  • current status;
  • next billing date;
  • payment method;
  • invoice history;
  • download invoice;
  • upgrade or contact sales;
  • usage overage warning.

The admin side should manage:

  • tenant subscriptions;
  • product entitlements;
  • plan catalog;
  • trial state;
  • suspension;
  • warnings;
  • invoice records;
  • payment method status;
  • manual override with reason.

Pricing dimensions​

Possible pricing dimensions:

  • documents per month;
  • pages per month;
  • OCR/AI provider usage;
  • storage size;
  • archive retention volume;
  • number of companies or clients;
  • premium connectors;
  • ERP export connector;
  • support SLA.

Operational billing controls​

  • do not disable access without warning;
  • keep read-only archive access when billing is under review;
  • separate trial sandbox and production subscription;
  • expose usage clearly;
  • record subscription changes in audit.