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Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk
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Skills Marketing and referrals Prospects and proposals Client onboarding Client meetings Client service Portfolio oversight Billing and fees Data and reporting Compliance and risk All agents
Agent library / Billing and fees

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Billing and fees

PitCrew checks every household's fee against its signed agreement, confirms there is cash to cover each debit and reconciles what was collected to what was billed. Your billing team works only the exceptions and signs off.

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Example run with sample data

Agents in Billing and fees

Choose an agent to see what it reads, what it produces and the rules it follows.

Fee schedule validationChecks every household's fee against its signed agreement and explains each difference.Approved by: Billing team and complianceQuarterly billing reconciliationReconciles fees collected against fees calculated and lists every rejected or missing debit.Approved by: Billing teamCash availability analysisChecks every account has cash to cover its fee before the debit, and prepares the sell list.Approved by: The trader and advisorsFee calculation and invoicesCalculates fees from each agreement and prepares invoices and fee files for approval.Approved by: Billing team, then the COOFee settings vs agreement and ADVCompares your billing system settings with the signed agreements and your Form ADV fee disclosure.Approved by: Compliance and billingSigned agreement checkConfirms every household has a current signed agreement and every discount has a document behind it.Approved by: Compliance and billing

Questions firms ask

Last updated: October 2026

What does Billing and fees cover?

PitCrew checks every household's fee against its signed agreement, confirms there is cash to cover each debit and reconciles what was collected to what was billed. Your billing team works only the exceptions and signs off.

Does a person approve the work?

Yes. Each agent shows its work to the right person before anything is written to your systems or sent to a client. Every run is kept in your firm's private deployment.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

Other Skills

The rest of the agent library, in the order of a client's life with your firm.

Marketing and referralsReferrals, events, newslettersProspects and proposalsInquiries, fit checks, proposalsClient onboardingNew accounts, transfers, formsClient meetingsPrep, notes to tasks, follow-upClient serviceRequests, money movement, updatesPortfolio oversightDrift, cash, model changesData and reportingMatching data, client and firm reportsCompliance and riskReviews, exams, security
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