How do you keep statements compliant as market rules change?

The Retail and Billing software uses configurable statement types (e.g., initial, interim, final, and resettlement) and a settlement calendar to align calculations and publication schedules with current market rules. This design enables teams to adapt quickly without custom code rewrites and net prior‑period adjustments as required.

Will this work with our existing systems (ETRM, ERP, CIS, BI)?

Yes. Our solution supports standard data exchange with finance and analytics environments, exposing settlement and retail data for ERP posting and BI reporting. The data store is accessible to common BI apps (e.g., Power BI and Tableau), and integrations can be delivered via database views/APIs or file‑based exchanges, depending on your IT standards.

How can the Retail and Billing solution help simplify settlements and improve billing accuracy

The software streamlines settlements by automating processes and reducing manual errors. It integrates with your existing systems for accurate data flow, adapts quickly to market changes, and provides real-time visibility into financial operations. The results are fewer disputes, stronger cash flow, and better customer experience, all while having less operational risk.

Retail and Billing Software Solution

Description

For distribution companies, our energy market retail and billing software supports bottom-up forecasting and backcasting of millions of meters with a variety of models for data estimation. For suppliers, it supports obligations with comprehensive PJM integration. For ISOs, TSOs, and DSOs, the solution delivers transparent and traceable calculations to easily follow market rule changes to ensure timely, compliant closings and confident financial outcomes.

Key highlights

End-to-end retail and settlement workflows and support
Proven scalability across millions of meters
Automated compliance with market rules
Fast, accurate energy and financial settlements

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Software details
FAQ

Overview

Energy market settlement and retail operations software
The Retail and Billing solution enables energy companies to manage complex retail and settlement processes with confidence. This energy market settlement software simplifies data handling, accelerates financial close, and provides clear visibility into performance. With built-in adaptability for evolving market structures, the software supports operational efficiency and financial integrity, helping organizations reduce risk and maintain trust across stakeholders.

Challenges with settlement and billing for power markets 
Retail energy markets are evolving fast, and complexity in data, compliance, and settlements drains resources, delays payments, and squeezes margins. Understanding the wholesale versus retail energy market is key to choosing the right settlement and billing solution for accurate, timely reconciliation.

From regulatory shifts to reconciliation headaches, these challenges put unnecessary pressure on operations and finances.

Are you having trouble:

Staying current with market rules and regulatory changes?
Managing massive data sets and time‑series validation?
Handling complex contract and tariff settlements?
Reducing invoice disputes and speeding reconciliation?

Benefits

Gain control over these challenges with the Retail and Billing solution. Improve compliance, strengthen cash flow, and increase confidence. Our customers consistently:

Avoid penalties or delays with on‑time, compliant ISO submissions and customer and supplier statements and invoices.
Accelerate cash flow with faster reconciliation and fewer disputes.
Reduce compliance risk and simplify audits with interval-level transparency.
Easily scale without operational strain to manage high‑volume retail and settlement processing.
Enable faster, optimal decisions through seamless integration with ERP and BI systems.

Ready to enhance retail billing and settlement accuracy and workflow today.?
Connect with our team to learn more and ask for a free demo.