Reports & dispute letters
From the last decision to the letter, in one click.
When the review is done, Overtrace drafts the response: a letter to the contractor stating what’s substantiated and what’s disputed, an Excel workbook listing every item with its basis and pages, and the package itself — annotated, highlighted & bookmarked.
The problem
Finishing the audit is only half of it. Then you write it up.
The write-up takes a day.
Totals by category, a line for every dispute, a page reference for each, and a letter around it all.
Manual bookmarks.
Bookmarking a thousand-page package by document and day, by hand, every month.
Different audiences, different documents.
The trade needs every detail; leadership needs one page.
The solution
Everything the trade, the client & the file need.
A contractor letter, drafted
Presented, substantiated & disputed, the largest categories, and the basis for each item. Ask the AI to make it shorter, firmer or friendlier.
An Excel workbook
Every finding, filterable, with reconciliations for labor, equipment & materials, the rate card, a page index and the assumptions used.
An annotated package PDF
Each finding highlighted on its billing row, notes on the evidence pages, and a clickable index of findings.
Auto-bookmarks
Invoice, summary, each day, detail, field package & receipts — bookmarked automatically. On pilot packages, they matched hand-made bookmarks on more than 99% of pages.
Every report kept
Each export is saved, so last month’s audit is always one click away.
Questions
Common questions.
Can we change the letter’s format?
Yes. The letter is drafted from the review and can be edited directly or rewritten by the AI — longer and detailed for a trade, short and summarized for leadership.
What’s in the Excel workbook?
Every finding with its amount, rule, basis and page references, plus reconciliations — each employee-day billed vs. signed, each equipment line, each material line traced to its receipt — and the rates and assumptions the audit used.
Get started
Bring us your worst package.
See Overtrace audit a real T&M billing package in a 30-minute demo. Then prove it on your next two invoices in a 60-day pilot.