Bill Tracking¶
MeterBase tracks utility bills for every property in your portfolio. Upload bills as PDFs for AI-powered analysis, or enter them manually. This guide covers both workflows.
Uploading Bills¶
Single Bill Upload¶
- Navigate to the property detail page
- Click Upload Bill
- Drag and drop a PDF or click to browse
- MeterBase's AI analyzes the bill and extracts all data automatically
- Review the extracted data and click Confirm
Bulk Upload¶
Upload multiple bills at once for the same property or across properties:
- Navigate to Bills > Bulk Upload
- Drag and drop up to 50 PDF files
- MeterBase processes each bill asynchronously
- Review results on the bulk upload status page
File Requirements
- Format: PDF only
- Maximum size: 25 MB per file
- Best results with utility-generated PDFs (not scanned images)
- Scanned bills work but with lower extraction accuracy
AI Bill Analysis¶
When you upload a PDF, MeterBase's AI engine (powered by Anthropic Claude) extracts structured data from the bill. Here is what it captures:
Extracted Fields¶
| Category | Fields |
|---|---|
| Billing Period | Start date, end date, service days |
| Account Info | Account number, meter number, service address |
| Usage | Total kWh, peak kWh, off-peak kWh, demand kW |
| Charges | Energy charges, demand charges, fixed/customer charges, taxes, riders, surcharges |
| Rate Info | Rate schedule name, utility name |
| Totals | Total amount due, previous balance, payments received |
Charge Categorization¶
MeterBase categorizes every line item into one of these types:
| Type | Description | Example |
|---|---|---|
energy |
Per-kWh energy charges | "Generation Charge: 5,000 kWh x $0.08" |
demand |
Per-kW demand charges | "Demand Charge: 45 kW x $12.50" |
fixed |
Monthly fixed fees | "Customer Charge: $150.00" |
tax |
Taxes and government fees | "State Sales Tax: $42.18" |
rider |
Surcharges and adjustments | "Fuel Cost Adjustment: $0.012/kWh" |
credit |
Credits and refunds | "Solar Net Metering Credit: -$125.00" |
AI Insights¶
Beyond extraction, the AI generates contextual insights:
- Anomaly detection -- Flags bills that are significantly higher or lower than historical averages
- Cost drivers -- Identifies the largest charge components and what is driving costs
- Rate recommendations -- Suggests if a different rate schedule might be cheaper based on the usage pattern
- Seasonal patterns -- Notes seasonal trends after 3+ months of data
Example insight output:
- Total cost increased 18% month-over-month, primarily due to a 22% increase
in demand charges. Peak demand reached 67 kW vs. 55 kW last month.
- This property's load factor is 0.42, which is below average for multifamily.
A demand-based rate may not be optimal.
- Consider TOU-GS-1 which has no demand charge for accounts under 75 kW.
Auto-Fill Property Data¶
When you upload a bill for a new property (or one with minimal data), MeterBase can auto-fill property fields from the bill:
- Utility -- Detected from the bill header
- Rate schedule -- Extracted from the bill's rate designation
- Service address -- Parsed from the bill
Review Auto-Filled Data
Auto-fill suggestions are shown for your review before saving. Always verify that the detected utility and rate schedule are correct.
Manual Bill Entry¶
If you do not have a PDF or prefer to enter data manually:
- Navigate to the property detail page
- Click Add Bill > Manual Entry
- Enter the billing period, total amount, usage (kWh), and optionally individual charges
- Click Save
curl -X POST https://api.meterbase.io/api/bills \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{
"property_id": 1,
"period_start": "2026-06-01",
"period_end": "2026-06-30",
"total_amount": 4827.53,
"total_kwh": 38200,
"peak_demand_kw": 67.5,
"rate_schedule": "TOU-GS-2-B",
"charges": [
{"type": "energy", "description": "On-Peak Energy", "amount": 2145.20},
{"type": "energy", "description": "Off-Peak Energy", "amount": 1562.33},
{"type": "demand", "description": "Demand Charge", "amount": 820.00},
{"type": "fixed", "description": "Customer Charge", "amount": 300.00}
]
}'
Bill History and Trends¶
The property detail page includes a Bill History section that shows:
- Timeline view -- Monthly bars showing total cost over time
- Usage chart -- kWh consumption trend with seasonal overlay
- Cost breakdown -- Stacked chart showing energy vs. demand vs. fixed costs
- Table view -- Sortable list of all bills with key metrics
Key Metrics Tracked¶
| Metric | Description |
|---|---|
| Total cost | Bill total amount |
| Cost per unit | Total cost / number of units |
| Cost per sqft | Total cost / square footage |
| Cost per kWh | Average blended rate |
| kWh per unit | Usage per dwelling unit |
| Demand (kW) | Peak demand reading |
| Load factor | Average demand / peak demand |
Monthly Cost Tracking¶
MeterBase aggregates bill data at the portfolio level to show:
- Monthly portfolio cost -- Sum of all property bills for each month
- Year-over-year comparison -- Same-month comparison against prior year
- Budget variance -- Actual vs. budgeted cost (if budgets are configured)
- Cost per unit trend -- Portfolio average cost per unit over time
Editing and Deleting Bills¶
Edit a Bill¶
If the AI extraction missed something or you need to correct a value:
- Open the bill from the property's Bill History
- Click Edit
- Modify any field
- Click Save
Delete a Bill¶
Deleting Bills
Deleting a bill removes it from all calculations including savings analysis and cost trends. If tenant charges were already calculated from this bill, those charges are not automatically reversed.