What an Assisted review hands over.

Still open

• $51.36Accepted by Fin, as you recorded, with no credit on an invoice yetAsk Fin which invoice it will be on.
• $2.85Needs evidenceFrom your team

What matches

• Invoice HSB00001-0043 · 15 September to 14 October 2026Your invoice for 15 September to 14 October 2026 is supported by your contract as far as it could be checked. Deductions expected on this invoice: 1 outcome. Seen on this invoice: $0.95.

What needs attention

• Invoice HSB00001-0042 · 15 August to 14 September 2026Charged more than your contract supports: $51.36. 1,284 outcomes charged at $0.99 each where your contract's price is $0.95: $51.36 more than your contract supports. Order form 2026-02, section 3.Fin accepted, as you recorded; the credit is not on an invoice yet. Next step: ask Fin which invoice it will be on.
• Needs evidence: 3 outcomes, $2.85. These conversations carry a spam or test tag your team put on them, and the export does not say when: a tag put on before the answer means the conversation was never chargeable, one put on after does not. An export with the time each tag was applied, or a full export, would settle it.From your team

What cannot be concluded

• Fin’s count. Fin's own list for this period has the same count as the invoice, 1,284, but that does not establish the count: Fin has not confirmed that its export is the list of what it charged and nothing records when the list was taken.
• Teammate replies, requests for a person and returns in another channel could not be checked. This needs the conversations themselves, which this checker never reads.
• Previews in Fin's list could not be checked. This needs a column saying where each conversation came from, which this export does not have.

AThe calculation

Invoice HSB00001-0042 · 15 August to 14 September 2026 · Charged more than your contract supports

The term it rests on: Order form 2026-02, section 3, “We pay $0.95 for each resolution and procedure handoff.”

• As you recorded: you sent questions F-bbe6-36e1 to Fin on 17 September 2026, by email.
• As you recorded: Fin answered on 24 September 2026 that it accepts (reference 88231). Your record of Fin's answer is your account of it, not Fin's own document.
• Fin accepted, as you recorded; the credit is not on an invoice yet.

BThe next invoice

Invoice HSB00001-0043 · 15 September to 14 October 2026 · No difference in what could be checked

CWhat could not be checked, and what would settle it

• Needs evidence: 3 outcomes

  These conversations carry a spam or test tag your team put on them, and the export does not say when: a tag put on before the answer means the conversation was never chargeable, one put on after does not. An export with the time each tag was applied, or a full export, would settle it.

  From your team
  $2.85
• Fin’s count

  Fin's own list for this period has the same count as the invoice, 1,284, but that does not establish the count: Fin has not confirmed that its export is the list of what it charged and nothing records when the list was taken. What would settle it: Fin's own list of the conversations invoice HSB00001-0042 charges, if Fin will give it.

  From Fin

• Teammate replies, requests for a person and returns in another channel could not be checked. This needs the conversations themselves, which this checker never reads.

  Previews in Fin's list could not be checked. This needs a column saying where each conversation came from, which this export does not have.

  Not checked

Your baseline

$3.80 per resolution a customer confirmed, 15 September to 14 October 2026; $4.09 the month before.

From Fin’s export, which keeps each conversation’s most recent resolution state. Fin counts a resolution as confirmed when the customer gives positive feedback after its last answer.

Your notice date

1 January 2027. The last day to give notice before the term ends on 31 January 2027.

Terms worth asking for

Each answers something this review could not settle.

• Fin’s own list of the conversations each invoice charges.Fin's own list for this period has the same count as the invoice, 1,284, but that does not establish the count: Fin has not confirmed that its export is the list of what it charged and nothing records when the list was taken.
• The time each tag was applied, in Fin’s export.These conversations carry a spam or test tag your team put on them, and the export does not say when: a tag put on before the answer means the conversation was never chargeable, one put on after does not. An export with the time each tag was applied, or a full export, would settle it.
• A column in Fin’s export saying where each conversation came from.Previews in Fin's list could not be checked. This needs a column saying where each conversation came from, which this export does not have.

Comparisons with other vendors

Renewal comparisons with other vendors are scenarios: they show their assumptions (volume, features, minimums) and never promise another agent would perform the same. A scenario starts from your own volume: 1,197 outcomes billed, 15 September to 14 October 2026. This sample has none, since no other vendor’s published prices are recorded here with a source and a date.