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When the AI invoice review (or your own check) turns up a charge that doesn’t match the contract, you can open a dispute to challenge it with the vendor. This is the first step in the dispute funnel: open the dispute here, then draft and send the dispute email, and track the vendor’s response.
The Dispute Agent is in beta. We’re still refining how it drafts emails and reads vendor replies, so behavior may change. We’d love your feedback — send it to us through the Support button in the sidebar. In the app, the Dispute tab is marked Beta.

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Who can dispute, and when

Disputes are a consultant workflow. You open and manage them from the invoice’s Dispute tab.
The dispute agent is rolling out gradually and isn’t turned on for every account yet. If you don’t see the Dispute tab on your invoices, your account doesn’t have it yet — select Request Support at the bottom of the sidebar to ask for access. See Get help and contact support.
A dispute can only be initiated before the invoice is approved. Once an invoice is approved, it can no longer be disputed — the Dispute tab shows “Disputes Not Available” with the message that disputes must be initiated before an invoice is approved. A dispute you opened earlier and resolved stays viewable in read-only form even after the invoice is approved.
Open the dispute before you approve the invoice. If you’ve already approved it and later find a problem, you can’t start a dispute against it.

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Open a dispute

1

Open the invoice and go to the Dispute tab

Select the invoice, then choose the Dispute tab. The tab is available on invoices that have not yet been approved.
2

Review the summary and the AI suggestion

With no dispute open yet, the tab shows a Review Summary (invoice number, property, vendor, and the proposed amount) alongside an agent suggestion banner. The banner is often driven by the AI invoice review findings.
3

Start the dispute

Use the suggested action in the banner to open the dispute. Opening it generates a draft email for you in the next step.
You don’t have to compose anything from scratch. Opening a dispute moves straight into a pre-filled, AI-drafted email — see Draft and send a dispute email.

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The dispute lifecycle

A dispute moves through a small set of states:
  • Active — the dispute is open and you’re preparing or reviewing communication with the vendor.
  • Awaiting vendor — you’ve sent an email and the panel is monitoring for a reply. Active and awaiting-vendor flip back and forth as messages go out and replies come in.
  • Resolved — the dispute is closed with an outcome (for example, a credit was issued or an adjusted invoice was received). See Resolve a dispute.
  • Withdrawn — you chose to drop the dispute without a vendor-side resolution. See Withdraw or reopen a dispute.
When a dispute needs attention, the Dispute tab shows a red dot so you can find it quickly. The dot appears for any active dispute, and for an awaiting-vendor dispute that’s gone 10 or more days since the last contact. When a vendor has replied to an active dispute, the dispute header also shows an Action Needed chip so you know the response is waiting on your review.

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Next steps