How Cass workflows are usually organized
Public Cass materials commonly emphasize:- High-volume invoice intake and processing
- Payment and disbursement management
- Cost allocation and ERP-ready reporting outputs
How your Cass data maps to Nectar
| Cass-style source concept | Nectar destination | Migration notes |
|---|---|---|
| Business unit or cost-center hierarchy | Company + site | Keep allocation hierarchy and reporting tags. |
| Vendor and utility account references | Account | Preserve account IDs and utility metadata. |
| Facility-level utility service points | Meter | Add commodity and units for analytics consistency. |
| Invoice headers and line-item charges | Bill | Retain invoice numbers, service periods, and charge categories. |
| Consumption and demand details | Usage data | Normalize units and fill missing metadata before cutover. |
| Cost allocation outputs | Data Export views | Rebuild allocation-ready exports for finance consumers. |
Recommended onboarding plan
Capture current reporting requirements
Document allocation dimensions, required fields, and month-end reconciliation expectations.
Extract historical invoice and usage data
Pull account, invoice, and consumption datasets for a representative historical window.
Map to Nectar operational model
Align costs and usage to companies, sites, accounts, and meters, then validate source IDs.
Pilot and reconcile outputs
Validate pilot results against existing Cass outputs for totals, periods, and allocation tags.
What improves in Nectar
- More utility-context detail for each invoice and usage record
- Better issue detection and correction before downstream reporting
- Stronger bridge between payable data and sustainability analytics
Features to evaluate in Nectar
Depending on your current Cass operating model, Nectar may add:- Utility-specific onboarding workflows for ongoing source collection
- Built-in Data Quality monitoring for anomalies and missing periods
- Richer analytics across commodity, site, and historical trends
Nectar support during migration
Nectar provides:- Mapping design sessions with finance and operations stakeholders
- Pilot-side reconciliation and sign-off checkpoints
- Cutover support and post-launch optimization