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OBE Power’s onboarding, billing reconciliation, and recurring host payments ran on spreadsheets and manual copy-paste. We built an operations portal where AI agents draft the work and people stay in control of every approval.
OBE Power operates EV charging across a large network of host sites: the property owners and organizations that run charging locations on the OBE platform. Behind that network sat a back office where onboarding, billing reconciliation, and recurring host payments were almost entirely manual: spreadsheets as the system of record, a growing ticket backlog, and too much riding on one person.
Building on a multi-year product engineering partnership, SynergyBoat designed and built an operations portal where AI agents draft the work and people approve it.
The goal was never to replace people. It was to stop making a lean team do mechanical data entry.
Every core operation was mature but manual. The team’s own phrase for it was “death by a thousand cuts.” No single step was hard; together they consumed the week.
Where the time was going:
The need: take the mechanical work off the team without taking away control.
The Starting Point
The Approach
We designed and built a chat-first operations portal with a dedicated agent for each area: billing, payments, onboarding, and monitoring. Each agent does the mechanical work and produces a reviewable draft; money and privileged actions always pass a human gate, with separation of duties and an append-only audit trail.
Technology Stack
Complex host statements used to be re-keyed field by field. Now the agent reads the statement, extracts every field, and reconciles bills to charging sessions. A person confirms instead of typing.
A single host payment meant gathering figures, merging unpaid periods, and prepping a note for finance: 10–15 minutes of copy-paste every quarter, per host.
New accounts were cloned database records with a long-lived shared credential, and one person authorized to do it.
Owners with dozens of sites carried them all in one long, hand-checked list, where a missed entry silently hid a site.
Everything that needs a human lands in a single queue, and every action is logged: who, what, before and after.
The Impact
The work that used to consume a lean back office (payment data entry, onboarding steps, reconciliation passes) shifts to review-and-approve. People spend their time on judgment, not copy-paste.
How it holds: every money action still passes a human approver; the agent removes the data entry, not the judgment. Autonomy expands only as each check earns it.
Every manual step in the back office is now met by a drafted one.
Host Payments in Minutes
Roughly 15 minutes of copy-paste per payment is now under 2 minutes of review.
A Backlog Within Reach
900+ open payment tickets, drafted by agents and queued for human approval.
Utility Bills, Extracted
Statements are read by the agent and confirmed by a person, with no more re-keying off PDFs.
Onboarding in One Approval
About 30 minutes of cloning and checking replaced by a single approval with unique credentials.
Site Lists That Reconcile Themselves
Missing sites are flagged automatically before a customer loses access.
Control You Can Audit
Separation of duties on every payment and an append-only log of who did what, before and after.
Hire a handful of sharp people, automate the process, and make them the human in the loop — people who make judgment calls, not a call-center running a script.
— Head of Operations, OBE Power
One partnership, multiple engagements. See what else we built together.
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