What is PAGassist?
PAGassist is Profit Advisory Group’s telecom expense management workspace. It gives PAG analysts one place to organize client locations, vendors, invoices, services, contracts, users, savings opportunities and client-facing reporting.
The goal is not simply to store invoice data. PAGassist is designed to help analysts review that data, identify issues, connect it to the correct locations and contracts, document findings, and give the client visibility into the results.
The basic workflow
For most new clients, the flow is:
Create Client → Add Vendors → Add Locations → Add/Import Invoices → Review Invoice Data → Add Contracts → Link Records → Add Users → Validate Reporting
You do not have to complete every step in exactly that order. PAGassist allows you to come back and connect records as more information becomes available.
VIDEO: PAGassist in 3 Minutes
SCREEN GRABS: PAGassist's New Client Workflow
Overview Tab
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Quick entry of customer and vendor details
Invoice Intake & Review Tab
- Where you can manually input invoice details OR upload CSV outputs.
- CSV outputs could be SmartFusion extraction reports, OR you can download the appropriate template and upload that CSV after population
Contracts Tab
- The place where you can upload PDFs for visual review, alongside input key contract details
- The cleanest linking experience is to input Contracts second
Users Tab
- Where client user information and access can be added, archived, and deleted
Locations Tab
- Where you can input the known locations provided from the customer
- Once added, if a location does not match ingested invoices, it will flag on the invoice
Pro Tip: Input locations first, this will help the automation support linking contracts and services from the start
Last verified: October 2026
Applies to: PAGassist MVP
Something look different? Report it to support@pagassist.com.
