Invoicing Automation
Bills in. Invoices out.
Carrier Invoices In. Invoices out. A/R on Autopilot.
Premiums, fees, taxes - extracted automatically.
Clients, policies, coverages - matched in your AMS.
Eff Dates and PR/BR, auto-applied.
GL with AR AP balances, updated on post.
From carrier bills to posted invoices.
System that reads carrier bills the way your billing team would, faster.
Every bill. Every line. Every fee.
Premiums, surplus lines taxes, policy fees, installments breakdowns, extracted from PDFs, emails, policy systems, portals. No rekeying. No missed line items.
Matched to your book. Not a spreadsheet.
Each invoice line is matched to the right client, policy, and coverage. Questions surfaced for proactive review, not as accounting exceptions at month-end.
Posted. Balanced. Done.
Invoices post to your policy systems with the right GL codes, AR entries, and commission splits. No backlog. No reconciliation surprises.
Numbers that matter
Scales with your agency, not against it
Get a live demo50 carriers or 500. It just works.
Your divisions, your GL, auto-routed.
Entries route to the right systems, the right accounting period, the right transaction code. Multiple divisions, multiple GLs. Done.
Installments, fees & taxes. Handled.
Premium financing splits, multi-pay schedules, per-installment due dates - generated automatically from a single carrier bill.
Aging AR balances.
Receivables automatically tracked and followed upon, updated when invoices post, discrepancies proactively flagged.
