Benefits Reconciliation
Reconcile medical, dental, and vision benefits in minutes instead of hours.
Automated Document Import & Parsing
Quickly upload your insurance invoices and payroll reports with one simple click. The system extracts key data so you can immediately see the critical details without digging through spreadsheets.
Intelligent Matching & Confidence Scoring
Easily compare your invoices against payroll records with a clear confidence score. Any records that need your attention are flagged, so you can focus on reviewing only the items that matter most to your workflow.
Flexible Grouping & Custom Configuration
Configure how benefits are grouped based on your specific plans—whether they’re split across multiple line items or combined. This flexibility lets you tailor the process to match your current setup, ensuring accurate reconciliation every time.
Want to know more?
Sign up for a quick demo to see how you can get a pulse of your customers’ feelings and get out ahead of issues before they escalate.
Still have questions?
It lets you choose individual or grouped configurations, so you can adjust the matching rules to fit your plan structure.
It’s flagged for your review, ensuring you can quickly address any potential discrepancies.
The exception report clearly outlines mismatches, so you can prioritize your review and resolution process.
Absolutely—you can process anything from small batches to large 100-page invoices seamlessly.
Yes, the system is fully customizable to accommodate the varying needs of your benefit plans.
Anecdotally, most users save half the time it would take to do a reconciliation.
It accepts standard report formats with iSolved and Employee Navigator, so you can continue using your existing payroll and benefits management tools without disruption.
Automated parsing paired with confidence scoring minimizes errors, while offering manual override options for extra assurance.