Core Features
Finds policy, premium and commission columns on its own, and learns from every correction.
Matches policies even when formats differ: 12345, 1-234-5 and 12345-TX001.
CSV, Excel and PDF. Enterprise adds PDF Vision AI for scanned statements.
Splits, custom rates and running costs per agent and carrier, saved for next month.
Excel reports with matches, discrepancies, missing policies and per-agent breakdowns.
Each agency's data is kept separate, with role-based access for every user.
Simple Process
Three steps to automate your commission reconciliation
Upload your AMS and carrier commission files (CSV, Excel, or PDF)
Machine learning automatically identifies policy numbers, premiums, commissions
Download Excel reports with matches, discrepancies, and per-agent breakdowns
Full Platform
More than a file comparison: agent history, splits, payments and a portal for your agents.
Upload your AMS export once. Next month, just add the new carrier statement.
Each agent's commissions by carrier and period, down to the policy, with YTD totals.
Carrier commission or a custom rate, minus running costs, split between agency and agent.
Record check, ACH, wire or cash payments and see what each agent is still owed.
Agents sign in to see their own commissions and payments, and nothing else.
Premium, commission received and agent payouts by carrier and period, at a glance.
Why Choose Us
Your team stops matching spreadsheets line by line. You see every missing commission, and every agent sees exactly what they are owed.