We ended the three-day week.
For a commission-heavy insurance practice.
Edited interface previews. Names, branding and figures are fictional demo data. Select a thumbnail to view it above.
We took out the manual entry. Statements parse themselves in seconds.
We took out the report chase. Accountant-ready in a minute. When a figure doesn't match, it flags it instead of quietly getting it wrong.
We took out the guesswork. Bank line to commission line, every dollar accounted for.
We took out the flying blind. See what's growing, act on it.
The problem
A commission-heavy insurance practice was losing three days every week to reconciliation. Statements from providers arrived in different formats, got typed into spreadsheets by hand, and had to be checked against the bank line-by-line. A paid tool that promised to help still needed manual work behind it. Errors slipped through.
What we built
A commissions engine that ingests provider statements automatically, matches every line to the bank, and produces the weekly report accountant-ready. When a figure doesn't match, it flags it - instead of quietly getting it wrong. The paid tool got cancelled.
Outcome
20 minutes
The three-day reconciliation became a twenty-minute weekly run. $12k a year off the software bill. 100% bank-matched with zero manual entry.