Beautiful Dashboards
Understand your cash receipting performance and how to improve it
Track your team's performance, identify inefficient trust accounts, and discover opportunities for improvement with our comprehensive dashboard.
Real-Time Analytics
Monitor total amounts processed and FTE reduction in real-time with 30-day rolling metrics
Trust Account Insights
See automation rates, ease of reconciliation, and task distribution for each trust account
Actionable Recommendations
Identify which accounts need attention with clear metrics on policy fixes and unallocated tasks
The Hidden Cost of Manual Receipting
Insurance finance teams face daily frustrations that compound into massive inefficiencies
3+ hours daily
Manual PDF Processing
Remittances arrive as PDFs or spreadsheets. Your team spends hours finding emails and copy-pasting data.
30%+ error rate
Mismatched Information
Insured names, policy numbers, and payment amounts often do not match your records exactly.
2+ weeks to resolve
Communication Overhead
Each payment discrepancy triggers lengthy email chains with brokers to resolve.
$Cash in limbo
Unreconciled Payments
Large amounts of unreconciled payments sit in suspense accounts, impacting cash flow and compliance.
91.3%
of receipting time is manual
$70K+
wasted per employee annually
6 emails
to resolve discrepancies
The result? Valuable time is wasted, errors lead to cash flow delays, and compliance risks increase—all while finance teams, brokers, and underwriters struggle to resolve discrepancies.
Receipting.com is here to fix that.
Trusted by Finance and IT Leaders
See what our newest customer says about transforming their receipting process.
The app has reduced the time spent reconciling payments by more than 90%.
The receipting.com team told me it would be my easiest software project this year, and they were right!
It's rare for a project to result in both happy finance staff and happy IT staff.
Tools your team will love to use
Intuitive interfaces designed for finance teams to quickly find, review, and manage receipts
Instant Search
Find any receipt instantly with powerful search across all payment data
Clear Receipt Details
View allocations, remittance lines, and track differences with one-click write-offs
Document Management
Download, expand, and manage remittance documents all in one place
How the receipting workflow works
A seamless, automated process that connects all your systems
Forward remittance and closing advices
Send your remittance emails and closing advices directly to receipting.com
Upload bank statements
Sync your bank statements to automatically create receipts
Upload invoices
Sync invoices from your underwriting system
Automatic matching
Receipts automatically pair with remittances, and remittance lines match invoices
Sync back to underwriting
Payment records and paid invoices are sent back to your underwriting system
Complete automation, zero manual work
Every step is automated with AI-powered matching that handles even the most complex scenarios. Your team focuses on exceptions only, while the system handles the routine work.
How It Works
Start Today, Scale Tomorrow
Two implementation phases - start getting value immediately
Phase 1: Immediate Relief
Start same day - No IT required
Upload Bank Statement
Upload your bank statement in any format
Forward Remittances
Forward remittance emails or upload files
Upload Invoices
Upload your unpaid invoice list
Download Results
Get matched data with reconciliation report
Get 90% of the benefits immediately
91.3% time reduction across all invoice types
Phase 2: Full Automation (Optional)
Schedule with your IT team when convenient
Connect Bank Account
IT team connects to bank for automated transaction feed
Connect Underwriting System
IT team integrates with your policy system
That's it! Just two simple IT connections for complete automation
Most clients see full ROI from Phase 1 alone
No Long Implementation. No Waiting.
Start saving 91.3% of your time today
Business Case
Calculate Your ROI
See how much time and money you could save with automated receipting
1-50 bank accounts
AI automation improves invoice categorization
Easy Invoices
2,190
65% → 73% of total
↑ 8% increase
Intermediate
750
25% → 25% of total
No change
Complex
60
10% → 2% of total
↓ 80% reduction
Cost Breakdown
Net Annual Savings
$55,433
Time Saved
1,904h/yr
Time Reduction
91.3%
FTE Equivalent
108.6%
Your Monthly Fee
$1,990
Pricing in USD. Base plan includes 1 bank account and 3,000 invoices.
Features
Everything You Need for Automated Receipting
Every format supported
Automated Bank Statement Matching
Direct bank connection, real-time pulling, AI matching regardless of format
100% match accuracy
AI-Powered Remittance Line Matching
Extracts from any format, handles imperfect matches, learns patterns
Handles many:many matching
Complex Invoice Reconciliation
Multiple remittance lines to multiple invoices, intelligent combination finding
Quick discrepancy resolution
Streamlined Broker/Underwriter Communication
Secure finance, underwriter and broker access
Global data centre coverage
Dedicated, Compliant Infrastructure
Your data stays in your country, serverless, no mixed data
Real-time sync
Seamless Integration
Automatic invoice status updates, maintains system of record
Why Choose Receipting.com?
91.3%
time saved
95%+
auto reconciliation
100%
data security
0
manual entry errors