For insurance finance teams drowning in broker remittances
Your team matches payments. Ours does too—in seconds.
We take your bank statements, parse every broker remittance (PDF, Excel, email—doesn't matter), and match each line to your unpaid policies. Your team handles only the exceptions.
Trusted by insurance underwriters
Sound familiar?
Every morning, your finance team opens their inbox to find 15 broker remittances.By lunch, they've processed six.
Download PDF from email. Open Excel. Start copy-pasting policy numbers.
'J. Smith' doesn't match any record. Search manually. Find 'John Smith Trading Pty Ltd'. Note the discrepancy.
Amount is $150 short. Email the broker. Wait for response. Move to next remittance.
This remittance has 47 line items. Excel crashes. Start over.
Broker responds: 'The $150 was a commission adjustment.' Update the record. Finally reconciled.
9 remittances still in the queue. Tomorrow will be the same.
91%
of time spent on routine matching
$70K
annual cost per FTE
6
emails per discrepancy
Meanwhile, cash sits unreconciled in suspense accounts. Compliance risk grows.And your best people are doing data entry.
The Matching Problem
Nothing ever matches exactly.That's the whole problem.
Brokers send "J. Smith Trading" when your system has "John Smith Trading Pty Ltd". Policy numbers are formatted differently. Amounts include adjustments you weren't expecting. Your team spends hours figuring out what matches what.
Broker Remittance (PDF)
ABC Insurance Brokers
What the broker sends you
Receipting.com
AI matches insureds across systems, normalizes policy numbers, handles amount adjustments
Your Invoices (Matched)
From your underwriting system
Only exceptions need your attention
Your finance team goes from processing every line to reviewing only exceptions.
That's how we save 91% of receipting time—not with magic, but by doing the tedious matching work for you.
Testimonials
Trusted by finance and IT leaders
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.
Trusted by leading insurance companies
Getting Started
Start today. No IT project.No waiting.
Your finance team can start saving time the same day. Full integration with your underwriting system comes later—when it's convenient for IT.
Upload your bank statement
Any format. We extract every transaction line automatically.
Forward your remittances
PDFs, Excel files, emails—forward them to your dedicated inbox.
Upload open invoices
Export from your system. We'll match remittance lines to invoices.
Review exceptions only
We handle 95%. You review the rest. Download reconciled data.
When you're ready
Full automation with system integration
Connect your bank account and underwriting system. Transactions flow automatically. Most clients see full ROI from day one—integration is a bonus.
2
IT connections
when convenient
Upload a real remittance. See the extracted data in minutes.
Upload your messiest remittance
That one PDF with 50 line items. The Excel file with merged cells. We'll extract every row and send you the structured data.
Results in minutes • No signup required • Data deleted after sending
Your data is processed securely and deleted immediately after we send your results.
Build Your Business Case
What's receipting costing you?
Adjust the sliders to match your volume. See exactly what you'd save—and what you'd pay. No hidden fees. No surprises.
1-50 bank accounts
AI automation improves invoice categorization
Easy Invoices
1,460
65% → 73%
↑ 8% increase
Intermediate
500
25% → 25%
No change
Complex
40
10% → 2%
↓ 80% reduction
Cost Breakdown
Net Annual Savings
Time Saved
Time Reduction
FTE Equivalent
Your Monthly Fee
Pricing in USD. $242.86 per bank account + $0.45 per matched invoice at your volume.
Under the Hood
Built for messy real-world data
Brokers don't send clean data. Policy systems have inconsistent naming. Bank statements vary by institution. We handle all of it.
Bank Statement Parsing
Upload any format. We extract every transaction line with reference numbers, amounts, and dates.
Remittance Extraction
PDFs, Excel, emails—forward them to us. We parse policy numbers, insured names, and amounts from any layout.
Fuzzy Matching
Names don't match exactly? Policy numbers formatted differently? We handle it. 95% auto-match rate.
Exception Workflow
When something can't be matched automatically, flag it for review with full context. Resolve in one click.
Compliant Infrastructure
Your data stays in your region. SOC 2 Type II. No data commingling. Enterprise security standards.
System Integration
Connect your underwriting system when ready. Matched invoices sync back automatically. No manual exports.
Ready to stop drowning in remittances?
Upload a remittance and see the extraction in minutes. Or calculate your ROI to build the business case.