NEW

isolved Integration for Benefits Reconciliation

Expand Your Offering. Reconcile at Scale.

Payroll providers and staffing companies use Tabulera’s isolved integration to grow their benefits reconciliation services.

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Tabulera is an isolved Marketplace Partner
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Powering benefits reconciliation for isolved-based teams

What Payroll Providers Can Do with isolved Integration:

Reconcile
75%
Faster than in Excel

Turn hours of work into minutes

Equip your team for client growth

Catch benefit billing errors before they impact clients

Rate Differential
Enrolled on isolved, not billed
Termination in transit

Manage reconciliation across multiple instances

Provide reconciliation visibility to clients with reports

Track variances until resolved

How Our isolved Integration Automates Benefits Reconciliation:

Manual benefits reconciliation often relies on Excel to bridge isolved data and carrier invoices. Errors in this process put client trust and long-term relationships at risk, especially when the entire workflow depends on spreadsheets built and maintained by one person.

Spreadsheets:

Month Start
Month End
Manual clean-up
Carry over prior period items
Generate isolved reports
Download carrier invoices
Align names, plans
Carry over prior period items
Long analysis
Identify variances
Separate resolved vs open items
Manual reporting
Summarize balances
Prepare explanations
Roll forward unresolved items

Tabulera:

Helps keep up with Growth

Always in Sync

Tabulera’s isolved integration keeps enrollment and payroll data aligned, so reconciliation runs without manual preparation.

No Excel Layer

Reconciliation starts with historical context already in place. Prior-period variances carry forward automatically, without rebuilding spreadsheets or re-aligning files.

Simple Workflow

Monthly Reconciliation follows a clear, structured workflow that any team member can manage, removing dependency on a single person.

Secure by Design

Sensitive employee and client data is protected with role-based access, audit history, and controls that support secure, compliant reconciliation.

Guided Training

Tabulera provides hands-on training and ongoing education, ensuring both current and new team members know how to use the platform effectively.

Core features of Tabulera's isolved Integration

Benefit reconciliation involves multiple stakeholders but often lacks a clear owner, leading to manual, fragmented workflows. Tabulera bridges these gaps, providing a central source of truth that simplifies the process for everyone involved.

Ready to use

The platform is fully implemented with initial mapping and setup completed upfront. Once live, teams can drop in monthly client invoices and start reconciling immediately.

Smart Filters

Employees without variances are automatically filtered out, so teams only work on records that actually need attention. This removes hours of manual review every cycle.

Auto Variance Categorization

Patterns become clear quickly, such as repeated variances caused by a single configuration issue.

Full Transaction History

All financial transaction data is stored at the employee level in one place. This makes it easy to review past activity and analyze issues without pulling data from prior periods.

Payroll Frequency Handling

Different payroll frequencies are automatically reconciled against monthly carrier bills. No manual adjustments or custom logic are needed to align deductions and invoices.

Variance Tracking & Follow-Up

Variances can stay open when an adjustment is expected in a future month, ensuring nothing is lost or forgotten. Issues are tracked until they are fully resolved.

Vast Reporting Capabilities

Once reconciliation is complete, reports can be downloaded and shared directly with clients. This makes it easy to explain outcomes and close the loop without extra work.

Complete Audit Trail

Every reconciliation action is recorded automatically, creating a clear history of changes, decisions, and resolutions. This makes it easy to support reviews, answer client questions, and demonstrate how each variance was handled.

Schedule a call to learn how other organizations have replaced manual reconciliation with scalable process

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“Since switching to Tabulera, reconciliation that once took multiple hours, sometimes even days, now takes about 30 minutes — it’s saved me hours of rework and eliminated so much busy work.”

Katie Buisman

HR Manager

VTC

Case Studies

Learn how HR service providers organizations leverage Tabulera’s Benefits Reconciliation module in real-world environments.

ZampHR Improves Monthly Reconciliation Efficiency by 75%

See how ZampHR (Engage PEO Company) streamlined benefits reconciliation for 13,000 employees, reconciling 130 monthly carrier invoices.

Carlene Sachs
Director of Benefits
Read Case Study

ROI Case Study: Tabulera Eliminated 97% Benefit Write-Offs

See how an organization with 7,000 employees achieved ROI within Q1 by eliminating benefits reconciliation discrepancies with Tabulera.

Read Case Study

Scaling Services with the isolved Integration

Tabulera helps payroll providers scale benefits reconciliation as a service without increasing risk or operational complexity. Leadership teams gain the control and predictability needed to support growth.

Protect Client Relationships

Reduce the risk of billing errors and escalations that can damage trust and lead to client churn.

Scale Services Without Adding Headcount

Support client growth and acquisitions without relying on more staff or fragile manual processes.

Reduce Key-Person Risk

Eliminate dependency on spreadsheets owned by one individual by standardizing reconciliation across the team.

Increase Operational Predictability

Move from ad-hoc reconciliation to a repeatable process with clear visibility into status and outcomes.

FAQs about Tabulera's isolved integration

Who uses Tabulera alongside isolved?

Tabulera is used by payroll providers, PEOs, and staffing companies that run benefits reconciliation as an ongoing service. These organizations rely on isolved integrations to support reconciliation at scale without manual processes.

Can Tabulera reconcile data from isolved alongside other systems?

Yes. Tabulera supports benefits reconciliation when isolved is used alongside other enrollment or payroll systems. This includes environments where online enrollment data comes from another platform.

Can Tabulera support isolved integrations with multiple instances?

Yes. Tabulera supports isolved integrations across multiple instances, including environments created through growth or acquisitions. All instances are handled within a single reconciliation workflow, without added setup or operational complexity.

How does training work?

Tabulera provides guided training to help teams get the most out of the platform. New team members are trained as they onboard, ensuring reconciliation remains consistent even as teams change.

What kind of support does Tabulera provide?

Tabulera offers ongoing support during normal business hours to assist with daily platform usage beyond implementation.

Is the isolved integration for benefits reconciliation secure?

Yes. Tabulera’s platform infrastructure is supported by established processes and procedures that ensure corporate, payroll, and benefits data is securely maintained and monitored. Tabulera is SOC 1 Type II compliant.

What data is synced through the integration?

The integration syncs the HR & Payroll data required for benefits reconciliation. This data is used to accurately match carrier invoices and identify variances without manual file alignment.

How long does the isolved integration take to implement?

Implementation typically takes a few weeks. During this time, the Tabulera team handles the initial setup, including mapping isolved data to carrier invoices, plan name mapping, and employee matching, so the platform is ready to run at go-live.

Does Tabulera integrate directly with isolved?

Yes. Tabulera integrates directly with isolved for benefits reconciliation, eliminating the need to regenerate and export monthly reports. Once connected, reconciliation runs without manual data preparation each cycle.

Schedule a call to learn how other isolved users have replaced manual reconciliation with a scalable process.

Schedule Demo