PrismHR Integration for Benefits Reconciliation

The PrismHR Reconciliation Gap

Spreadsheets don't scale. Billing errors do.

Every client you add brings new carriers, new plans, new invoices. The reconciliation process doesn't grow with them — it's still someone exporting PrismHR reports into Excel and eyeballing thousands of lines. Errors that slip through come out of your margin, in both directions.

We reconciled $66M in premiums against PrismHR.

58,000+ line items across 250 monthly carrier invoices. 99% matched. The 1% that didn't was worth $870K.

$535K under-collected

Premium the PEO was owed but never billed or recovered.

$334K over-collected

Over-deducted from employees, or overpaid to carriers.

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This is what slips through

Terminations not synced

Employees leave, but the carrier keeps billing. The single biggest leak — and it compounds every month nobody follows up.

Rate mismatches

Wrong rates, wrong tiers, plan assignment errors — invisible unless someone compares invoice lines to PrismHR.

Retro changes & timing

Retroactive adjustments and enrollment timing differences that Excel can't keep straight across 250 invoices.

COBRA coverage errors

The long tail: COBRA records that never reconcile, missed coverage changes, plan setup errors.
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Tabulera allows PrismHR PEOs to:

Reconcile 75% faster than in Excel

See billing variances down to each employee and plan. Reconcile master and client-sponsored plans. Keep up with growth and control write-offs at scale.

Automated matching

Upload invoices. Tabulera does the rest.

Matches invoices to PrismHR and COBRA
Auto-resolves enrollments and terminations in transit
Shows only real exceptions, per employee and plan

Variance tracking

Every discrepancy tracked until closed.

Open items tracked with notes and color tags
Follow-ups logged per employee and plan
Complete audit trail for every resolution

Reconciliation reporting

Every cycle documented and shareable.

Totals, adjustments, and cost per employee
One-click export of every panel to Excel
Audit-ready for finance, carriers, or clients

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HOW THE INTEGRATION WORKS

How Benefits Reconciliation works with PrismHR:

With PrismHR integration, data stays in sync automatically. Reconciliation starts faster with no manual enrollment or payroll uploads.

Connect

Our team takes care of the integration and configures the platform within 48 hours. Connected once, used everywhere.

Upload your invoices

Pick the reconciliation period, drop in your carrier bills, and map invoice plans to PrismHR data.

Select reconciliation type

Choose payroll or enrollment reconciliation, based on the issues you need to review.

Resolve issues

Skip clean records — work a short list of variances. Notify carriers, correct PrismHR data, or apply write-offs per policy.

The EDI Bottleneck

For a growing PEO, EDI never stops piling up.

Every new client or acquisition brings new carriers and plans. Most EDI vendors need six months per feed — and new requests go to the back of the line.

The consequences stack up

Feeds delayed

Delayed feeds mean manual updates, coverage gaps, and stale data at the carrier. The backlog never clears.

Stuck maintaining

Spec changes, plan updates, carrier rejections — your team is stuck keeping old feeds alive instead of launching new ones.

Vendors keep failing

Slow turnaround. Poor communication. Missed deadlines. You switch vendors — and the cycle starts over.

Permanent Workarounds

Feeds aren't live, so someone manually updates carrier portals. That workaround quietly becomes the process.

TABULERA'S EDI CONNECTIVITY

From PrismHR data to carrier-ready 834 files.

Tabulera handles the entire EDI pipeline — built, tested, and sent on schedule. Adding a feed becomes routine.

One feed per carrier

Multiple PrismHR instances. One clean feed.

Merge data from multiple PrismHR instances
Combine enrollment and payroll from any source
No added headcount needed

Build and run

New feeds live in about 30 days.

Each feed built, tested, and sent on schedule
Maintenance and spec updates included
Carrier coordination fully managed
OE Support included

Full visibility

Know exactly what was sent

Live dashboard shows every file
Member Search: any employee, down to the exact record
Off-cycle requests handled within a business day

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FAQ

Frequently asked questions

Does Tabulera integrate directly with PrismHR?

Yes. Tabulera integrates directly with PrismHR to sync enrollment and payroll data for benefits reconciliation.

How long does the PrismHR integration take to set up?

Our implementation team will assist you with setting up the Web User and the Single Sign-On in the PrismHR platform. Afterwards, you'll be able to log onto the platform and upload the healthcare or ancillary invoice of your choice. Our development team will require 48 hours to configure the remainder of the platform.

What reporting and analytics capabilities does your platform offer?

The majority of our panels and data within the application are downloadable into Excel, which is our default reporting tool.

Do you offer training and onboarding support?

Yes, the implementation and ongoing support are provided by our knowledgeable support teams.

How are invoice balances are tracked over time and how are they reflected?

The system maintains a running plan balance ledger at the employee and plan levels. This ledger can be adjusted with the appropriate authorization.

What kind of user access controls and auditing features are available?

The Tabulera Portal is a role-based platform with various level of access and workflow authorisation.The system maintains a log of user interactions that can be reported.

How does your platform handle COBRA administration and integration?

To the extent COBRA records appear on an invoice, Tabulera can receive the appropriate enrollment or remittance data from your COBRA administrator, this ensures that your invoices can be completely reconciled.

How Tabulera handles the setup of benefits plans?

Depending upon the enrollment or payroll platform we can take a combination of system reports, flat files or API connections to obtain plan setup information. Customized rules for mapping enrollment and payroll data to carrier invoice information can be implemented with our setup team.

How often should I reconcile?

Reconciliation should be done each time your carriers publish new invoices. Since the invoice adjustment timespan is usually limited to 60 days for most carriers, we suggest resolving the identified mismatches on the platform as soon as possible, as these mismatches between systems can have a significant impact on PEO's businesses.

What types of reconciliations can Tabulera support?

We support both comparing enrollment data to carrier invoices (enrollment reconciliation) and comparing payroll data to carrier invoices (payroll reconciliation) with the Tabulera Reconciliation Module. Our 60 Day Free Trial Period is designed to support a payroll reconciliation process.

When does the Trial Period begin?

The trial period begins once you provide a sample invoice, and we connect the payroll and enrollment data from PrismHR. We will also provide an overview session of our software.

Will there be a charge for using Tabulera during the trial period?

There is no charge for the setup or use of Tabulera's Reconciliation module during the 90 Day Trial Period. The trial is limited to one invoice. After the trial period we can provide a quote for the on-going use. Our per employee per month pricing is based on the number of enrolled employees you anticipate reconciling each month.

PrismHR Integration for Benefits Reconciliation & EDI

isolved

75%

30 Days