Is Tabulera for me?

When you're managing group benefits for 100+ employees, core benefits administration is already overwhelming. And behind the scenes, the back-office processes pile up - leading to the uncomfortable realities nobody wants to admit:

No CFO wants to admit they're writing off billing errors.
No Benefits Administrator wants to admit they gave up reconciling invoices.

Most organizations just accept the financial leakage.

Without reliable EDI connections, your team manually keys enrollment changes into carrier portals - introducing errors that often go undetected because reconciliation keeps getting deferred.

What you'll find below is the sales experience we'd want to have ourselves. It will help you figure out if Tabulera is right for you - plain and simple.

What is Tabulera?

Tabulera is a benefits administration platform that simplifies critical back-office work in benefits management with Modules for:

Benefits Reconciliation catches billing errors before they become write-offs.

EDI 834 eliminates manual enrollment entry with connections that go live in 4 weeks, not 6 months.

Who uses Tabulera?

Employers with 100+ employees
Benefit Broker Agencies offering reconciliation services
Benefit Brokers advising small and large group employers
PEOs and ASOs reconciling plans and sending EDI files
Service Providers offering reconciliation services
MEWA trusts managing multiple participating employers

What do benefit teams do with Tabulera?

Benefit teams connect their enrollment and payroll data to Tabulera to catch terminated employees still being billed, find active employees missing from invoices, validate that payroll deductions and contributions match billed amounts, identify tier mismatches, generate audit-ready reconciliation reports, and launch EDI 834 feeds without IT projects or carrier delays.

What does the CFO/Controller do with Tabulera?

With Tabulera, CFOs and Controllers can eliminate year-end benefits write-offs, know exactly what to accrue for carrier premiums each month, maintain audit trails for all billing adjustments, and close the books faster with completed reconciliations.

What are the benefits of using Tabulera?

With Tabulera's Benefits Reconciliation, you’ll:

Save 75% of the time. What takes days in Excel takes hours in Tabulera. Focus only on the discrepancies that matter.
No more write-offs. Catch billing errors before carrier refund deadlines expire. Stop losing money to preventable mistakes.

The biggest advantages of the EDI 834 Module are:

Live in 4 weeks, not 6 month. Skip the IT projects and carrier calls.
Works with any HRIS/payroll system.
Combines multiple sources into one file.

What are signs that Tabulera might be the right fit for me?

Tabulera focuses on streamlining the two supporting tasks in benefits administration that create the most financial risk. Our clients often tell us they had given up on reconciliation altogether because the process was too manual, too time-consuming, and too easy to push down the priority list.

Tabulera is likely a good fit if:

You spend days each month reconciling benefits invoices in Excel.
You rely on one person to manage reconciliation, creating risk if they’re out.
Your finance team is forced to write off premium errors at year-end.
You’ve been waiting months for an EDI connection that still isn’t live or tested.
HR and Finance both touch benefits data, but neither has full visibility.
You’re worried about terminated employees still being billed—or active employees missing coverage.

What are signs that Tabulera might NOT be the right fit for me?

You prefer to fully outsource HR and benefits administration to a service provider or PEO.
You don’t have 100+ employees, so benefits reconciliation isn’t a recurring challenge and EDI connections are not relevant for your team.
You’re comfortable managing reconciliation in Excel and writing off premium errors at year-end.

What HRIS, Payroll, COBRA systems does Tabulera work with?

Tabulera is platform agnostic - you can upload report exports from ANY system. If your platform can export a census file and a payroll report, it will work with Tabulera.