Is Tabulera for me?

If you manage group benefits for 100+ employees, benefits administration is already complex. On top of that, teams still spend hours on work that is largely manual.

Reconciling carrier invoices
Managing EDI 834 connections

Both processes take time and do not scale well.
This is exactly what Tabulera’s software platform streamlines.

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
Confirm payroll deductions match carrier bills
Identify tier mismatches
Generate audit-ready reconciliation reports
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 clear audit trails for billing adjustments
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?

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. Besides that Tabulera is integrated with: