Reconciliation Software for Benefit Brokers and clients

Tabulera is integrated with Employee Navigator and automatically pulls enrollment data into the platform - no file uploads or manual mapping required.

If your clients are reconciling their own invoices, they should start by creating a free 30-day trial account. During setup, they select Employee Navigator as their enrollment source and ask you to activate the integration in the Marketplace.

If you are offering reconciliations-as-a-service, you should enable the integration for each client you reconcile.

If you are offering reconciliation-as-a-service, Tabulera sets up your platform based on the number of carrier invoices and enrollment system instances. Typical implementation time is around 30 days. Once the initial implementation, configuration, and mapping are complete, you can start uploading invoices and reviewing variances.

If your clients are reconciling their own invoices, they can create an account and get started in minutes—no IT setup or onboarding delay.

Brokers using Tabulera uncover everything from missing coverage and salary-based premium errors to age band mismatches, unprocessed QLEs, wrong tier billing, and unbilled employees. Whether it’s a system error, carrier miscalculation, or outdated enrollment, Tabulera flags the variance early - so your clients can fix it before it turns into a costly write-off. After that, brokers simply notify the carrier or their client to resolve the issue.

Enrollment and billing errors can take months to fix - and often lead to write-offs. Tabulera helps your clients catch issues early, so they do not overpay for missed enrollments or unresolved variances. You become the partner who solves real problems, not just places policies.