PEO Software for Benefits Reconciliation and EDI

the PEO Platform for
reconciliation and EDI

10+ years helping the leading PEOs stop premium leakage and deliver EDI files.

Works with any HRIS, Payroll, or COBRA systems

Trusted by:

how our PEO
software helps

Benefits Reconciliation for PEOs

Catch premium
variances faster

Replace spreadsheets with automated matching of carrier invoices against enrollment and payroll data.

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EDI Connectivity for PEOs

Deliver EDI Files
in 30-Days

From enrollment data to carrier-ready 834 files - Tabulera handles the entire EDI pipeline for your PEO.

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Tabulera’s Benefits reconciliation

Equip your PEO with a platform that replaces the spreadsheet - a structured workflow your team can follow to reconcile faster.

Automated
Matching

Upload invoices. Tabulera does the rest.

  • Auto-Matches against HRIS, Payroll and COBRA
  • Auto-resolves timing differences
  • Surfaces only real exceptions

Variance
Tracking

Every discrepancy tracked until closed.

  • Open items visible until resolved
  • Follow-ups and notes logged
  • Complete audit trail for every resolution

Reconciliation
Reporting

Every cycle documented and shareable.

  • Totals, adjustments, and costs per employee
  • Export to Excel in one click
  • Audit-ready for finance, carriers, or clients

Why PEOs Still Reconcile Benefits in Spreadsheets

Payroll? Covered. Enrollment? Covered. Reconciliation? Still a spreadsheet. One person owns it. Everyone depends on it. Nobody talks about what happens if that person leaves.

We analyzed 11,674 premium invoices. Here's what we found.

92% of all line records lined up. The other 8% contained these variances:

  • Wrong rates

  • Ghost (terminated, but still billed) employees

  • Employees with missing coverage

This is what slips through:

Paying for people who left

Terminated employees stay on carrier invoices. Without follow-up, premiums keep billing month after month.

Rates don’t match

Wrong rates, incorrect tiers, plan assignment errors - unflagged because no one is comparing invoice lines to the HRIS.

Enrollment never reached the carrier

Enrolled in the HRIS but the carrier has no record. Nobody catches it until a claim is denied.

Refunds missed

Carriers typically allow 30–60 days to recover overpayments. Miss that window and the money is gone.

Tabulera’s EDI Connectivity

From enrollment data to carrier-ready 834 files - Tabulera's PEO solution handles the entire EDI pipeline.

Carrier Feed Setup & Maintenance

Tabulera handles it. Your team doesn't have to.

  • Go live in ~4 weeks, not 6 months
  • Ongoing maintenance and spec updates included
  • Carrier coordination and testing fully managed

Multi-Source Data Aggregation

Multiple HRIS platforms. One accurate carrier feed.

  • Combine benefits enrollment and payroll from any source
  • Start small. Scale without limits.
  • No added headcount needed

Transmission
Visibility

Know exactly what was sent and what came back.

  • Real-time status for every file
  • Look up any member’s enrollment data instantly
  • Full transaction history without touching raw EDI files

Why Getting EDI Carrier Feeds Live Takes Too Long

Most EDI vendors take six months. Internal teams aren't faster. They're buried in maintenance. New feeds? Back of the line.

The consequences stack up:

Feeds delayed. Enrollment by hand

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 spends their time keeping old feeds alive instead of launching new ones.

Vendors keep failing

Slow turnaround. Poor communication. Missed deadlines. You switch vendors. Cycle starts over.

Workarounds become permanent

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

Case Studies

Explore the outcomes employers and outsourcers achieve using Tabulera's Benefits Reconciliation Software.

50,000 Lives and Every Acquisition Needed Carrier Feeds Yesterday.

Vensure needed carrier feeds live before new acquisitions could operate. Tabulera's EDI made that possible in weeks - sometimes days.

Andrew Lindley
CIO/COO
Vensure Employer Services
Read Case Study

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
ZampHR
Read Case Study

Why PEOs Choose Tabulera

Tabulera replaces the patchwork of spreadsheets, portal logins, and manual workarounds with a single platform built specifically for PEO benefits operations.

Replace spreadsheets

Automated matching catches billing errors that PEO HR software and manual audits miss.

EDI that actually ships

Carrier feeds go live in 30 days. Tabulera handles coordination, testing, and ongoing maintenance.

Works with your stack

PrismHR and isolved Marketplace partner. Both modules work with ANY HRIS, payroll or COBRA system.

Audit-ready

Full audit trails, issue tracking, and reconciliation reports. Every action documented.

Exceptional security

SOC-compliant infrastructure. Your data encrypted and securely maintained for PEO operations.

Fast to implement

Most PEOs are live within weeks. No long onboarding cycles. No six-month projects.

Use Cases for Tabulera's PEO Software

Whether you’re improving what’s broken or scaling what works - here’s what typically triggers the switch.

Switching EDI Vendors

Current vendor is slow, unresponsive, or losing files. You need someonewho actually ships.

Reducing Write-Offs

Write-offs keep growing. Finance wants answers. You need a system that catches variances before they hit the books.

Supporting Growth

More clients means more carriers and more invoices. Tabulera scaleswith you - same process whether you’re reconciling for 5 clients or 50.

How much are you writing-off?

Use our calculator to estimate potential leakage.

Estimate Leakage

What Makes Tabulera One of the Best PEO Software Solutions?

PEO Roots

Our founding team spent decades inside the Professional Employer Organization industry - running the same back-office workflows we now automate. Built for the complexity generic PEO technology solutions can't handle.

PEOs' First Choice

Leading Professional Employer Organizations trust Tabulera to reconcile carrier invoices at scale - hundreds of clients, thousands of employees, dozens of carriers. No one else comes close.

Always Improving

SOC-compliant infrastructure. Regular platform updates. New features shipped based on what PEOs actually ask for — not a roadmap nobody sees. 200+ carrier connectors and growing.

PEO Software built to Integrate with Your Existing Systems

Tabulera is a PrismHR and isolved Marketplace partner. Both Benefits Reconciliation and EDI connectivity work with ANY HRIS or payroll system.

Marketplace partner - reconcile invoices and send EDI feeds using your PrismHR data directly.

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Marketplace partner - pull enrollment and payroll data from isolved for reconciliation and EDI feeds.

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Get Started with Tabulera’s PEO Software Today

Schedule Demo

"Tabulera’s Benefits Reconciliation Module has proven to be an invaluable tool, providing a scalable solution that meets the needs of a large PEO."

Carlene Sachs

Director of Benefits

ZampHR (an EngagePeo company)

FAQ

Can Tabulera's software for PEO work with our existing systems?

Yes. Tabulera connects directly with PrismHR, isolved, Workday, Employee Navigator, ADP, UKG and any system that produces standard enrollment or payroll reports. No migration, no rip-and-replace. It fits the stack you already have.

What is EDI connectivity in PEO software?

EDI connectivity means your enrollment data moves electronically between your PEO and insurance carriers using the 834 file format - no manual exports, no re-keying. Tabulera handles the carrier coordination, mapping, testing, and ongoing maintenance. Your team gets full visibility without carrying the operational weight.

How does Tabulera reconcile benefit invoices?

You upload carrier invoices. Tabulera's matches them againstyour enrollment and payroll data, surfaces discrepancies, and auto-resolves thesimple ones. Your team only reviews what actually needs a human decision. This solution for PEO benefits teams replaces the spreadsheet audit entirely.

How does Tabulera’s software reconcile carrier invoices with multiple disparate platforms?

Based upon a number of  data elements Tabulera’s unique reconciliation platform suggest likely matches to user operators to speed up the association of people to plans.

Can Tabulera accommodate client-sponsored benefit plans?

Each Tabulera module can be configured to support master policies or client sponsored benefit plans.

Why do ween need Tabulera's PEO Software, when our platform already does “benefits administration”?

Founders of Tabulera spent more than 20 years in the PEO industry. The back-office benefit processes supported by Tabulera’s software have been historically unsupported by technology vendors. Professional Employer Organizations, however, are no exception. These processes are typically unsupported by any HRIS or accounting software. We call it full-cycle benefits premium administration.