Why does our PEO need Tabulera, when our platform already does benefits administration?

While platforms handle enrollment, Tabulera provides automated reconciliation, variance tracking, and EDI connectivity that standard benefits administration platforms don't offer.

PEO Software for Benefits Reconciliation and EDI

Two products.
One platform for PEOs.

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

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Benefits Reconciliation

Catch premium variances faster

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

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EDI Connectivity

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

A workflow that replaces spreadsheets.

Equip your PEO with a platform your team can follow to reconcile faster — automated matching, tracked variances, and audit-ready reports.

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 cost per employee
Export to Excel in one click
Audit-ready for finance, carriers, or clients

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Most PEOS STILL RECONCILE 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 line records lined up

8% contained variances

Wrong rates

Missing coverate

Terminated employees

Read Case Study

This is what slips through

Paying for terminated employees

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

Rates don't match between systems

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

Carrier never got enrollment

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

Refund opportunities missed

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

TABULERA'S EDI CONNECTIVITY

From enrollment data to carrier-ready 834 files.

Tabulera's PEO solution handles the entire EDI pipeline — setup, aggregation, and full transmission visibility.

Carrier feed setup & maintenance

Tabulera handles it all.

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 platforms. One carrier feed.

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

Transmission visibility

Know what was sent and received.

Real-time status for every file
Look up any member's data instantly
Full transaction history, no raw EDI

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WHY GETTING EDI CARRIER FEEDS LIVE TAKES TOO LONG

EDI Integration, without the wait.

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

This is what slips through

Delayed feeds

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 keeps 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.

Workarounds stay

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

PEO Case studies

The outcomes PEOs and ASOs achieve with Tabulera.

Engage PEO started with one EDI feed. Now Tabulera runs 41.

How Engage PEO grew from one pilot EDI feed to 41 carrier connections with Tabulera's managed EDI — new feeds live in about 30 days, with full visibility.

days EDI Go-Live

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.

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.

75%

Faster Reconciliation

WHY PEOS CHOOSE TABULERA

One platform built for PEO benefits operations.

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

PEO roots

Built by people who ran PEO back-office workflows for decades.

PEOs' first choice

Trusted to reconcile at scale — hundreds of clients, thousands of employees.

Always improving

200+ carrier connectors and growing, shipped from what PEOs ask for.

Replace spreadsheets

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

Catches variances pre-close

EDI that actually ships

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

30-day go-live

Works with your stack

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

Platform agnostic

Audit-ready

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

Full audit trail

Exceptional security

SOC-compliant infrastructure. Your data encrypted and securely maintained. 
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SOC-compliant

Fast to implement

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

WHAT TYPICALLY TRIGGERS THE SWITCH

Switching EDI vendors

Reducing write-offs

Supporting growth

BUILT TO INTEGRATE WITH YOUR EXISTING SYSTEMS

A PrismHR and isolved Marketplace partner.

Both Benefits Reconciliation and EDI connectivity work with ANY HRIS or payroll system.

Marketplace partner

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

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Marketplace partner

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

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FAQ

Frequently asked questions

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.