Say Goodbye to Manual Benefits Reconciliation

Tabulera automatically compares carrier invoices to your payroll, enrollment, and COBRA systems, cutting down discrepancy research time and preventing write-offs

STATISTICS

Why do you need to reconcile (Audit) benefit Invoices?

Automated reconciliation tool for employee benefit teams

Balancing multiple benefit invoices with sources like payroll, enrollment, and COBRA amplifies the risk of costly errors.

Our research shows that, on average, employers overpay insurance premiums by 1%. Considering that employee benefits are the second-largest expense after payroll, the amounts can quickly become substantial.

Without automation, you're not only jeopardizing employee coverage but also facing the threat of unwanted benefit write-offs.

Tabulera's Benefits Invoice Audit solution allows you to:

Follow a simple reconciliation workflow

NEW

Spend less time finding benefits billing errors

Quickly understand what caused an issue

See full history of employee deductions, employer contributions and invoices in a single place

Get home in time

An automation tool for Controllers and CFO's

Even a minor oversight can have major repercussions. In the employee benefits landscape, automation emerges not as a luxury, but as a critical defense against escalating benefit write-offs and upholding the integrity of your financial reports

Eliminate benefit write-offs by 97%. Read case study here

Standardize the Benefits Invoice Audit process

Reduce the risk of enrollment errors

Get more done without overloading your HR teams

Allow non-accountants do the accounting work

Watch how easy it is to Identify invoice variances

Watch our demo's

Watch our demos today and take the first step towards a more efficient and effective benefits billing process

Starting with Tabulera is easier than you think

Schedule a demo

Schedule a one-on-one demo with our team and get an in-depth look at how our software can transform your benefits reconciliation process to support your benefit and accounting team.

CLIENT LOGOS

Why is it important to
Audit benefit invoices?

It's crucial to frequently examine and reconcile benefit invoices to uncover differences, guarantee that employees receive accurate benefits coverage, and prevent overpayments to insurance carriers.

Disparate systems

Matching multiple systems, each of which may have different employee names, descriptions and enrollment or deduction codes can be a challenge.

Timing differences

Invoices may be received before or after the corresponding enrollment or payroll data is recorded, making it difficult to match them.

Complex payroll structures

Companies that have complex payroll structures, especially those with multiple departments or locations, may find it challenging to accurately match invoices to payroll records.

But we’re self-billed!

Self-billing may solve timing differences for enrollments and terminations, but it doesn’t eliminate the need to audit invoices against your enrollment or payroll platform. Enrollment and payroll setup mistakes can be a costly.

System configuration errors

Lack of payroll deductions, sick leaves, missed first or last deductions from partial months of employment.

Complicated spreadsheets

Similarly to how carriers may have inaccuracies in their list bills, errors in calculations can also occur in your self-bills, due to the intricate nature of eligibility and potential wash rule algorithms.

Hidden Calculation Errors

Your benefit or accounting team may be unaware that these calculation errors even exist if you are not reconciling these premiums against a third party invoice.

Start your Tabulera journey

Whether you’re new to benefits reconciliation or back to see what’s new on the platform, we are happy to show you around.

Schedule a demo

What's New?

Discover the latest features in Tabulera’s Benefits Reconciliation Module

November 21, 2024

November 2024 Feature Updates

November 2024 Feature Updates

This month, we’ve added several small but useful updates to the Benefits Reconciliation Module. You can now see a count of "In Progress" items on the chart, search manually added notes in the Notes column using keywords, refresh invoices across multiple months, and color-code employee line items for easier visual identification.

September 12, 2024

Member Search

Member Search: Instant Access to Employee and Company Data

We’ve introduced a feature to our platform called Member Search, making it easier to quickly find data related to any employee, dependent, or company on the platform. This feature is available to everyone, regardless of the modules purchased, but you must have parent company user privileges to access it.

August 28, 2024

Updated Member Mapping Feature

Updated Member Mapping Feature

The updated Member Mapping feature is crucial because it allows you to link unmatched employee records between invoices and your HRIS system, making the mapping process much more efficient than before.

August 19, 2024

August 2024 Update: Activity Log and more

Activity Log and more

Explore the latest updates to the Benefits Reconciliation Module that include Activity Logs, Paycheck dates and a new Source Report.

July 19, 2024

Payroll Frequency Adjustments

Introducing Payroll Frequency Adjustment

No matter if you’re running weekly, bi-weekly, or monthly payroll, Tabulera now supports it all. Our new Benefits Reconciliation Update allows you to adjust for variances by creating a pay frequency adjustment, making discrepancies easy to resolve.

FAQ

How does the Platform handles the setup of benefits plans, including customization options?

Depending upon the enrollment or payroll platform we can take a combination of system reports, flat files or API connections to obtain plan setup information. Customized rules for mapping enrollment and payroll data to carrier invoice information can be implemented with our setup team.

What are the integration capabilities of the Platform with our existing payroll system?

Tabulera integrates with a wide variety of payroll systems through a combination of system reports, flat files or API connections. Tabulera can also accept these files on a scheduled basis through SFTP connections.

How Tabulera handles COBRA administration and integration?

To the extent COBRA records appear on an invoice, Tabulera can receive the appropriate enrollment or remittance data from your COBRA administrator, this ensures that your invoices can be completely reconciled.

What kind of user access controls and auditing features are available in your system?

The Tabulera Portal is a role-based platform with various level of access and workflow authorisation. The system maintains a log of user interactions that can be reported.

How are invoice balances tracked over time and how are they reflected?

The system maintains a running plan balance ledger at the employee and plan levels. This ledger can be adjusted with the appropriate authorization.

Do you offer training and onboarding support for our Benefits team and employees?

Yes, the implementation and ongoing support are provided by our knowledgeable support teams.

What reporting and analytics capabilities does your platform offer?

The majority of our panels and data within the application are downloadable into Excel, which is our default reporting tool.

What's your pricing methodology?

Typically we charge on a Per Employee Per Month (PEPM) basis. Our subscription fees scale down with an increase in the number of employees processed by our platform.

Are there any additional expenses, beyond the licensing costs?

Tabulera charges setup fees for the number of invoices required to be processed each month.

What is the timeline for implementation, and what resources will be required from our side?

Depending on the complexity and the availability of your team, the typical implementation lasts between 30 to 90 days.

Get your bills straight!

Schedule a demo

You may also like