Benefits
reconciliation 2.0

Automatically capture and audit carrier invoices against enrollment and payroll systems.

Schedule demo

Schedule a one-on-one product tour and learn all the benefits of using Tabulera's Integrated Reconciliation module.

We eliminate benefit write-offs for 

1,000+

employers

Compare

Compare 
multiple systems

Use Tabulera’s Integrated Reconciliation module to compare data from your enrollment, payroll, COBRA systems to your carrier invoices. Spend more time correcting problems than identifying them.

Capture

Capture 
carrier invoices

Use Tabulera’s Consolidated Invoicing module to automate capturing carrier invoices and generate self-bills using data from your enrollment system.

Learn more

Eliminate

Eliminate benefit 
premium write-offs

Quickly identify variances between systems at the employee and plan level to discover misconfigurations, data entry and processing errors.

Capture

Track employee 
plan balances

Keep a running register of employee plan balances from hire to termination. Audit payroll deductions and employer contributions against carrier invoice charges.

Use Tabulera’s pre-defined and flexible reconciliation workflow

Eliminate cumbersome and error-prone spreadsheets, VLOOKUP’s and pivot tables

Reconciliation
Methods

How you reconcile might depend on your perspective. Tabulera lets you reconcile by plan or by company. 

Track unresolved
Items

Using Tabulera’s filtering and notes features you can track variances across time allowing you to follow-up on unresolved items.

Variance
Elimination

Account for variances due to multiple pay frequencies, new hires and termination timing differences.

Platform
Agnostic

Regardless of your HRIS, Accounting, Payroll or Enrollment system, share information with Tabulera through a variety of methods, from APIs to SFTP to our bots.

Trusted by brokers, employers, AHPs and PEOs

Why clients love Tabulera?

Tabulera helps Vensure deliver insurance products to market faster

Andy Lindley
CTO, Vensure Employer Services

Case Study

2.0 FEATURES

Packed with new features

Employee
Plan Balances

Tabulera now creates employee plan level transaction registers, so you have a clear balance history down to the penny, allowing for the proper collection or adjustments of premium variances.

1.

Auto Variance
Coding

Tabulera’s new Auto-Variance-Coding suggests the variance coding reasons for tracking variances to resolution for new hire and termination events and auto-resolves, saving users significant time from repetitive tasks.  

2.

Advanced
Filtering

Filtering by plan, carrier and employee also simplifies and streamlines the reconciliation process. For benefit professionals looking for the right tools for the job, Tabulera Integrated Reconciliation 2.0 continues to evolve based on client feedback.

3.

Enhanced
Statistics

With new Statistics dashboard, track cumulative plan and carrier balances as well as enrollment and other critical information at a glance.

4.

FAQ

How does Tabulera's automated reconciliation solution match different systems with no common identifiers?

Through a number of matching algorithms, Tabulera can suggest likely matches when comparing different systems. Once confirmed, these matches are memorised for future use.

How does Tabulera identify payroll deductions to apply to our employee benefit plans?

During implementation, Tabulera configures our reconciliation application to map individual or groups of deductions to specific employee benefit plan invoices.

Got 30 minutes to see how you can stop overpaying for benefits?

Schedule a demo today!

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