Become a master of reconciliation

You don't have to be an accountant to detect discrepancies in employee benefits bills. Tabulera simplifies the process by comparing carrier invoices to your payroll and enrollment systems, saving you time and preventing write-offs.

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STATISTICS

Follow these 4 steps to get your bills straight!

With thoughtful features that make mundane tasks easy, intuitive interface and a simple, predefined workflow, you’ll get the work done in a matter of minutes rather than days.

Upload Your Sources

Keep all your benefit plan-related data in one place. Upload your invoices, payroll, enrollment, and COBRA files in PDF, CSV, or Excel format. Tabulera can also be set up to automatically retrieve data via API.

Sort by Variance Reason

Tabulera automatically assigns a variance reason code to each item, allowing for a quick understanding of the suspected cause of the issue.

Track Plan Balances

Tabulera 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.

Resolve

The dashboard at the top of the page now shows the amounts of the beginning over and under collected premium variances and the Resolved transactions equal each other noting the successful reconciliation of the invoice.

Why Automate Benefits Reconciliation?

A tool for benefits administrators

Say goodbye to time-consuming benefits admin tasks and become the accuracy champion!

Follow a simple reconciliation workflow

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Spend less time finding benefits billing errors

Quickly understand what caused an issue

See full history of employee and employer contributions and invoices

Get home in time

A tool for controllers and CFO's

Ensure accuracy in financial reporting. Save thousands in write-offs.

Stop benefit write-offs

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Standardize the reconciliation process

Reduce the risk of enrollment errors

Get more done without overloading your HR teams

Allow non-accountants do the accounting work

Watch how Tabulera identifies variances

Watch other 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

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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
reconcile 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 with complex payroll structures, such as multiple departments or locations, can make it challenging to match invoices to payroll records accurately.

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.

Complex payroll structure

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.

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What's New in 3.0

Discover the latest features in Tabulera’s Benefits Reconciliation Module

22 Feb 2023

New masterplan view

The masterplan invoices now have an updated view that includes a list of all employees and the plans attached to them. There is an option to filter the list by plan type

14 Feb 2023

New Workflow

👋 Say hello to a new Workflow

We've overhauled our approach - now instead of beginning by choosing a plan or employer and then tackling a lengthy list of issues, you'll start by being able to reconcile one invoice at a time. This way, you won't have to wait for all  invoices to be released by the carriers.

18 Jan 2023

Statistical Panels

The updated statistical dashboards showcase the under and over collected amounts, as well as a continually updated plan balances. Keep resolving discrepancies until the resolved amount matches the starting balance

Get your bills straight!

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