Try our Benefits Reconciliation module for free for 90 days! Experience first hand how quick and easy it is to reconcile employee benefits invoices.
Tabulera automatically compares carrier invoices to your payroll, enrollment, and COBRA systems, cutting down discrepancy research time and preventing write-offs
STATISTICS
Manually checking benefit invoices against payroll deductions, enrollment, and COBRA data takes time — so many teams skip it altogether.
But without reconciliation, billing errors go unnoticed. That leads to overpayments, compliance risks, and financial discrepancies that are hard to explain later.
Use a step-by-step process that’s easy to follow
NEW
Spot billing errors without digging through spreadsheets
Quickly see what went wrong and where
View all deductions, contributions, and invoices in one place
Fix the root cause — whether it’s in your system setup or on the carrier side
Download monthly reconciliation reports with one click
For years, benefits reconciliation meant juggling spreadsheets, tabs, and pivot tables — often built by one person, with no documentation, and no way to track plan balances.
Even the best Excel setups are hard to audit, easy to break, and nearly impossible to scale.
Stop relying on fragile spreadsheets for complex audits
Track plan balances across months — without pivot tables
Remove key-person risk from benefits accounting
Allow non-accountants do the accounting work
399
/month
319
/month. Billed annually at $3,830
Watch our demos today and take the first step towards a more efficient and effective benefits premium administration process
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.
Benefit billing happens every month — and so should your audits. Regular reconciliation helps catch issues early, ensures accurate coverage, and prevents costly overpayments.
Matching multiple systems, each of which may have different employee names, descriptions and enrollment or deduction codes can be a challenge.
Invoices may be received before or after the corresponding enrollment or payroll data is recorded, making it difficult to match them.
Companies that have complex payroll structures, especially those with multiple departments or locations, may find it challenging to accurately match invoices to payroll records.
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.
Lack of payroll deductions, sick leaves, missed first or last deductions from partial months of employment.
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.
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.
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
Discover the latest features in Tabulera’s Benefits Reconciliation Module
February 22, 2023
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
February 14, 2023
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.
January 18, 2023
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.
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.
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.
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.
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.
The system maintains a running plan balance ledger at the employee and plan levels. This ledger can be adjusted with the appropriate authorization.
Yes, the implementation and ongoing support are provided by our knowledgeable support teams.
Tabulera gives you access to both invoice-specific and company-wide reports — all exportable to Excel and ready to share in seconds.
You can:
– Track total invoice amounts, adjustments, and in-transit items
– View plan costs per employee across carriers or companies
– See detailed audit trails of every user action
– Export raw source data used in reconciliations
– Monitor how well the platform matches employees for each plan
For Enterprise and Pro plans, we use a Per Employee Per Month (PEPM) pricing model. The more employees you process, the lower the rate per employee.
For smaller companies, we offer the Starter Plan — built for teams with fewer than 500 employees under a single EIN:
– $399/month billed monthly
– $319/month billed annually
Both include a 30-day free trial.
Tabulera charges setup fees for the number of invoices required to be processed each month.
For the Starter Plan, setup is 100% self-service. You’ll just need to create reports in your HRIS and payroll systems, and have your Excel-format carrier invoices ready.
For Enterprise and Pro plans, the timeline depends on how complex your systems are and how quickly your team can share the required data. Our team handles the initial data mapping to make onboarding easier.
"Tabulera's Reconciliation Platform has significantly reduced our manual errors and streamlined our invoice audits. Our team feels more confident and less overwhelmed with the reconciliation process now."
Director of Benefits at ZampHR
Whats next:
Create account
Sign up for your 30-day free trial by entering your account and billing details. You won’t be charged unless you decide to continue after the trial.
Generate and upload data
Upload data from your HRIS, payroll, COBRA systems, and benefit plan invoices .
🔍
Review reconciliation results
The platform instantly matches the data and highlights discrepancies.
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Take action
Resolve mismatches with carriers or source data and generate reconciliation reports.
