Automate direct bill commissions reconciliation from statement to receipt upload statements.

Match to your AMS. Resolve exceptions. Post receipts. Your team only reviews what matters.

See How It Works

1

Load

Statements

2

Normalize

Clean Data

3

Compare

Match AMS

4

Review

Fix Exceptions

5

Post

Close

Statement in. Book closed. Every time.

Statement Extraction:

Every carrier. Every format. Done in under a minute.
Process hundreds of statements, and thousands of commissions in seconds.
Process

Normalization and Preprocessing:

Your AMS data and statement data, speaking the same language.
SimplePin normalizes all applies business rules to increase match rates.

Classification and Comparison:

Know exactly what matches
Transactions classified and compared clearly 
Process
Process

AMS Updates:

Partial matches, missing transactions, and all other exceptions are auto-posted back to the system. Exceptions resolved. AMS updated, rules applied.

Receipts and Reconciliations:

From statement to book closed.  
Receipts posted or lined to existing cash receipts.
Process
From Manual to Automated Flow Before and after comparison of direct bill commissions workflow From Manual to Automated Before After Manual entry Automated extraction Spreadsheets System matching Missing transactions Exception-only review Hours per carrier Minutes per carrier

Benefits Snapshot

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Ultimate Time Savings

Reduce GL reconciliation time by over 95%

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Flexibility

Any carrier, any file format, with custom rules configured per carrier

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Transparency

Advanced permissions and logging ensure the right people are completing the right steps, with a clear record of every action taken

FAQs

Can there be custom rules for each carrier?
What if a transaction can't be matched?
Does SimplePin work with both cash and accrual accounting?

Ready to stop reconciling commission statements with highlighters?

Book a demo to see how SimplePin takes the process from hours to minutes.
Schedule a CallBook A Demo​