Statements
Clean Data
Match AMS
Fix Exceptions
Close




Reduce GL reconciliation time by over 95%
Any carrier, any file format, with custom rules configured per carrier
Advanced permissions and logging ensure the right people are completing the right steps, with a clear record of every action taken
Yes. SimplePin is configuration-oriented, so rules can be defined per carrier to handle the specific quirks of each statement format and transaction structure.
You can manually specify the policy or create a receipt and map it to the statement. Any policy you specify manually gets remembered for future runs.
Yes. The comparison and bucketing logic adapts to your accounting basis, with different matching rules and flags depending on how your agency recognizes income.