Carrier statement OCR: PDF, CSV and Excel into line items
Carriers send statements in whatever format they like. The parser reads them, the recipe you saved once handles the layout, and the lines land ready to reconcile.
Included on every paid plan
How it works
1. Get the statement in
Upload it yourself, or connect a statements mailbox you own and let the inbox fetch attachments as they arrive — de-duplicated and logged either way.
2. The parser reads it
Text PDFs, scanned PDFs, CSV and Excel all come out as line items: policy number, premium, commission and dates. Scanned pages go through the OCR engine first.
3. Save the layout as a recipe
Map an unfamiliar carrier's columns once and save the mapping. Every later statement from that carrier imports in a single step — no per-carrier development, no waiting on us.
What you get
Formats
PDF (text or scanned), CSV and Excel. Statements arrive by upload, through the statement inbox, or through the import wizard alongside your AMS exports.
Recipes per carrier
A saved mapping handles the same non-standard layout the same way month over month, so the second statement from a carrier costs nothing the first one did.
A stated allowance
Every statement goes through the parser, so each plan states how many it parses per month rather than leaving you to find a cap after you buy.
Starter parses up to 50 carrier statements a month, Professional up to 250 and Agency up to 1,000; Enterprise limits are set per contract.
Logged and audited
Every fetched file and every parsed statement is logged and de-duplicated, with the audit trail the rest of the platform keeps.
Questions agencies ask
The platform parses commission and premium statements in PDF, CSV, and Excel formats. Scanned PDFs go through an OCR engine that extracts policy numbers, premium amounts, and commission lines. You can also define per-carrier import recipes to handle non-standard layouts consistently across months.
Map it once in the import wizard and save the mapping as a reusable recipe. Subsequent statements from that carrier import in a single step. There is no per-carrier development work and no waiting on us to add support.
Starter parses up to 50 carrier statements a month, Professional up to 250 and Agency up to 1,000; Enterprise limits are set per contract. The allowance exists because the platform parses every statement; it is set well above normal use and the pricing page states it for each plan.
Import clients, policies, transactions, and commissions from CSV or Excel using the guided import wizard, which walks you through column mapping the first time. Save the mapping as a reusable recipe so future imports from the same carrier or AMS export run in a single step.
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial (up to 100 policies, 3 users). No credit card required.