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
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