Invoice Analysis
Stop manual invoice reconciliation. Upload carrier billing statements and let AI extract enrollment, premiums, and rates in seconds.
Why Invoice Analysis?
PDF Invoice Parser
AI-powered extraction reads carrier billing statements and pulls enrollment counts, premium amounts, and plan details automatically.
Enrollment Verification
Compare invoice enrollment against census data to catch discrepancies before they become costly billing errors.
Rate Reconciliation
Match invoiced rates against quoted rates to ensure carriers are billing correctly and identify overcharges.
Historical Tracking
Track invoice data over time to identify trends, catch anomalies, and prepare for renewal negotiations.
Multi-Line Support
Parse invoices covering Medical, Dental, Vision, Life, and STD/LTD all in a single upload.
Export & Reporting
Generate invoice analysis reports for clients showing premium breakdown, enrollment changes, and cost trends.
Data Extracted from Invoices
Employee, EE+Spouse, EE+Child, Family counts
Monthly premium amounts per benefit line
Per-employee rates for each coverage tier
Coverage periods and billing cycles
Carrier plan identifiers and product names
Contribution amounts when shown
Common Use Cases
Invoice analysis helps you catch issues and prepare for renewals.
Compare invoiced amounts against contracted rates to identify overcharges.
Match invoice enrollment to census data and catch errors.
Extract current costs to compare against incoming renewal quotes.
Track premium changes month-over-month or year-over-year.
Ready to Try This Feature?
Start your free proposal today and see the difference.
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