Does it replace our accounting package?
It can complement or feed your existing accounting tool. The approach is decided during scoping.
Accounting & Reconciliation
Insurance Accounting Software
Distributor accounting is mostly matching: premium collected against premium remitted, commission earned against commission received, and expenses against approvals. This module models those flows and can export to the accounting package you already use.
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Overview
Accounting & Reconciliation
Chart of accounts, general ledger, receivables/payables, expense claims, bank reconciliation, journal entries, tax configuration and financial reports.
POSP management may include onboarding status, training records, certification tracking, code references, activity and performance reports. Commission management can support configurable rate tables, insurer statements, reconciliation, exception handling and payout reporting. Finance modules may cover expenses, invoices, ledger exports, bank reconciliation and management summaries. Statutory tax and accounting treatment must be validated with the organisation’s qualified finance and compliance advisers.
Frequently asked questions
Accounting & Reconciliation: common questions
Is it audit-ready?
It supports traceable records. Audit and statutory outcomes remain the responsibility of your finance and compliance advisers.
Can GST details be captured?
Invoice records can carry tax fields. Filing and final computation remain with your accounting tools and advisers.
Can we reconcile bank statements?
Bank statement matching can be configured, subject to file formats and integration scope.
Can we lock a closed period?
Yes. Period locking can be configured so closed entries are not changed accidentally.
Can auditors get read-only access?
Yes. Read-only roles can be created for auditors or reviewers.
Contact the Relevant Department
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Department
- Sales & Product Demo
- Pricing & Commercial
- Implementation & Migration
- Technical Support
- Integrations & Partnerships
- Billing & Accounts
- Customer Success
- General Enquiries