Carrier statements in. Structured data out.
AccountAim Ingest automatically extracts and structures data from carrier statements of any format, so your team can skip manual entry and move straight to reconciliation.
Every MGA and broker has the same bottleneck
Statements arrive from dozens of carriers, in dozens of formats. Someone still has to open each one and key the numbers in by hand before reconciliation can even start.
One engine, any statement
Ingest is the same data engine behind AccountAim’s commission reconciliation and bordereaux automation tools, now available as its own entry point.
Statement-first, not suite-first.
Most platforms bury statement parsing inside a much larger accounting suite built for the top of the market. Ingest is built to start with the statement itself, a lighter-weight entry point for teams who want structured data now and can add reconciliation, bordereaux automation, and reporting on top when they’re ready.
FAQ
What file formats does AccountAim Ingest support?
Ingest reads carrier statements regardless of format, including PDF, Excel, CSV, and scanned or image-based documents. It's built to handle inconsistent formatting across carriers rather than requiring a single template.
How is Ingest different from OCR or template-based parsing tools?
Traditional OCR and template tools break when a carrier changes their statement layout. Ingest combines an agentic and deterministic data engine that adapts to new formats without manual template setup, so a new carrier or a reformatted statement doesn't require reconfiguration.
Does Ingest work as a standalone tool, or do I need the full AccountAim platform?
Ingest works standalone. It's the same data engine that powers AccountAim's commission reconciliation and bordereaux automation products, offered as its own entry point for teams that just need structured statement data today. Reconciliation, bordereaux automation, and reporting can be added later without re-implementing data extraction.
What happens to the data after Ingest extracts it?
Ingest outputs structured, reconciliation-ready data.
Who uses Ingest?
MGAs, wholesale brokers, and retail agencies whose teams currently open carrier statements manually before reconciliation can begin.
How long does it take to get set up?
Most teams are extracting structured data from their first carrier statement within a few minutes of getting started. There's no lengthy implementation or template setup required before Ingest starts producing usable data.
If your team is still opening PDFs by hand, let's talk.
See how AccountAim Ingest turns your next carrier statement into reconciliation-ready data, live