Every MGA, wholesale broker, and retail agency runs into the same wall: carrier statements arrive in dozens of formats, from dozens of carriers, on dozens of schedules. Someone on your team is opening PDFs, copying numbers into spreadsheets, and hoping nothing gets missed before commissions get reconciled.
That manual step is where reconciliation breaks down. A misread line item, a missed page, a format your team has never seen before. Each one turns into hours of cleanup later.
AccountAim Ingest removes that step entirely. Drop in a carrier statement, in whatever format it comes in, and Ingest extracts every line item, policy reference, and commission figure automatically. It doesn’t matter if you’re processing five statements a month or five thousand. The engine reads, structures, and routes the data the same way every time.
What this means for your team:
- Ingest at scale. Process statements from any carrier, in any layout, without building custom templates for each one.
- Cut manual entry to zero. Data goes straight from PDF to structured, reconciliation-ready records.
- Catch errors before they compound. Discrepancies surface immediately instead of during a reconciliation cycle weeks later.
- Free up your finance, accounting, and ops team. Hours spent on data entry go back to analysis, broker relationships, and the work that actually grows the book.
This is the same engine behind AccountAim’s commission reconciliation and bordereaux automation tools, now available as AccountAim Ingest, a standalone entry point for teams that want to start with the statement itself.
Ready to see what your statements look like fully structured? Request a walkthrough or get started today with your own carrier files.