Payment matching for insurance finance
Match the lump sum to every policy line
Brokers pay in lump sums covering several — sometimes hundreds — of policies. receipting.ai reads the remittance and matches every line. 97.6% without a keystroke; 99%+ with closings.
Book a 30-minute demoAny format, any broker, any language.
How Matching Works
Four steps from inbox to posted.
Remittance arrives
Email forwarded or bank file uploaded. Any format — PDF, CSV, Excel, XML.
AI reads it
Extracts policy numbers, amounts, broker names, dates. Handles multi-policy remittances.
Matches to policies
Fuzzy matching against outstanding premiums. Handles partial payments and short-pays.
Posts to your system
Matched allocations post to Xero, UPM+, Sentinel, or FarmTIM. Same day.
Any format. Any broker.
Documents
PDF remittance advices, Excel spreadsheets, CSV bank files, XML exports
Sources
Email attachments, bank portals, broker portals, direct uploads
Languages
English, French, German, Spanish — AI reads the document, not a template
97.6% without a keystroke. 99%+ with closings.
Closing advices tell the AI what brokers intend to pay — 30 to 60 days before the money arrives. When remittances come in, the AI already knows what to expect.
A $247,000 deposit split across 83 policy lines for different coverholders is routine — the engine splits it and matches every line.
See matching in action
Bring a sample remittance — we'll match it on the call.