§ receipting.ai · Business case

Annualised ROI summary

Prepared

17 June 2026

Net annual savings

$ 361,844

FTE + cash-flow benefit, net of platform fees

Platform fee / month

$ 1,655

Matching + chasing + suspense bundled

Assumptions

Policies / month

2,000

Bank accounts

Difficulty

hard

Chase intensity

medium

Finance FTE cost

$80,000

Underwriter FTE cost

$110,000

Closing advice

Broker chasing

Where the savings come from — annualised

Matching

Finance team

2.5 → 0.1 FTE

$194,000

Gross savings / year

99%+ of broker payments match straight through.

Closings + suspense

Finance team

0.3 → 0.0 FTE

$19,667

Gross savings / year

Closing advice prevents ~99% of items reaching suspense — included in the platform fee.

Broker chasing

Underwriting team

1.0 → 0.2 FTE

$84,700

Gross savings / year

80% of chase emails automated — included in the platform fee.

Cash-flow benefit

Collect 5 days faster from effective date · cost of capital 5%

$83,333

Operational snapshot — before / after

	Today	With Receipting
Finance on AR (matching + suspense)	2.8 FTE	0.1 FTE
Underwriters chasing brokers	1.0 FTE	0.2 FTE
Suspense items / month	120	2
Days from effective date to payment	65 days	60 days

Fee breakdown — monthly

Bank accounts — 1 × $338$338

Policy matching — 2,000 × $0.66$1,317

Platform fee$1,655

How you're charged

Matching — bank-account fee ($350 → $100) + $0.75 → $0.20 per policy (volume discount).
Closing advice — bundled into matching at no extra charge; lifts match rate and cuts suspense without changing your per-policy price.
Broker chasing — bundled into the per-account and per-policy fee. No separate per-chase or per-email charge.
Suspense follow-ups — bundled in at no extra charge. No per-item fee.