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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Invoice Analysis
Stop manual invoice reconciliation. Upload carrier billing statements and let AI extract enrollment, premiums, and rates in seconds.
As seen in product Launch interactive demo
Why Invoice Analysis?
PDF Invoice Parser
AI-powered extraction reads carrier billing statements and pulls enrollment counts, premium amounts, and plan details automatically.
Enrollment Verification
Compare invoice enrollment against census data to catch discrepancies before they become costly billing errors.
Rate Reconciliation
Match invoiced rates against quoted rates to ensure carriers are billing correctly and identify overcharges.
Historical Tracking
Track invoice data over time to identify trends, catch anomalies, and prepare for renewal negotiations.
Multi-Line Support
Parse invoices covering Medical, Dental, Vision, Life, and STD/LTD all in a single upload.
Export & Reporting
Generate invoice analysis reports for clients showing premium breakdown, enrollment changes, and cost trends.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
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Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
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Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
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Step 4: Contributions
Set employer and employee contributions and preview impact.
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Step 5: Proposal
Generate the proposal and jump into presentation mode.
Workflow accelerators
Quick Actions
Jump between cases, uploads, and exports without breaking focus.
Keyboard Shortcuts
Stay in flow with command palette, export, and navigation shortcuts.
Export Anywhere
Send dashboards, PDFs, or spreadsheets straight from the toolbar.
Built-in Help
Inline help center keeps guidance one click away.
Data confidence, built in
Parsing, validation, and quality signals keep uploads reliable.
Smart Parsing
API parser for PDFs and docs with automatic structure detection.
CSV Fallback
Built-in CSV/TXT reader when external services are unnecessary.
Quality Signals
Header verification and confidence flags to catch issues early.
Coverage Check
Geography coverage status before committing exports.
Mobile-ready and presentation friendly
Responsive layouts keep executive summaries, quick actions, and exports usable on the go.
- Works seamlessly with the presentation toolbar and exports.
- Sidebar controls collapse gracefully for smaller screens.
- Keyboard shortcuts remain available for power users.
Data Extracted from Invoices
Enrollment by Tier
Employee, EE+Spouse, EE+Child, Family counts
Premium by Plan
Monthly premium amounts per benefit line
Rate by Tier
Per-employee rates for each coverage tier
Effective Dates
Coverage periods and billing cycles
Plan Names
Carrier plan identifiers and product names
Employer/Employee Split
Contribution amounts when shown
Common Use Cases
Invoice analysis helps you catch issues and prepare for renewals.
Billing Audits
Compare invoiced amounts against contracted rates to identify overcharges.
Enrollment Reconciliation
Match invoice enrollment to census data and catch errors.
Renewal Preparation
Extract current costs to compare against incoming renewal quotes.
Cost Trend Analysis
Track premium changes month-over-month or year-over-year.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime