Reconciliation Software for
Benefit Brokers and clients
Tabulera helps agencies and benefit brokers expand their offering, automate premium invoice reconciliation, and increase client satisfaction.
TRUSTED BY THE CLIENTS OF:
How brokers work with Tabulera
Tabulera helps brokers create new revenue streams while protecting clients from costly benefits billing errors and from days lost chasing them in spreadsheets. Depending on your organization, Tabulera offers two ways to work:
Help Your Clients Simplify Benefit Reconciliation
Ideal for individual brokers looking to stay helpful without growing overhead
- Give clients an easy way to reconcile their benefit bills.
- Help clients without adding work for your team.
- Make sure clients can trust their benefit bills are correct.
Use Tabulera to Offer Reconciliation-as-a-Service
Win, and retain business by offering the service your clients need.
- Add reconciliation to your suite of services
- Use a an easy-to-learn platform your team can follow with confidence
- Share reconciliation reports with clients at the click of a button
Why Tabulera?
Reconcile benefits like a pro
Excel was never built for this!
Tabulera filters out employees without variances, helping you focus only on what needs attention.
Tabulera filters out employees without variances, helping you focus only on what needs attention.
Eliminate write-offs
Protect clients
benefit dollars
Missed terminations, enrollment mistakes, tier mismatches, and incorrect age bands add up fast.
Tabulera helps catch costly variances before they slip through – so fewer dollars are lost to write-offs.
Two reconciliation types
Any source, tabulera
lines up
Depending on the data available, Tabulera can reconcile:
- Enrollment against Premium Invoices and COBRA
- Payroll deductions against Premium Invoices and COBRA
Compatible with everything
Works with any HRIS, Payroll, COBRA System
No need for a shared platform – Tabulera accepts report uploads from any system your clients use.
We are also integrated with Employee Navigator and Workday.
What Brokers Say About Tabulera
Tabulera enables our clients to review, reconcile, understand, and pay benefit invoices all in one place, streamlining premium administration for everyone.
Upcoming Live Events
PrismHR has been a great partner, helping PEOs streamline operations and boost efficiency. We’re excited to meet PEOs and show how Tabulera integrates with PrismHR to simplify benefit reconciliation and eliminate manual work.
Tabulera is excited to return to isolved Connect for Partners 2026 at the Bellagio in Las Vegas. It’s our second year participating in this outstanding event – three days of valuable networking, great conversations, and inspiring connections across the HCM partner community.
Better than Excel
Excel is messy, risky, slow, and too limited for today’s benefit bill reconciliation
- Built by one employee - if they leave, the process breaks
- Hours wasted copy/pasting from invoices, HRIS and payroll
- Hard to track changes or keep historical records
- No audit trail - no compliance confidence
-
Error-prone, leading to missed terminations
and overpayments - Not scalable as the group grows
- Easy-to-use platform
- Works with ANY HRIS, Payroll, or COBRA system
- Automatically filters out employees without issues
- Automatically categorizes discrepancies so clients can fix them fast
- Tracks plan balances over time with full audit history
- Generates clean reports
Want to discuss your case?
If you want to discuss a unique case, or would like a personal tour of the platform, our team is here to help.
FAQ
Why should brokers help their clients with reconciliation?
Enrollment and billing errors can take months to fix – and often lead to write-offs. Tabulera helps your clients catch issues early, so they do not overpay for missed enrollments or unresolved variances. You become the partner who solves real problems, not just places policies.
What kinds of issues can Tabulera catch?
Brokers using Tabulera uncover everything from missing coverage and salary-based premium errors to age band mismatches, unprocessed QLEs, wrong tier billing, and unbilled employees. Whether it’s a system error, carrier miscalculation, or outdated enrollment, Tabulera flags the variance early – so your clients can fix it before it turns into a costly write-off. After that, brokers simply notify the carrier or their client to resolve the issue.
What’s the implementation time?
If you are offering reconciliation-as-a-service, Tabulera sets up your platform based on the number of carrier invoices and enrollment system instances. Typical implementation time is around 30 days. Once the initial implementation, configuration, and mapping are complete, you can start uploading invoices and reviewing variances.
If your clients are reconciling their own invoices, they can create an account and get started in minutes—no IT setup or onboarding delay.
How does the Employee Navigator integration work?
Tabulera is integrated with Employee Navigator and automatically pulls enrollment data into the platform – no file uploads or manual mapping required.
If your clients are reconciling their own invoices, they should start by creating a free 30-day trial account. During setup, they select Employee Navigator as their enrollment source and ask you to activate the integration in the Marketplace.
If you are offering reconciliations-as-a-service, you should enable the integration for each client you reconcile.