NextRevNextRevCommission Reconciliation

Reconcile a commission statement in seconds

Drop or paste a carrier commission statement. The AI reads every line, checks it against your book of business from QQCatalyst, and shows what you were actually paid, what does not match, and what each producer is owed. Every dollar traces back to a line on the statement. Nothing is guessed, and nothing posts to your system without your approval.

Built to connect with QQCatalystVertafore PL RatingIVANSQuickBooksOutlook & Gmail
1The carrier statement
Drop your commission statement herePDF, Excel, CSV, or a photo of a paper statement, or
or paste / edit the text

Try it on your own statement. Drop a PDF, Excel, or a photo above, or edit the Nationwide sample and hit Reconcile. Your file is read in memory and never stored. The sample reconciles against a sample book of business; your own statement is checked against its own printed rates and totals until your QQCatalyst book is connected.

2Reconciliation
Click Reconcile to read the statement.

How it works

1
Read

Reads every line of any statement (PDF, Excel, or a photo) and cites the exact line each number came from.

2
Check

Matches each line to your book from QQCatalyst and works out what the carrier should have paid.

3
Flag

Surfaces short-pays, over-pays, duplicates, chargebacks, and payments on policies not in your book, in dollars.

4
Pay

Computes each producer's split off what the carrier actually paid, so a short-pay flows through before you pay.

The math is done in code, in exact cents; the AI only reads. Nothing is guessed, and nothing posts to QQCatalyst or pays a producer until you approve it.
The reconciliation is done in code, in exact cents. The AI only reads the statement and cites the exact line each number came from; it never does the math and never invents a figure. This page stores nothing. (Public demo reads with an open model; production uses Anthropic Claude for messier statements.)