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Comulate for Salesforce
Seamlessly integrate leading accounting automation for large brokers
- Industries
- Financial Services
- Business Need
- FinanceAccounting
- Requires
- None
- Compatible With
- Financial Services Cloud
Comulate for Salesforce syncs policy and financial data in realtime, unlocking integration with the leading revenue accounting automation platform for large insurance brokers.
Highlights
Purpose-built end-to-end workflows for direct bill, exception management, variance tracking and more—deliver turnkey transformation for large broker accounting teams.
Comulate captures full transaction detail from 100% of statements—in spreadsheets, PDFs, snail mail, and emails—eliminating all data entry and spreadsheet munging.
Fine-tuned reconciliation algorithms match disparate carrier data to policies in an AMS. Statement recognition and auto-reconciliation combined, automate more than 90% of manual work to record direct bill revenue.
Provider Details
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
A Comulate for Salesforce license agreement is required for installation. Reach out to sales@comulate.com to learn more.
Comulate
$1 USD/company/year