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Dinero - Intelligent Insurance Commissions

By Accelerize 360

Reconcile carrier commission statements — inside Tableau Next

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Business Need
Analytics
Requires
Data Cloud
Tableau
Compatible With
Data Cloud
Financial Services Cloud
Data Cloud for Tableau

See every carrier commission dollar — expected vs. received, suspense, and chargebacks — in a Tableau Next app.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Data Cloud
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Data Cloud
Financial Services Cloud
Data Cloud for Tableau
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Tableau Next is required

App Details

Version
Dinero Insurance Commissions TN/ver 0.1 0.1.0
Listed On
09/08/2026
Latest Release
09/08/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/31/2026

Additional Details

Dinero Insurance Commissions turns the monthly carrier-statement scramble into a dashboard.Install the package, click Create, and get a complete, working commission-reconciliation app — data, semantic model, and dashboards — with no uploads, no mapping, and no configuration. Built for insurance agency operations. Agencies juggle statements from many carriers, each with its own cadence and format. Dinero models the whole flow: policies, producers, commission lines, raw statement lines, and a 30,000-row reconciliation that matches expected commissions to received cash. What you see on day one: Reconciliation view — expected vs. received with variance to the cent, matched and unmatched buckets, and extraction-confidence flags for lines that need a human eye Producer view — net earnings leaderboard and 24-month book-value projection for retention conversations Suspense by carrier — unapplied cash at a glance, so nothing sits unallocated Chargebacks — early-lapse tracking against written policies

Need help?

Accelerize 360

Dallas, TX

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