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:
Tabulera helps agencies and benefit brokers expand their offering, automate premium invoice reconciliation, and increase client satisfaction.
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:
Ideal for individual brokers looking to stay helpful without growing overhead
Win, and retain business by offering the service your clients need.
Excel was never built for this!
Tabulera filters out employees without variances, helping you focus only on what needs attention.
Get to the root cause quickly and take action. It’s the first platform that tracks each employee’s plan balance over time.
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.
Any source, tabulera lines up
Depending on the data available, Tabulera can reconcile:
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.
Tabulera enables our clients to review, reconcile, understand, and pay benefit invoices all in one place, streamlining premium administration for everyone.
Excel is messy, risky, slow, and too limited for today’s benefit bill reconciliation
If you want to discuss a unique case, or would like a personal tour of the platform, our team is here to help.
Schedule a call
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.
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 Whether it’s a system error, carrier miscalculation, or outdated enrollment, Tabulera flags the variance early - so your clients can fix it before it turns into a costly write-off.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.
If you are offering , 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 , they can create an account and get started in minutes—no IT setup or onboarding delay.
Tabulera is integrated with Employee Navigator and automatically pulls enrollment data into the platform - no file uploads or manual mapping required.
If your , 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 , you should enable the integration for each client you reconcile.
"Tabulera's Reconciliation Platform has significantly reduced our manual errors and streamlined our invoice audits. Our team feels more confident and less overwhelmed with the reconciliation process now."
Director of Benefits at ZampHR
Whats next:
Create account
Sign up for your 30-day free trial by entering your account and billing details. You won’t be charged unless you decide to continue after the trial.
Generate and upload data
Upload data from your HRIS, payroll, COBRA systems, and benefit plan invoices .
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Review reconciliation results
The platform instantly matches the data and highlights discrepancies.
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Take action
Resolve mismatches with carriers or source data and generate reconciliation reports.
