Daily Revenue Reconciliaton

Premium Payment Reconciliation

Automate premium payment journal creation and posting for accurate reconciliation.

Reminders & Collaboration

Key Capabilities

ERP Data Sync

ERP Data Sync

Sync general ledger data directly from your ERP system.

Sync Bank Data

Sync Bank Data

Sync transaction data directly from bank statements.

Auto Filter

Auto Filter

Filter data on LiveCube using the context of task values, such as period date range.

Journal Creation

Journal Creation

Automate the journal preparation for recording premium payments.

Journal Posting Workflow

Journal Posting Workflow

Automate journal posting to the ERP after approval.

Mapping Data

Mapping Data

Map rows of data across different tables based on a common key value.

400+ Enterprise Customers
Enterprise Customers
600+ Mid-Market Customers
Mid-Market Customers