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Upload a commission statement — a carrier PDF or a CSV — and (optionally) your book-of-business CSV to reconcile against. Or use the Chrome extension to capture a carrier portal in one click.

Agency name (for branding) Period Commission statement — PDF or CSV (CSV columns: carrier,policyNumber,insuredName,product,premium,commissionRate,commissionAmount,paymentDate,producer) Carrier name — for single-carrier PDFs that don't name the carrier in a column (optional) Book of business CSV — optional (carrier,policyNumber,insuredName,product,premium,expectedRate,producer)

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Billing

Every plan includes:

• 1 credit = 1 reconciled client report
• white-label — your branding, not ours
• report history + shareable links
• all carrier adapters

weekly — $29 · 50 reports monthly — $99 · 250 reports yearly — $990 · 3,000 reports Manage subscription