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AutoAccrual

Eliminate Manual Revenue Accruals. Forever.

AutoAccrual is the first accrual platform purpose-built for insurance brokerages - automating revenue accruals end-to-end for faster closes, greater accuracy, and effortless audit support. Analyze and visualize earned and reported revenue instantly, transforming raw carrier data into clear, actionable insights.

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Automated Process
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Audit - Ready
The PROBLEM

Period-end revenue accruals

One of the most painful processes in insurance accounting. Controllers and finance teams spend days manually piecing together carrier statements, spreadsheets, and delayed production reports.

The result?

the solution

AutoAccrual

Automated. Accurate. Audit-Ready. AutoAccrual eliminates the manual accrual process entirely and brings real-time visibility into brokerage revenue. No more spreadsheets.

AutoAccrual uses intelligent, repeatable models that:

What Makes It Different

AutoAccrual doesn’t just automate accruals.

It explains them with full transparency and data you can trace.

Substantively testable

Every accrual can be traced back to the underlying policy-level data that’s driving each period’s accrual.

Sampling-ready exports

Audits can independently test the accrual for any agency under the broker’s umbrella, without having to recreate the entire process.

Built-in documentation

Each run produces a timestamped, versioned audit log — instantly exportable.

Real-Time Analytics

Dashboards update instantly to show reported vs. accrued revenue, YOY growth, and trend shifts down to the agency, carrier, and line of business.

Work Process

How it works

1. Upload Production Data

Controllers upload current-period production data directly into AutoAccrual.

2. Automated Learning

The system references historical reports to learn carrier reporting cadence, timing lags, and revenue recognition patterns.ne click and get 100 Million Tokens

3. Intelligent Accruals

Based on those patterns, AutoAccrual automatically calculates current-period accruals — while refining its accuracy over time.

Testimonials

What our Clients say?

Contact Us

Ready to eliminate manual accruals?

See how AutoAccrual can transform
your period-end close.