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Service Details

Auto Accrual Service

Automate your accruals process and free your team to focus on growth, not spreadsheets.

Automate Accrual Process

Speed up month-end close and reclaim time for strategic priorities.

Effortless Confirmation Workflows

Schedule automated confirmations to vendors and internal stake­holders, send reminder emails, and track responses — all in one unified interface.

Smart Accrual Calculations

Let AutoAccrual compute accruals automatically using straight-line, historical averages, or percentage-of-completion methods. Pull in data from your production systems, validate estimates, and generate journal entries — no manual spreadsheets required.

360° Review & Oversight

Examine accruals at a line-item level or high level. View historical performance, current actuals, and budget comparisons side by side with your estimates — so you can post with confidence.

A Single Source of Truth

Connect AutoAccrual with your ERP, accounting systems, or production databases to centralize all accrual-relevant data (invoices, charts of accounts, order details). Everything you need in one governed system.

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Features

Key Benefits

  • 1. Speed

    Accruals that once took days are done in minutes.

  • 2. Accuracy

    Results are data-driven and self-reconciling.

  • 3. Auditability

    Every number is fully supportable and sampling-ready.

  • 4. Consistency

    Uniform logic across all agencies, carriers, and lines of business.

  • 5. Transparency

    Every assumption, every calculation, fully exportable.

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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.

General FAQ

Frequently Asked Questions

  • 1. What is AutoAccrual?

    AutoAccrual is an automation platform designed specifically for insurance brokerages to streamline and standardize month-end revenue accruals. It replaces manual spreadsheets with a smart, auditable model that calculates GAAP-compliant accruals and delivers real-time revenue insights.

  • 2. How does AutoAccrual work?

    Each month, controllers upload production data into AutoAccrual. The system uses historical patterns from carriers to calculate current-period accruals automatically, while continuously refining its accuracy. It also updates live dashboards, highlights anomalies, and creates a complete audit trail for every run.

  • 3. Is AutoAccrual compliant with GAAP and audit requirements?

    Yes. AutoAccrual produces accruals that are consistent, supportable, and fully testable. Each calculation is documented with timestamps, versioning, and assumptions, making it straightforward for auditors to review and validate.

  • 4. Can AutoAccrual integrate with our existing systems?

    Yes. AutoAccrual can pull data from production systems, carrier reports, or spreadsheets, and it can export results directly into your ERP or accounting software. This makes it easy to fit into your current workflow without major changes.

  • 5. How long does it take to get started?

    Controllers save time and gain confidence in the numbers. Auditors benefit from a fully documented and testable process that eliminates guesswork. Leadership gains transparency through real-time dashboards and anomaly detection.

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Ready to eliminate manual accruals?

See how AutoAccrual can transform
your month-end close.