Reconciliation, settlement and queries for every slip —
every screen your settlement team uses, on one desk.
Stalled, unpaid and unmatched items on one screen — what needs handling today surfaces first.
- 01Live status board
- 02Attention queue
- 03Contract detail
Drop in your spreadsheets,
get an auditable settlement desk.
Contract, claim and cover note spreadsheets are loaded as-is and structured, then connected to automated reconciliation, settlement tracking and AI queries in one desk. No template changes.
Load spreadsheets as they are
Contract, claim list and cover note spreadsheets land in a structured database through automatic header mapping. Keep your existing templates and sheets — the settlement team just uploads the files.
Find mismatches so people don’t have to
Contracts and claims are matched automatically by cover note number, assured and reinsurer, with SOC amount gaps, unbooked items and duplicate reference numbers highlighted instantly.
Track collections and payments to the end
Contracts and claims are tracked through Intake → Review → Sent → Collection → Closed, and items stalled 3+ days or unpaid 14+ days are queued automatically.
Automate questions and slips
Get evidence-backed answers to plain-language questions, and generate reinsurance slips and weekly settlement reports automatically. The desk takes over the repetitive work.
A day at the settlement desk,
screen by screen
Not a pile of spreadsheets. One settlement desk.
Contracts, claims, cover notes, collections and payments on one desk — same data, same reconciliation logic, same audit trail.
Contracts in file A, claims in file B, cover notes in file C. People reconcile them by eye across different templates and reference numbers — gaps and omissions surface too late.
We ship all of it as one desk, on the same data, reconciliation logic and audit trail.
Contracts, claims and cover notes in one structured database. No version conflicts, nothing lost.
SOCs, cover notes and duplicates reconciled automatically by the same rules.
Ingestion, reconciliation, collection and payment recorded in a single ledger · replayable at any point in time.
Every module below lives in one desk — the screens the settlement team opens every day.