Setting up

A brokerage with its book in a spreadsheet and last month's statements in an inbox can be reconciling by the end of the day. The part that takes longer is deciding what your commission agreements actually say.

1. Apply your jurisdiction

Install the app — the free foundation comes with it — and apply your country pack. That switches your market's levies on and makes its commission ceilings bind.

2. Load accounts and the book

Clients, then placements: carrier, class, term, premium and producer. Expected commission computes itself as the placements land.

3. Describe each carrier's file once

File type, heading row, the columns, the carrier's payment window and the materiality you will accept. The next file from that carrier imports without a question.

4. Import last month's statement

The totals check runs before anything is written, the cascade matches what it can, and what is left is your exception queue — the first day the app pays for itself.