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Comulate for Salesforce
by ComulateSalesforceFreemium
Syncs policy and financial data in real time for revenue accounting workflows in Salesforce.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Comulate for Salesforce synchronizes policy and financial data in real time. It provides workflows for direct bill, exception management, and variance tracking. The add-in captures transaction detail from statements in spreadsheets, PDFs, physical mail, and emails. Reconciliation algorithms match carrier data to policies in an AMS, while statement recognition and auto-reconciliation automate more than 90% of manual work involved in recording direct bill revenue.
Key capabilities
from the Salesforce AppExchange listingPolicy data sync
Synchronizes policy data in real time for Salesforce workflows.
Financial data sync
Synchronizes financial data in real time for Salesforce workflows.
Statement data capture
Captures transaction detail from statements in spreadsheets, PDFs, physical mail, and emails.
Carrier data matching
Uses reconciliation algorithms to match carrier data to policies in an AMS.
Statement recognition
Recognizes statement data as part of the revenue accounting workflow.
Auto-reconciliation
Combines with statement recognition to automate manual work involved in recording direct bill revenue.
Exception management
Provides workflows for managing exceptions.
Variance tracking
Provides workflows for tracking variances.
Who it's for
It is for large insurance brokers and broker accounting teams.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Comulate for Salesforce enables realtime policy and financial data sync to unlock seamless integration with the leading revenue accounting automation platform for large insurance brokers. Purpose-built end-to-end workflows for direct bill, exception management, variance tracking and more—deliver turnkey transformation …»