From daily transactions to carrier commission matching — Tallify handles the complete financial back office for independent insurance agencies. AI-assisted speed. Human-reviewed accuracy.
Yet every month it's the same story — hours lost to bookkeeping, carrier statements that don't match, and tax season that feels like a crisis.
8-12 hours a month on transaction entry, reconciliation, and financial reports — time you should be spending on clients and growth.
Carrier statements are messy. Splits get missed. Override credits disappear. Without proper reconciliation, you're leaving money on the table.
Every April feels like a fire drill. Messy books mean missed deductions, surprise tax bills, and expensive CPA cleanup fees.
General bookkeeping for the day-to-day. Insurance-specific services for the work only agencies need.
Comprehensive bookkeeping to keep your agency's finances organized, accurate, and tax-ready.
Reconciled accounts, journal entries, and comprehensive financial statements every month.
End-to-end AP/AR management — invoice processing, collections, and vendor payments.
Balance sheet, P&L, and cash flow statements with variance analysis and insights.
Custom chart of accounts tailored to your agency, with cleanup of legacy data.
Payroll entries, employer contributions, tax filings, and compliance with ADP, Gusto, and more.
Real-time financial dashboard plus custom reports for full visibility into your business.
From direct bill commissions to carrier statement matching — the specialized work only agencies need.
Accurately record and track all direct bill commission payments from carriers.
Match premiums collected against carrier statements, process payments, resolve discrepancies.
Reconcile carrier direct bill statements against your management system to catch missed commissions.
Regular reconciliation of all accounts specific to insurance operations.
Track outstanding receivables, follow up on past-due accounts, and ensure timely collections.
Detailed commission reports by carrier, line of business, and producer.
We handle the setup. You focus on running your agency.
We learn about your agency, your current setup, and what you need. 15 minutes is all it takes.
Upload statements or connect QuickBooks/Xero. We configure everything and set up your dashboard.
AI processes your transactions at speed. Our expert team reviews everything — commissions included.
Log into your dashboard anytime. Tax-ready reports, commission tracking, and real-time financial clarity.
The Tallify dashboard gives you something most bookkeeping services don't — clarity, whenever you need it.
Revenue, expenses, cash flow, and profitability updated as your books are processed.
See commission status by carrier — reconciled, pending, or flagged — all in one view.
Transactions categorized and processed intelligently. Faster turnaround. Fewer errors.
Every entry reviewed by an experienced bookkeeper before it touches your books.
Monthly P&L, balance sheet, and cash flow — ready to hand your CPA without cleanup.
Get notified about unusual expenses, missed commissions, and cash flow anomalies.
We understand commissions, carrier reconciliation, trust accounting, agency billing, and premium payables. This is all we do.
A consistent team that knows your agency — not a rotating cast of freelancers. Same people, every month.
AI processes at speed. Humans verify with judgment. You get the best of both — fast and accurate.
Most bookkeepers send you a PDF. We give you a live dashboard — check your numbers anytime, anywhere.
All financial statements and processes follow Generally Accepted Accounting Principles. Audit-ready, always.
Start with what you need. Add services as your agency grows. No long-term lock-ins. Cancel anytime.
Choose the bookkeeping plan that fits your agency. Add commission reconciliation when you're ready.
Essential bookkeeping for small agencies and solo agents.
Billed monthly. No contracts.
Complete support for growing agencies with full financial visibility.
Billed monthly. No contracts.
Full-service financial back office for large agencies & groups.
Billed monthly. No contracts.
Add carrier commission reconciliation to any bookkeeping plan. We record direct bill commissions, reconcile carrier statements, match against your management system, and flag discrepancies. Priced by the number of carrier statements we process monthly.
30+ carriers? Contact us for custom pricing.
No long-term contracts. No setup fees. Scale up or down as your agency needs change.
"I used to spend every Sunday reconciling carrier statements. Now Tallify handles it and I actually see where every commission dollar goes. Game changer."
P&C Agency · Texas
"Our previous bookkeeper didn't understand insurance accounting. Tallify gets commissions, trust accounts, and agency billing — they speak our language."
Multi-Line Agency · Ohio
"The dashboard alone is worth it. I can check our cash flow and commission status from my phone. No more waiting for monthly reports."
Benefits Agency · Florida
Tallify was born from a simple observation — insurance agencies deserve a bookkeeping partner that actually speaks their language.
Most bookkeeping services treat insurance agencies like any other small business. They don't understand commissions, carrier statements, trust accounting, or agency billing. So agencies end up doing half the work themselves anyway.
Tallify was built to change that. Our team combines deep insurance industry expertise with modern AI-assisted automation to deliver bookkeeping and commission reconciliation that's faster, more accurate, and more affordable than traditional options.
We work exclusively with independent insurance agencies — P&C, benefits, life & health, and financial advisors. This focus means every process, every workflow, and every report is tailored to how your agency actually operates.
AI handles the speed. Humans ensure the accuracy. Every transaction, every commission entry, every report is reviewed by an expert before it touches your books.
We assign a dedicated team to your agency. They learn your business, your carriers, your workflows. Same people, every month — not a rotating cast of strangers.
Your dashboard shows everything in real time. No surprises, no waiting for monthly reports. You see what we see, whenever you want.
Bank-level 256-bit encryption, GAAP-compliant processes, and strict internal controls. Your financial data is protected at every step.
Book a free 15-minute consultation. We'll review your current setup and show you how Tallify can simplify your bookkeeping and commission reconciliation.
No commitment. No credit card. Just a conversation.