Comulate for Salesforce
By Comulate
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About Comulate for Salesforce
Seamlessly integrate leading accounting automation for large brokers
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.
Highlights
- Purpose-built end-to-end workflows for direct bill, exception management, variance tracking and more—deliver turnkey transformation for large broker accounting teams.
- Comulate captures full transaction detail from 100% of statements—in spreadsheets, PDFs, snail mail, and emails—eliminating all data entry and spreadsheet munging.
- Fine-tuned reconciliation algorithms match disparate carrier data to policies in an AMS. Statement recognition and auto-reconciliation combined, automate more than 90% of manual work to record direct bill revenue.
Screenshots
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Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Comulate | $1 per company | Yearly |
Compatibility
- Works with
- Financial Services Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 26, 2024
- Industries
- Financial Services
- Languages
- English