Workflows
Automation rules and reconciliation pipeline tracker
May 2026 Reconciliation Cycle
Tracking 5 carriers through the reconciliation pipeline
Statement Upload
3 done·2 pending
Hartford Financial
Done
Hartford_May2026.pdf
Travelers Insurance
Done
Travelers_May2026.xlsx
Chubb Limited
Pending
AmTrust Financial
Pending
Liberty Mutual
Done
Liberty_May2026.pdf
AI Extraction
2 done·1 active·2 pending
Hartford Financial
Done
94%
Travelers Insurance
Done
98%
Chubb Limited
Pending
AmTrust Financial
Pending
Liberty Mutual
In Progress
81%
Review & Match
1 done·1 active·3 pending
Hartford Financial
In Progress
15/18 matched
Travelers Insurance
Done
12/12 matched
Chubb Limited
Pending
AmTrust Financial
Pending
Liberty Mutual
Pending
Reconciled
1 done·4 pending
Hartford Financial
Pending
Travelers Insurance
Done
Chubb Limited
Pending
AmTrust Financial
Pending
Liberty Mutual
Pending
Payouts Generated
0 done·5 pending
Hartford Financial
Pending
Travelers Insurance
Pending
Chubb Limited
Pending
AmTrust Financial
Pending
Liberty Mutual
Pending
Cycle Progress — May 2026
28%Statement Upload3/5
AI Extraction2/5
Review & Match1/5
Reconciled1/5
Payouts Generated0/5