Statements Keep Piling Up
Each carrier sends another file to download and sort. The review waits while someone finds the right statement and the records that belong with it.
Clarity on your commissions
Make Sense Of Your Commissions Statements Records
Spend less time sorting carrier statements and more time understanding what they show. Kadence organizes your records and flags differences for review, with sources and matching rules confirmed during setup.
Current Reality
The Business Is Written. The Numbers Are Still A Puzzle.
Commission information arrives in different files, on different schedules, with different names for the same things. Your team spends time assembling the picture before anyone can review it.
The Records Do Not Line Up
Names, identifiers, and reporting periods differ between sources. Comparing your business records with a statement becomes a line-by-line exercise.
Questions Lose Their Place
A line needs an explanation, but the note lives in an email thread. Next month, someone has to work out whether anyone ever resolved it.
Owners Wait For The Picture
Before you can discuss the numbers, someone has to rebuild the spreadsheet. A simple question turns into another request for the back office.
Built For Clarity
Give Every Review A Clear Structure
- 1 Statement Set Your supported carrier records
- 1 Review Workflow A consistent way to compare
- 1 Exception List Questions that need a person
- 1 Reporting View Based on the data supplied
How it works
From Carrier Files To A Clearer Review
Bring the records together, see where entries differ, and give the unresolved questions a clear next step.
01
Bring In Statements
Supply your carrier statements and agency records through the intake process built for your account. The supported files come together for the reporting period you want to review.
.%20Step%201:%20a%20lead%20reaches%20out.%20--%3e%3crect%20x='40'%20y='40'%20width='400'%20height='280'%20rx='14'%20stroke='%231D1C1B'%20stroke-opacity='0.12'%20stroke-dasharray='2%207'/%3e%3ccircle%20cx='150'%20cy='250'%20r='9'%20fill='%2380382E'/%3e%3cpath%20d='M150%20250%20A70%2070%200%200%201%20220%20180'%20stroke='%231D1C1B'%20stroke-width='2.5'/%3e%3cpath%20d='M150%20250%20A118%20118%200%200%201%20268%20132'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-opacity='0.6'/%3e%3cpath%20d='M150%20250%20A166%20166%200%200%201%20316%2084'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-opacity='0.3'/%3e%3crect%20x='300'%20y='120'%20width='110'%20height='86'%20rx='12'%20fill='%231D1C1B'/%3e%3cpath%20d='M318%20150l37%2024%2037%20-24'%20stroke='%23FDFAF7'%20stroke-width='3'%20stroke-linecap='round'%20stroke-linejoin='round'/%3e%3c/svg%3e)
02
Match The Records
Kadence compares the entries using the identifiers and matching rules confirmed during setup. Records that cannot be matched stay visible for your team to review.
.%20Step%202:%20Kadence%20answers%20in%20seconds.%20--%3e%3crect%20x='40'%20y='40'%20width='400'%20height='280'%20rx='14'%20stroke='%231D1C1B'%20stroke-opacity='0.12'%20stroke-dasharray='2%207'/%3e%3ccircle%20cx='240'%20cy='180'%20r='92'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-opacity='0.35'/%3e%3crect%20x='188'%20y='128'%20width='104'%20height='104'%20rx='20'%20fill='%231D1C1B'/%3e%3cpath%20d='M250%20150l-26%2034h20l-16%2030%2034%20-40h-20z'%20fill='%2380382E'/%3e%3cpath%20d='M332%2096a118%20118%200%200%201%200%20168'%20stroke='%2380382E'%20stroke-width='2.5'%20stroke-linecap='round'/%3e%3c/svg%3e)
03
Spot Differences
See the entries that do not line up and the records behind each question. A difference may need more information or a timing check before your team can explain it.
.%20Step%203:%20questions%20get%20answered.%20--%3e%3crect%20x='40'%20y='40'%20width='400'%20height='280'%20rx='14'%20stroke='%231D1C1B'%20stroke-opacity='0.12'%20stroke-dasharray='2%207'/%3e%3cpath%20d='M108%20108h150a20%2020%200%200%201%2020%2020v58a20%2020%200%200%201%20-20%2020h-92l-38%2030v-30h-20a20%2020%200%200%201%20-20%20-20v-58a20%2020%200%200%201%2020%20-20z'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-linejoin='round'/%3e%3cpath%20d='M162%20138a16%2016%200%200%201%2024%2014c0%2012%20-16%2012%20-16%2024'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-linecap='round'/%3e%3ccircle%20cx='170'%20cy='188'%20r='3.5'%20fill='%231D1C1B'/%3e%3cpath%20d='M232%20176h120a20%2020%200%200%201%2020%2020v58a20%2020%200%200%201%20-20%2020h-20v30l-38%20-30h-62a20%2020%200%200%201%20-20%20-20v-58a20%2020%200%200%201%2020%20-20z'%20fill='%231D1C1B'/%3e%3cpath%20d='M258%20224l18%2018%2034%20-38'%20stroke='%2380382E'%20stroke-width='4'%20stroke-linecap='round'%20stroke-linejoin='round'/%3e%3c/svg%3e)
04
Assign Follow-Up
Give each unresolved question to the person who can investigate it. Your team follows up with the relevant records and carrier instead of leaving another note in an inbox.
.%20Step%204:%20the%20callback%20gets%20booked.%20--%3e%3crect%20x='40'%20y='40'%20width='400'%20height='280'%20rx='14'%20stroke='%231D1C1B'%20stroke-opacity='0.12'%20stroke-dasharray='2%207'/%3e%3crect%20x='132'%20y='96'%20width='216'%20height='180'%20rx='16'%20stroke='%231D1C1B'%20stroke-width='2.5'/%3e%3cpath%20d='M132%20140h216'%20stroke='%231D1C1B'%20stroke-width='2.5'/%3e%3cpath%20d='M176%2088v24M304%2088v24'%20stroke='%231D1C1B'%20stroke-width='2.5'%20stroke-linecap='round'/%3e%3crect%20x='260'%20y='196'%20width='52'%20height='44'%20rx='8'%20fill='%2380382E'/%3e%3ccircle%20cx='176'%20cy='180'%20r='6'%20fill='%231D1C1B'%20fill-opacity='0.35'/%3e%3ccircle%20cx='240'%20cy='180'%20r='6'%20fill='%231D1C1B'%20fill-opacity='0.35'/%3e%3ccircle%20cx='176'%20cy='222'%20r='6'%20fill='%231D1C1B'%20fill-opacity='0.35'/%3e%3c/svg%3e)
05
Review Your Commissions
Review the commission information in your supplied records alongside the questions still open. Know which reporting period you are looking at before discussing the numbers.
.%20Step%205:%20you%20walk%20in%20and%20close.%20--%3e%3crect%20x='40'%20y='40'%20width='400'%20height='280'%20rx='14'%20stroke='%231D1C1B'%20stroke-opacity='0.12'%20stroke-dasharray='2%207'/%3e%3cpath%20d='M168%2092h96l48%2048v128a16%2016%200%200%201%20-16%2016h-128a16%2016%200%200%201%20-16%20-16v-160a16%2016%200%200%201%2016%20-16z'%20fill='%231D1C1B'/%3e%3cpath%20d='M264%2092v48h48'%20stroke='%23FDFAF7'%20stroke-width='3'%20stroke-linejoin='round'/%3e%3ccircle%20cx='240'%20cy='216'%20r='40'%20fill='%2380382E'/%3e%3cpath%20d='M222%20216l13%2013%2025%20-28'%20stroke='%23FDFAF7'%20stroke-width='4.5'%20stroke-linecap='round'%20stroke-linejoin='round'/%3e%3c/svg%3e)
Results
Spend Your Review Understanding The Numbers.
Bring the statements, matching records, and open questions into the same review so your team can focus on what needs an explanation.
Less File Chasing
Find the supplied statements together instead of hunting through inboxes.
Clearer Questions
See the records behind a difference before asking your team to investigate.
Visible Commissions
Review the commission information contained in the supplied data.
Repeatable Reviews
Use the same intake, matching, and follow-up routine each reporting period.
Focused Follow-Up
Give unresolved entries an owner who can investigate the difference.
Shared Understanding
Discuss the same records, reporting period, and outstanding questions.
What it is worth
What Is Statement Review Taking Out of Your Week?
Model the review time a configured reconciliation workflow could reduce. Missing commissions are not counted as recovered money.
Share of handling time you could save 25%
Choose an assumption to explore. This is your scenario, not a measured Kadence result.
40
Only carrier formats included in the agreed setup.
30
Your current time to organize, match and review a statement.
$40
Time value is not cash savings unless paid hours or outside costs actually fall.
5 review hours released per month in this scenario
Annual value of review time released
$2,400
That is $200 in monthly time value, not recovered commissions.
Annual value of review time released: $2,400. $200 in monthly time value, not recovered commissions.
- Statements reviewed per month
- 40
- Minutes saved per statement
- 7.5
- Monthly hours released
- 5
Illustrative value of time released, not guaranteed savings or a reduction in payroll. Weekly models use 52 weeks per year. Excludes Kadence fees and usage. Do not add overlapping scenarios. How we calculate this
We do the setup
Start With The Statements You Actually Use
We review your sample files and confirm which formats and fields can be matched. Your team checks a reporting period with us before using the workflow.
- Discovery
Review Your Sources
You share sample statements and the records you want to compare. We confirm the sources and formats the setup can support.
- Definition
Define The Matching
We define fields, matching rules, access, and the update schedule. Your team knows which reports and review responsibilities are included.
- Configuration
Build The Review
We configure statement intake, matching, and review steps. Together, we examine a sample period and identify gaps in the inputs.
- Launch
Hand Over The Routine
Your team learns how to supply statements and work through open questions. Each reporting cycle starts with the same review routine.
FAQ
Know What Is Included
What to know about commission data, reporting, and your setup.
Are commission tracking and reconciliation available?
Yes, through scoped setup. We review sample carrier statements and your agency records, then confirm the supported formats, matching rules, reports, and update process. The resulting view reflects the data you supply; missing identifiers or incomplete records may need manual review.
Does Kadence connect directly to every carrier?
No. We do not promise universal carrier feeds or live synchronization. We confirm the supported statements, file formats, and intake process during discovery. Updates follow the agreed data delivery and processing schedule.
What information do we need to provide?
You provide the agreed carrier statements and the agency records needed for the comparison. Sample files help us confirm available identifiers, commission fields, and reporting periods. Missing or inconsistent inputs may need cleanup before a useful comparison is possible.
Does a difference mean we are owed commission?
No. A difference or unmatched entry needs review. Timing, missing records, identifiers, and carrier-specific reporting can affect a comparison. Your team confirms the explanation with the relevant records and carrier before treating it as an amount owed.
Does this send payments or run payroll?
No. This page covers commission tracking, reconciliation, and reporting through scoped setup. It does not include automated payouts, payroll execution, or moving money on your behalf.
Does this handle chargebacks automatically?
No. We do not promise automated chargeback handling. Any commission adjustments present in your source data need to be addressed in the agreed reporting scope and reviewed by your team.
How current are the reports?
Reports reflect the statements and records supplied through the agreed process. We define the update schedule and reporting period during setup. A report should not be treated as a live carrier balance or a guarantee of future payment.
Is this the same as accounting software?
No. It gives your team a structured view of the commission data in scope. Your accounting, tax, payroll, and carrier processes retain their own responsibilities, and your team remains responsible for reviewing and approving financial records.
Still have a question? Email us at hi@startkadence.com
Get a clearer view of the business you wrote.
See how Kadence helps your team review statements, investigate differences, and follow through.