Accounting & Audits

Commissions and audits, ready to review.

Relay AI reads statements, AMS data, templates, and audit documents, then prepares the workbook accounting can check.

Book a workflow demoSee workflows

Relay AI workspace

Commission workbook from statements, AMS, and split rules.

Operator

Accounting lead

Inputs

3 connected
XLS

Carrier statement

Statement rows

Rows, premiums, totals.
AMS

AMS

Policy match

Insured, producer, term.
RULES

Rules

Producer setup

Splits and chargebacks.

Relay AI

Evidence
1

Read

2

Match

3

Flag

Review packet

Commission workbook

Human review

Matched rows and exceptions before payroll.

Total balanced

Ready

Splits applied

Ready

Unmatched row

Review
Statement + AMS + rulesReview exceptions
Certificates & PoliciesRenewals & QuotingAccounting & AuditsIntake & AMS Data

Commission Reconciliation

Match carrier commission statements to AMS policy data, producer rules, and saved output templates.

Operator

Accounting lead or controller

Prepared output

Matched reconciliation workbook with review exceptions

Watch this demo

Statement Re-read

Re-read carrier statement pages when totals do not balance, keeping the printed totals and source rows visible.

Operator

Accounting reviewer

Prepared output

Rows that need another look separated from matched rows

Producer Workbooks

Route commission rows into producer or subagency templates while preserving manual columns and formulas.

Operator

Accounting team

Prepared output

Producer detail sheets and custom workbook outputs

Workers Comp Audit

Compare audited payroll to the policy estimate and export the class-code worksheet a broker can review with the client.

Operator

Account manager or audit reviewer

Prepared output

Audit worksheet with variance flags

AMS Data Audit

Scan AMS records for premium gaps, stale active records, and shell policies, then return a worksheet for staff review.

Operator

Agency principal or operations lead

Prepared output

Data-cleanup worksheet with proposed actions and source evidence

Relay AI workspace

Commission workbook from statements, AMS, and split rules.

Operator

Accounting lead

Inputs

3 connected
XLS

Carrier statement

Statement rows

Rows, premiums, totals.
AMS

AMS

Policy match

Insured, producer, term.
RULES

Rules

Producer setup

Splits and chargebacks.

Relay AI

Evidence
1

Read

2

Match

3

Flag

Review packet

Commission workbook

Human review

Matched rows and exceptions before payroll.

Total balanced

Ready

Splits applied

Ready

Unmatched row

Review
Statement + AMS + rulesReview exceptions

And many more

Start with one, then add the adjacent work.

Balance checkProducer split reviewChargeback rowsTemplate setupManual match resolverAudit worksheet exportPremium gap scan

Workflow sources

Built around what your team already has open.

Use AI where the work is repetitive and evidence-heavy, while keeping payroll, audit, and revenue decisions with your team.

Primary buyer: Controller, agency principal, accounting team

Carrier statements

Connected only when the pilot needs it.

AMS policy data

Connected only when the pilot needs it.

Producer rules

Connected only when the pilot needs it.

Output templates

Connected only when the pilot needs it.

Statement PDF

Connected only when the pilot needs it.

Printed statement total

Connected only when the pilot needs it.

Detail pages

Connected only when the pilot needs it.

Run history

Connected only when the pilot needs it.

Demos

Watch the specific workflow, not a generic product tour.

Each video sits beside the operator, source systems, and prepared output it is meant to prove.

Accounting & Audits

Commission Reconciliation

Matched reconciliation workbook with review exceptions

Build with you

Bring the workflow that is taking too much of the week.

Map the real workflow

Connect only needed sources

Return work in your format