Skip to content

Visit Our Family of Brands

How we're protecting Applied’s Customers and IP: Updates on Applied's lawsuit against Comulate. Learn More

Agency Bill Reconciliation Is Coming to Applied Epic.

Applied Recon will soon reconcile agency bill alongside direct bill business, natively in Applied Epic.

Reconciling carrier statements is one of the most time-consuming tasks your finance team faces, and until now, agency bill has meant spreadsheets, standalone tools, and workflows that live outside your system of record. That all changes with the upcoming release of Applied Recon.

In just a few short weeks, Applied Recon brings agency bill reconciliation natively into Applied Epic alongside direct bill — one system, one workflow, one team to train. AI handles the extraction, matching, and reconciliation. Your team reviews, approves, and closes the books faster.

  • One workflow for direct and agency bill: Stop running agency bill across spreadsheets and standalone tools. Applied Recon reconciles both billing types inside Applied Epic, so your team cross-trains on one workflow instead of managing fragmented processes.

  • Guaranteed Stability & Security: Native to Applied Epic® means no risky integrations. Applied Recon is built to perform, scale, and upgrade seamlessly.

  • Industry-Leading Price to Value: Get best-in-class reconciliation at a competitive price that outmatches alternatives without sacrificing performance or security.

See Applied Recon for Agency Bill in action.

Complete this form to request a demo and see how one workflow handles your entire reconciliation close — direct and agency bill — inside Applied Epic.