Insurance

Reconcile premiums and claims automatically

Ensure accuracy and speed by monitoring policies as they happen. Strengthen your financial decision-making through automated, real-time reconciliation.

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Bulk transaction matching

Automatically match many to one payments at a transactional level for premiums, settlements and more.

Comprehensive Data Visibility
Get one source of truth. Consolidate your data into one platform for full, centralised visibility and control. Make better decisions with clarity.
Bring your systems together
Easily connect all your systems—even the legacy ones—with Aurum. Avoid multiple logins and piecing information together.
CASS 5 Automation
Simplify compliance. Automate your CASS 5 process to ensure smooth, consistent adherence to regulatory requirements without the manual hassle.
Roll back and forward
Settlements missing? New information on previous reconciliations? You can come back to any previous period and report without hassle.
IFRS 17 reporting made flexible
Generate dynamic, customisable, flexible and compliant reports for real time insights on your finances.
Our solutions serves all stakeholders

Our solution serves all stakeholders.

It doesn't matter which type of firm you are, our solution is flexible to meet any requirements.

There are 600+ integrations already waiting for you

We connect with more than 600 payment providers, banks, platforms, and systems so that no matter who you work with, you can start automating your reconciliation right away.
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Solutions

Our solution is made with your industry in mind

Bank Reconciliation

Reconcile all your bank statements, from all your accounts, in just one click. Automatically import and match any data in seconds with our Bank Reconciliation solution.

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Client Money Reconciliation

Secure your client money with ease. Always be audit ready and prove client money segregation in seconds with our custom reports.

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PSP
Reconciliation

Never go through manually downloading all your PSP reports again. With our 1 click data import, you can feed all your PSP data in seconds to our system.

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CASS Reconciliation

Take control of CASS compliance and protect funds with demonstrable governance.

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Frequently Asked Questions