Read the estimate.
Claims extracts the insured and the scope values printed on the carrier document.
Roofing claim reconciliation
The scope was approved. Was it invoiced?
Claims compares the values printed on a carrier estimate with invoices in QuickBooks Online, then surfaces possible approved scope without a matching invoice for your team to review.
Claims is included with Ledger and the free 14 day diagnostic.
Reads the carrier estimateOnly values printed in the document
Matches the insuredConnects the claim to a QuickBooks customer
Compares invoicesSurfaces possible gaps for review
A clean comparison
Carrier document in. Review list out.
The goal is simple: make it easier to see whether approved work shown in the estimate appears in the customer invoices.
Find the customer.
The insured is matched to the corresponding customer record in QuickBooks Online.
Compare the invoices.
Possible approved scope without a matching invoice is surfaced for a person to review.
What the result means
A flag is a question, not a coverage decision.
Claims helps your office compare two sets of records. It does not decide whether work is covered or tell you what a carrier owes.
Every possible gap should be checked against the file, contract, completed work, and your normal claim process.
CLAIM REVIEWCOMPARISON
Approved scope shownRead from estimate
Customer invoicesRead from QuickBooks
Possible gapApproved scope may not have a matching invoice
This is an example of the review language, not a customer result.
Clear boundaries
Claims shows the evidence it can support.
Insurance work carries legal and contractual questions that software should not pretend to answer. Claims stays on the record comparison.
Extract printed values
Reads information present on the carrier estimate.
Compare records
Matches the insured and compares approved scope with invoices.
Interpret policy or coverage
Claims does not decide coverage, policy meaning, or carrier responsibility.
Predict payment or contact the carrier
Claims does not predict payout and does not contact a carrier.
Document privacy
The uploaded estimate is not saved.
The file is processed to extract the information needed for the comparison and discarded after the request.
INCLUDED WITH LEDGER
Start in the diagnostic.
Claims access is included during the free 14 day diagnostic. If you keep Ledger, Claims stays with it at $497 per month.
See LedgerUse your own claim file
Check whether approved scope reached QuickBooks.
Check your first estimate free
14 days. No card. No required call.