Testing an Ascend product page

We support 40+ carriers today and prioritize new integrations based on customer volume. If your carrier isn't supported, we'll work with you to add it—often within 4-6 weeks. In the meantime, you can upload statements manually and Ascend will parse and match them just like auto-fetched statements.

Absolutely. Many customers start with a pilot—1-2 carriers or a single line of business—to build confidence before expanding to their full book. This phased approach lets your team learn the workflow without overwhelming initial setup.

Our exception queue surfaces unmatched items with suggested matches ranked by confidence. Your team reviews and resolves with full context—statement details, AMS invoice candidates, historical patterns. It's fast, not blind. Plus, our AI learns from your corrections to improve future matching for similar cases.

We support the leading AMS platforms (Applied, Sagitta, AMS360, BenefitPoint). If you migrate, we'll help reconfigure integrations—your historical data and workflows remain intact. Typical AMS migration support takes 1-2 weeks to re-establish sync and validate data flow.

Ascend is SOC 2 Type II certified. Data is encrypted at rest (AES-256) and in transit (TLS 1.3). Carrier credentials are encrypted and never stored in plaintext. We never store bank credentials—connections are made via secure, read-only APIs (Plaid, Finicity). Role-based access controls ensure only authorized users can view or modify data.

Ascend flags these as exceptions and suggests the most likely match based on available fields (insured name, premium). Your team can manually link the statement to the correct invoice or flag it for AMS data cleanup. Once corrected in your AMS, future statements with that policy will auto-match.

Yes. Posting timing (immediate, daily batch, manual approval), GL account assignments, variance thresholds, and approval workflows are all configurable. We set up rules during implementation based on your accounting practices, and you can adjust them anytime.

Ascend tracks expected deposits by carrier and automatically allocates bulk deposits across multiple statements based on statement amounts and carrier. If a deposit doesn't match expected totals, it's flagged for review. You maintain full control over allocation decisions.

Every transaction is logged with complete audit trail: timestamp, user, action taken, supporting data. You can export reconciliation summaries, transaction details, exception logs, and user activity reports in PDF, CSV, or Excel. Reports are designed for month-end reviews, auditor requests, and internal compliance.

We maintain 99.9% uptime (enterprise plan) with 24/7 email support and <4 hour response time during business hours. Critical issues (system downtime, data integrity) are escalated immediately. You'll also have a dedicated customer success manager for ongoing support and optimization.