Case Study

Transforming Benefits Reconciliation with Automation

Bear’s Benefits Reconciliation tool automatically cross-references insurance statements with employee and payroll data. The automation reduces a process that previously required 2–20 hours of manual work to approximately 30 seconds while making discrepancies easier to identify.

The Impact

Turned a 2-20 hour task into one completed in 30 seconds.
Acts as a second set of eyes for human review when needed.
Greatly improved employee satisfaction and morale by eliminating a dreaded task.
Freed employees to focus on higher-value, engaging work.

The Client

Bear Payroll and Benefits Management AI logo

The Problem

Payroll companies manually reconciled monthly PDFs from insurance providers with internal employee records. Employees cross-referenced unstructured statements with plan details in Excel, line by line. This process often took 2-20 hours per client, consuming time and morale. For companies managing dozens of clients, the inefficiency was unsustainable.

The Solution

  • AI reads and processes unstructured PDFs from insurance companies.
  • Cross-references data with employee records in Excel.
  • Flags discrepancies requiring human review.
  • Completes reconciliation, including anomaly detection, in around 30 seconds.

How it Works

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