Insurance Payment Auditor
Match insurance ERAs against your bank deposits
Try your first month free — no credit card required
Audit your most recent month before deciding whether to subscribe.
How it works: Upload your EHR insurance ERA report, connect your business bank account securely with Plaidand let Insurance Auditor reconcile your insurance payments with your actual deposits.
Built for a real behavioral health practice: Insurance Auditor was created by Dr. Jon Weingarden, PsyD, for use in his own practice, Weingarden Psychological Services.
Want to look further back? Review prior months at a discounted rate and find out whether insurance payments may have been missed this year.
Watch a quick demo
Data Ingestion Wizard
Step 1
Upload Insurance Payment Document
Released insurance payments from your EHR.
Step 2
Connect your bank with Plaid
Securely import deposit data, or upload a statement manually.
Sign in to upload your insurance ERA and bank deposit data, then run the audit. Green = matched, yellow = unmatched (in transit), red = needs follow-up.
Possible Batches
Many-ERA → One-Bank batches
Bank deposits with one or more candidate ERA combinations. Shown in recommended review order; nothing is auto-confirmed.
Recommended review order. More constrained, higher-confidence reconciliation decisions are shown first — confirming a batch may simplify the remaining possibilities.
Comparison Grid
Unmatched? Confirm against your bank, or wait for the next update if recent. If truly missing, mark the row Needs attention for your billing specialist.
Import ERA and bank data above, then run an audit to compare dollar amounts.