InsureBooks - think of it as a quickbooks replacement - 100% designed for the insurance market (even imports quickbooks files). Saw a demo last week (I was consulting for a medium sized agency who currently uses qb)
Sounds nice. In my research, I've found most bookkeepers and accountants have problems with insurance agency financials. The biggest thing reconciling with the management system or carrier statements. Does this software help line everything up?
And no, I don't have my own agency, but I've been doing a lot of research and this is one of the big things that worries me is lining up bank statements, management system and carrier statements. And correctly reconciling anything. Does this software help with that?