Catch-Up Bookkeeping for Insurance Agencies.
Track commissions, renewal revenue, and producer payouts with professional bookkeeping.
Built for Insurance Agencies
We Understand Your Business
Commission Tracking
Commissions from multiple carriers? We track all commission income by carrier and policy type for clear revenue visibility.
Renewal vs New Business
Need to separate new business from renewals? We categorize income streams so you can track growth metrics.
Producer Payouts
Paying out to agents and producers? We track all splits and payouts for accurate expense reporting.
How It Works
From Statement to P&L in 4 Simple Steps
Upload Your Statements
Drag and drop your bank statements in PDF, CSV, or text format. We support all major US banks.
AI Categorizes Everything
Our AI reads every transaction and categorizes it using industry-specific categories across 32 industries.
Review & Confirm
Review the AI’s work, adjust any categories, flag personal transactions, and confirm everything looks right.
Download Your Reports
Get a professional P&L Statement, a detailed P&L showing every transaction under each category. Print to PDF, download as CSV, or share with your accountant.
See it in action (3 min)
Ready to get your insurance agencies books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
Get Started FreeFAQ
Frequently Asked Questions
What it does
How it fits
Accuracy & your data
Have more questions?
We’d love to help. Reach out to support@forprofit.io and we’ll get back to you within 24 hours.