Agentic Back Office

A month in the ABO console.

The screens your team and ours work from, in the order a month runs. Screens show a demonstration client with synthetic data.

  1. 01

    Your month on one screen

    Client money by currency, collections due and overdue, insurer settlements and open exceptions. A shortfall is always labelled, never shown by colour alone.

    ABO console overview for Harbourline Marine Ltd: client money in balance in GBP and EUR, £214.04 of collections overdue, £1,140.80 billed to insurers and not yet collected, and two open exceptions.
  2. 02

    Every payment, matched

    Scheduled, submitted, collected and unpaid amounts, with card payouts and fees shown separately. Arrears are listed by policy with their retry status.

    Money in for Harbourline Marine Ltd, November 2026: £1,321.60 scheduled across nine collections, one unpaid instalment of £67.20, collections by week, the largest arrears and card settlements matched to policies.
  3. 03

    One policy, end to end

    Premium, tax and commission, the instalment schedule and every event in order. Click any figure to open the accounting entry and the event that caused it.

    Policy passport for CL-2026-004821: £1,456.00 billed including £156.00 premium tax, £134.40 collected, the premium split with £260.00 commission, the actions available next and the instalment schedule.
  4. 04

    Decisions, not detective work

    When something doesn't match, ABO shows what happened, what it tried and the options, each with its accounting effect. The decision is recorded with who made it.

    Exception for a returned instalment of £67.20 on policy CL-2026-004902, showing what happened, what was tried, why it stopped, and a write-off option with its accounting entries awaiting a second person's sign-off.
  5. 05

    Resource against requirement

    Per legal entity and currency, with comparison to the previous period. Each line drills down to the balances behind it.

    Client money calculation for Harbourline Marine Ltd as at 30 October 2026: resource of £2,190.72 against a requirement of £1,894.72, an excess of £296.00, with each line linked to the balances behind it.
  6. 06

    Settlement, ready to send

    Statements by insurer and binder, approved and sent from one place. Bordereaux and statements always agree.

    Statements for October 2026 by counterparty, all settled, with £680.00 paid to insurers in EUR and £1,694.72 in GBP, and a CSV for each statement.
  7. 07

    Every layer paid correctly

    The group structure, each scheme's chain of intermediaries and the commission each one has earned, settled and is owed.

    Distribution view for the whole Harbourline group, October 2026: commission by layer totalling £594.00, and each scheme's chain of intermediaries from retailer to insurer with each party's share.
  8. 08

    Each entity's obligations

    Registrations, the obligations calendar and prepared returns, with figures from that entity's ledger.

    Compliance page for Harbourline Marine Ltd: seven obligations due in the next 14 days, a calendar of client money reconciliations, bordereaux and premium tax schedules with their status, and the entity's registrations.

See it with a real policy.

We'll run a policy through it live: bound, collected, allocated, settled and journalled to your GL.

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