The finances of every claim, in one view.
Demands, offers, payments and invoices are pulled from your documents and tracked by claim, with fee revenue, receivables and hourly time in one view.
| Date | Item | Amount | Source |
|---|---|---|---|
| Sep 26 | Payment · building, ACV | $96,200 | Check letter |
| Sep 12 | Offer · revised | $226,900 | |
| Aug 30 | Payment · ALE advance | $22,250 | EFT notice |
| Aug 14 | Demand | $412,300 | Demand letter |
“Where’s the money?”
What’s been paid on a claim is scattered across emails, checks and PDFs, so nobody has the full picture.
Finch pulls the payments, demands and offers onto the claim, so the numbers are in one place.
From what you receive to what you can use.
Amounts extracted
Demands, offers, payments and invoices found in the documents you receive.
Tracked by claim and client
Every figure tied to its claim and to the document it came from.
Firm-level view
Fee revenue against settlements, receivables by claim and hourly time.
What it looks like on a claim file.
| Date | Item | Amount | Source |
|---|---|---|---|
| Sep 26 | Payment · building, ACV | $96,200 | Check letter |
| Sep 12 | Offer · revised | $226,900 | |
| Aug 30 | Payment · ALE advance | $22,250 | EFT notice |
| Aug 14 | Demand | $412,300 | Demand letter |
Answer the money question in seconds.
For a client on the phone, or for the firm at month end, the current picture is on the record with its source.
What complexity conceals can cost millions.
Connect your inbox and bring the full record into every conversation with the carrier.
In your demo
- See Finch build a claim record from real correspondence
- Compare every estimate version line by line
- Ask a question and get an answer with citations