# Send invoices faster **without the manual work.**

Ascend’s AI reads documents, generates invoices, and collects them with a single click. Bind faster with no manual entry.

## **Trusted by the industry's** **leading insurance and accounting teams**

[See case study](/content/customers/insurica-direct-streamlined-payments-to-improve-efficiency-by-25/index.html)

## **Why Billing & Invoicing**

Purpose-built to eliminate manual invoice creation and give insureds a best-in-class billing experience — without adding manual work.

### Stop keying in invoices one by one

Ascend's AI reads carrier documents and automatically creates invoices — extracting policy numbers, premiums, taxes, and fees. A clean, branded invoice is ready in seconds.

### Get paid faster, without the follow-up

The moment a policy is bound, Ascend automatically generates and sends an invoice — so the payment link reaches the insured immediately, and your team stops checking whether payment cleared.

### Provide billing that reflects your agency

Insureds shouldn't have to call to know what they owe. A branded portal shows every policy, balance, and due date. Automated reminders surface overdue payments before they become problems.

### Eliminate transcription errors

Every invoice Ascend generates is built from AI-extracted data. Policy numbers, premiums, taxes, and fees are pulled directly from the source document, so invoices match exactly what carriers sent.

## Billing & Invoicing **by the Numbers**

| **Processed**                   | **Value**           |
|----------------------------------|---------------------|
| Annual premium                   | $25B+               |
| Time to invoice                  | ＜1 min             |
| Reduction in errors              | 90%                 |

## **What Billing & Invoicing** does for you

- Read any quote or binder automatically
- Generate invoices in seconds, not hours
- Send branded payment links instantly
- Give insureds a full billing portal
- Automate payment reminders

## Built to handle **billing at scale**

### AI-powered data extraction

Ascend's AI reads every carrier format — PDFs, scanned documents, and exported files — to extract policy details, premiums, taxes, and fees. As your carrier mix grows, the work doesn't.

### AMS & PAS integrations

Customer and policy data is pulled from supported AMS platforms — creating invoices directly from your records. Transactions write back as invoices are generated.

### Native collaboration

Invoice discrepancies are flagged and exceptions assigned to the right team member. Billing issues are resolved without leaving Ascend, and every correction is logged.

> I can’t imagine going back to juggling multiple tools that still left operational gaps. Ascend has become a true workflow solution, not just a payment processor.

### Customer Testimonial

**Nicole Wilson**  
Account Manager

## FAQs

### 01. How does Ascend read carrier documents in different formats?
Ascend's AI parses uploaded PDFs, scanned documents, and exported carrier files — extracting policy numbers, insured names, premiums, taxes, and fees without requiring custom templates.

### 02. Can we generate invoices directly from our AMS?
Yes, Ascend syncs natively with supported AMS platforms. Customer and policy data pull automatically.

### 03. What does the billing portal look like to our insureds?
The portal is branded to your agency — your domain, your logo, your colors, showing active policies, payment history, and alerts.

### 04. How do collected payments get back into our AMS?
Settled payments write back to supported AMS platforms. Every transaction is logged with timestamp, method, and amount.

### 05. Do we control communications with clients?
Yes. Reminders send on a schedule you configure — frequency, timing, and content are yours to set.

### 06. How does Billing & Invoicing connect to the rest of Ascend?
It's the starting point of the agency bill chain, ensuring seamless integration throughout the billing process.

## Explore the **Ascend product suite**

### Premium Financing & Payments

### Cash Application

### Carrier Payables

### Direct Bill Automation

## See what **Ascend can do for you**

Book a tailored demo using your actual book and carrier mix.