--- title: "Applied Epic Commission Reconciliation: Options (2026)" url: https://getlapidar.com/compare/applied-epic-commission-reconciliation/ description: "Reconciling Applied Epic direct bill commission statements: what Applied documents, Applied Recon, and where a separate checker like Lapidar fits." last_modified: "2026-10-12" source: getlapidar.com (HTML converted to Markdown at the edge) --- Options compared # Reconciling Applied Epic direct bill statements: your options Applied Epic is an agency management system, so this is not an “alternative to Epic” page. It sets out what Applied documents for direct bill statement reconciliation, and when a separate check may help. Every Applied statement links to Applied’s own page, checked 12 Oct 2026. By Lapidar, the team building it · October 12, 2026 Applied Epic is Applied Systems’ agency management system. Lapidar does not replace it and does not connect to it; it checks statement files against a book export and schedule, beside Epic. We build Lapidar, so we have kept every statement about Applied Epic to what Applied Epic’s own public pages say, each linked and dated. Where we found nothing, we say so; that does not mean the product lacks it. ## What Applied Epic documents about commissions Applied Systems’ agency management system. Its help center documents direct bill statement reconciliation in the general ledger; Applied also describes Applied Recon, a separate AI matching product for statements. - Help documentation describes associating a suspended or finalized direct bill statement with an existing receipt, disbursement or journal entry. Source: [help.appliedsystems.com](https://help.appliedsystems.com/Help/Epic/2023.2en-US/General_Ledger/Reconciliations/Recs_Associate_GL_Item.htm), checked 12 Oct 2026. - Applied describes Applied Recon as matching statement data to Applied Epic transactions using six signals, including partial matches, across certified P&C and Benefits carriers for direct bill; the post said agency bill would follow in the first half of 2026 (we have not confirmed whether it has shipped). Source: [www1.appliedsystems.com](https://www1.appliedsystems.com/en-us/blog/posts/ai-powered-accounting-automation/), checked 12 Oct 2026. Products change; confirm details with Applied Systems. ## When Applied Epic is the better choice - You want reconciliation recorded in Epic’s general ledger. Lapidar makes no accounting entries. - Your carriers are covered by Applied Recon’s certified carrier list and you want AI matching to Epic transactions inside Applied’s products. - You want one system for agency management and accounting rather than another tool and another upload each month. ## When Lapidar may fit - You want a second, independent check: statements compared with an export of your book and your own schedule, including policies that produced no statement line. - Some of your carriers are outside Applied Recon’s certified carrier list, or you do not license Applied Recon. - You want a per-carrier report of what looks owed, tied to the statement page and row, to send to the carrier. Some agencies use both: their system for day-to-day commission records, and a monthly check of statements against the book. ## What Lapidar does, and doesn’t Lapidar is new and in a founding pilot for up to 7 agencies, with no customers or published results yet. It is not an agency management system and works beside one. - You upload your book (CSV or XLSX export from your AMS), your commission schedule (CSV, XLSX or typed in), and the carrier statements as sent (CSV, XLSX or PDF with a text layer). - Each commission line and each policy that owed commission in the period is matched by carrier and policy number and labeled Missing, Underpaid, Paid twice, Chargeback, Overpaid, Not in book or Unchecked, with the statement page and row behind it. - Output: a findings page, CSV export and a printable report per carrier. You send it; Lapidar never contacts carriers. - It doesn’t do: AMS integration, OCR for scanned PDFs, carrier downloads or AL3/XML import, producer pay, bank reconciliation or accounting entries. Results depend on your book and schedule being right. - Price: USD 99 a month plus applicable tax during the founding pilot, [as published](https://getlapidar.com/pilot/). Full detail is on the [commission reconciliation software](https://getlapidar.com/commission-reconciliation-software/) page; the output is shown on the [sample report](https://getlapidar.com/sample-report/) (invented data). ## Related comparisons - [All options compared](https://getlapidar.com/compare/insurance-commission-software/) - [An AgencyBloc alternative for commission tracking: an honest look](https://getlapidar.com/compare/agencybloc-commission-tracking-alternative/) - [A Commissionly alternative for insurance agencies: an honest look](https://getlapidar.com/compare/commissionly-alternative/) - [HawkSoft commission tracking and reconciliation: your options](https://getlapidar.com/compare/hawksoft-commission-tracking/) - [Reconciling AMS360 direct bill commission statements: your options](https://getlapidar.com/compare/vertafore-ams360-commission-reconciliation/) - [Reconciling commission statements in EZLynx: your options](https://getlapidar.com/compare/ezlynx-commission-reconciliation/) - [Reconciling direct bill statements in Momentum AMS (NowCerts): your options](https://getlapidar.com/compare/momentum-ams-nowcerts-commission-reconciliation/) - [QQCatalyst commission tracking: your options](https://getlapidar.com/compare/qqcatalyst-commission-tracking/) ## Frequently asked questions ### Is Lapidar an alternative to Applied Epic? No. Applied Epic is an agency management system; Lapidar is not and has no Epic integration. It checks statement files against an export of your book and your commission schedule. ### What is Applied Recon? Applied describes Applied Recon as a separate product that uses AI to match statement data to Applied Epic transactions using six signals, across certified P&C and Benefits carriers for direct bill, with agency bill to follow in the first half of 2026. We have not confirmed whether that has shipped; ask Applied. ### Is Lapidar affiliated with Applied Systems? No. Lapidar is independent and not affiliated with, endorsed by or sponsored by Applied Systems. Applied Epic is a trademark of its owner, used here only to identify the product. ### How current is this page? Each statement about Applied Epic was checked against Applied Systems’s own public page on 12 October 2026. Products change, so confirm details with the vendor. On this page 1. [What Applied Epic documents](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#vendor) 2. [When Applied Epic is better](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#vendor-wins) 3. [When Lapidar may fit](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#fit) 4. [What Lapidar does](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#lapidar) 5. [Related comparisons](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#related) 6. [Frequently asked questions](https://getlapidar.com/compare/applied-epic-commission-reconciliation/#faq) Lapidar is new, in its founding pilot. There are no customers or published results yet. [Open an account — founding pilot](https://app.getlapidar.com/signup) ## Check this month’s statements. Upload your book export, your schedule and this month’s statements, and see what Lapidar finds. $99 a month plus applicable tax, cancel anytime. [Open an account — founding pilot](https://app.getlapidar.com/signup) [What the pilot includes](https://getlapidar.com/pilot/) [See a sample report](https://getlapidar.com/sample-report/)