Reconcile a monthly college statement in a coffee break.
Drop the PDF. Harper maps the columns, matches every row against your expected instalments, and writes a plain-English guess for every variance. You approve, the ledger updates, the ageing report clears.
1,552 CRICOS providers pre-loaded
Contact name, phone, email, website and address. Refreshed monthly from the pipeline.
Per-instalment ledger
Double-entry accrual tracking that matches how colleges actually pay - per instalment, ~30 days after census.
Harper on statement day
Column mapping, PDF OCR, variance explanations, fraud flagging - the AI-heavy parser is the wedge.
March 2026 rule guard
Warns at enrollment if the onshore-transfer rule may void the commission. Before the ledger writes.
Walkthrough
From enrollment to reconciled.
- 01
Enroll the client
Type three letters of the college name, autocomplete matches against the 1,552 CRICOS providers already imported. Pick the course and tuition, duration, level and campus fill themselves. Census date defaults to the intake month rule. You override only when the college is unusual.
- 02
Instalments write themselves
Tuition plus instalments-per-year plus your commission agreement plus census dates produces the expected-commission schedule. Preview shows every semester's expected amount and payment due date. Edit any row inline before saving.
- 03
Drop the monthly statement
CSV or PDF, both work day one. Harper reads headers plus the first three rows and proposes a column map. Confirm or override. The mapping caches per college, next month it's zero clicks.
- 04
Match, flag, resolve
Auto-matched rows post to the ledger. Variances get flagged - over-paid, under-paid, missing, unknown student, withdrew before census. Harper writes a plain-English guess for each one and links to the source line in the PDF.
- 05
Ageing and chase
The ageing report shows what's outstanding by college, by instalment. Draft chase email opens a Harper-written follow-up in your firm's AU tone, quoting the specific instalments and the college's own remit statement date.
- 06
Clawback holdback
If your agreement has a holdback, ImmiIQ holds a percentage of each accrual for the risk window. Release fires automatically after the window closes. Clawbacks mirror to any attributed partner without a second entry.
What ships day one
Statement parser out of the box.
- CSV upload with Harper-assisted column mapping cached per college
- PDF drop with Harper OCR + inferred table structure and per-row confidence
- Auto-post high-confidence rows, queue low-confidence rows for one-click review
- Fraud checks against duplicate payments, unknown students, withdrawn students
- Full audit trail - the raw file lives in R2 alongside the parsed rows forever
Give the Colleges module a try.
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