XAssure's AI Bookkeeping - The Speed of AI. The Accountability of a Human. The Perfect Books.
Focus on selling. We handle the books. From commission tracking to financial statements, our dedicated bookkeeping team supports insurance agents, financial advisors, and benefits firms.
GAAP-compliant. Insurance-specialized. Scalable.
Bookkeeping Queue
Your team is working
Monthly Close
Processing tasks...
We work with your accounting software
General Bookkeeping Services
Comprehensive bookkeeping support to keep your finances organized, accurate, and actionable.
Monthly Close & Reporting
Timely monthly close with reconciled accounts, journal entries, and comprehensive financial reporting.
Bookkeeping Setup & Optimization
Set up or clean up your chart of accounts, workflows, and processes for maximum efficiency.
Accounts Payable & Receivable
End-to-end AP/AR management including invoice processing, collections, and vendor payments.
Financial Statements
Balance sheet, P&L, and cash flow statements prepared monthly with variance analysis and insights.
Chart of Accounts Design
Custom chart of accounts tailored to your business structure, with cleanup of legacy data.
Custom Reports & Dashboards
Build custom financial reports and dashboards that give you real-time visibility into your business.
Internal Controls
Implement process improvements and internal controls to safeguard your finances and reduce errors.
Audit Support & Preparedness
Stay audit-ready with organized records, documentation, and support during audit periods.
Bookkeeping Built for Insurance Agencies
From commission tracking to carrier reconciliation, we handle the unique financial workflows that insurance agencies demand.
Record Direct Bill Commissions
Accurately record and track all direct bill commission payments from carriers, ensuring every dollar is accounted for.
Reconcile Agency Bill Premiums
Match agency bill premiums collected with carrier statements, process payments, and resolve discrepancies.
Reconcile General Ledger
Maintain a clean, accurate general ledger with regular reconciliation of all accounts specific to insurance operations.
Prepare Financial Statements
Generate and interpret monthly financial statements including P&L, balance sheet, and cash flow tailored for agencies.
Reconcile Customer A/R
Track outstanding customer receivables, follow up on past-due accounts, and ensure timely collections.
Pay Vendor Invoices
Process and schedule vendor payments, maintain payment records, and manage cash flow for your agency.
Direct Bill Reconciliation
Reconcile carrier direct bill statements against your management system to catch missed or incorrect commissions.
Process Payroll
Handle payroll entries, employer contributions, tax filings, and ensure compliance with federal and state requirements.
Built for Your Success
Everything you need from a bookkeeping partner — with deep insurance industry knowledge.
Dedicated Bookkeeping Team
A consistent team that knows your business — not a rotating cast of freelancers.
Insurance Industry Expertise
We understand commissions, carrier reconciliation, agency billing, and the nuances of insurance accounting.
GAAP-Compliant Financials
All financial statements and processes follow Generally Accepted Accounting Principles.
Scalable As You Grow
Start with what you need and add services as your agency or firm grows — no long-term lock-ins.
Trained on Your Software
QuickBooks, Xero, FreshBooks, Bill.com — we work with the tools you already use.
US-Based Support
Your bookkeeping team is backed by US-based management and quality assurance.
Simple, Transparent Pricing
Choose the plan that fits your agency. No hidden fees, no long-term contracts.
Starter
Essential bookkeeping for small agencies
- General ledger bookkeeping
- Monthly financial statements
- Bank reconciliation (up to 3 accounts)
- Accounts payable (up to 25/mo)
- Basic payroll entries
No long-term contracts — Scale up or down as your agency needs change.
Frequently Asked Questions
What Our Clients Say
Happy To Review X Assure
"X Assure (Formerly eDesk) has been great for our agency. We're using two Virtual Assistant companies presently & we see a night and day difference between X Assure (Formerly eDesk) & the other company. Their end product is great. We're very pleased."
Very Happy
"We are happy with the services provided by X Assure (Formerly eDesk). We have been using them for six months now. They have helped free up time for revenue-generating activities. Highly recommend them!"
Above and Beyond
"I most appreciate the X Assure (Formerly eDesk) team as they have gone above and beyond what they promised us in our engagement. I wouldn't hesitate to recommend them to my colleagues and associates in the industry."