Integrations

Work with the tools
your team already uses

Native two-way sync with your AMS, CRM, and GL — data flows in both directions, and your books stay current without manual entry between systems.

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Trusted by the industry's
leading insurance and accounting teams

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Data that moves with your operation

Ascend connects to the systems your team depends on — reading what's there, writing back what changes, keeping everything in sync without extra steps.

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Pulls policy and customer data automatically

Customer records, policy details, premiums, and line items sync directly from your AMS — so your team never re-enters what's already there.

Posts transactions back to your AMS and GL

Applied cash, confirmed disbursements, and posted payments write back automatically — with timestamps, methods, and amounts.

Keeps both systems current, not just connected

Data moves in both directions on an ongoing basis — so your AMS and Ascend reflect the same source of truth.

Automate reconciliation to your AMS

Collected premiums shouldn't require manual data entry. Every cleared payment automatically posts back to your AMS, keeping your records current without manual entry between systems.

Platform Foundation

Deep integrations with the platforms insurance runs on

Bidirectional sync across your AMS and CRM — reads policy and customer data in, writes applied cash, disbursements, and payments back out. No middleware. No manual exports.

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Applied Epic

Pull customer and policy data automatically. Post applied cash, invoices, and carrier disbursements without re-entry. The most complete AMS integration Ascend offers.

AMS360

Pull customer and policy data automatically. Post applied cash and disbursements without re-entry. Built for agencies running high transaction volumes across multiple carriers.

Salesforce

Sync account and contact records between Salesforce and Ascend. Keep your pipeline and your financial operations in step — without duplicating data entry across systems.

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Billing & Invoicing

Graphic showing an unpaid invoice with a button for the user to make a payment along with a dashboard summarizing all paid and unpaid accounts receivable.

Automate invoice creation, delivery, and collections to get paid faster.

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Cash Application

Graphic showing a perfectly reconciled dashboard for incoming cash which has zero unapplied cash remaining.

Turn bank deposits into clean, matched accounting entries inside your ledger.

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Carrier Payables

A graphic showing two tables, payables and commissions owed to carriers and retained by agencies respectively.

Reconcile and disburse carrier payables without manual tracking or spreadsheet workarounds.

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Direct Bill Automation

Graphic of an invoice being scanned from right to left taking it from raw unprocessed data to reconciled commissions.

Close books faster with end-to-end automation to fetch, reconcile, and post commission statements.

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See what Ascend
can do for you

Book a tailored demo using your actual AMS, deposit volume, and AR mix. We'll show you exactly how Cash Application handles your reconciliation workflows — and how it connects to payments, carrier payables, and everything across your financial operations.