Consolidated Invoicing

Save time and increase revenue while tackling the complexities of employee benefits billing

TPA Stream integrates directly with your benefits administration system, pulls all necessary counts and data, applies any recurring or one-time fees, and generates detailed invoices to share in a secure white-labeled employer portal for prompt payment.

Easily apply bundled rates, one-time fees, divisions, and commission payments. Dramatically reduce the time you spend generating invoices and servicing accounts.

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How It Works

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Integrates directly with your ben admin system

Securely get participant details, premiums, plan information, and more for any category.

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Applies your fees

Bill for one-time fees, recurring charges, bundles, divisions, and more. Easily accommodate any fee scenario and commission structure.

03 Invoice

Generates and sends a detailed invoice in minutes

It takes just a few clicks to generate and send invoices on any cadence—monthly, quarterly, annually, in advance, or in arrears. Smart adjustments help you capture more revenue.

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Streamline payments with accounting integrations and ACH

Integrates with leading accounting software to streamline bookkeeping and payments. Optional NACHA file automates your ACH process.

Interactive Demo

Check out the interactive demo to see Consolidated Invoicing in action.

Reduce account servicing time and get paid faster.

Brandable Employer and Broker Portal

Employers have direct, on-demand access to previous invoices. Brokers can view detailed commission statements. Invoices, statements, and portals feature your branding.

Invoice Tracking

Monitor if the invoice has been opened and reviewed. Optionally, view payment status when you integrate your accounting software.

Automated Payments

Optional NACHA and Payment Transactions eliminate the need for manual ACH file creation. 

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Generate accurate, consolidated invoices in minutes.

Scalable Recurring Fees

Bill for one-time fees, recurring charges, bundled fees, divisions, and more. Intuitive and user-friendly and smartly scalable for the most complex fee structures you (or your broker) can dream up.

Smart Adjustments 

Our software captures any member or plan changes and automatically applies them to your next invoice. Before sending your invoices, preview them in your dashboard.

Intuitive Dashboard

View invoices, contracts, recurring fees, or commission reports in one place.

Team Collaboration

Easily work asynchronously as a team.

Supported Benefit Categories

06 FSA




07 Parking


06 HRA

Cafeteria Plans

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06 HRA


02 Checkmark


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& More

Supported Integrations

Integrate with your benefits administration software and accounting software to simplify your entire billing workflow. Our most popular integrations include:

  • WEX 
  • Alegeus  
  • Quickbooks Online
  • Quickbooks Desktop
  • Sage Inacct
  • Oracle Netsuite

Chances are we can build an integration for the administration software you have. We have nearly a decade of experience doing so for some of the country’s leading TPAs.

Get Started

Complete the lead form to learn more about Consolidated Invoicing.

Frequently Asked Questions

Do I need to download TPA Stream?

TPA Stream is a web-based application. You do not need to download any software to use TPA Stream.

How do you keep information secure?

We are HIPAA compliant and SOC II Type 2 certified. You can learn more on our Security page here.

What software do you integrate with?

We’ve built direct integrations with WEX and Alegeus for both CDH and COBRA. We can integrate and consume invoice data from any benefits platform. We have accounting integrations with Quickbooks Online, Quickbooks Desktop, Netsuite, Sage Inacct, and more.

Can the invoices be downloaded?

Yes, invoices can be downloaded by you or your clients from the secure portal in PDF or CSV format.

Can I upgrade my plan later?

We work with our clients to establish a plan that fits As you grow, we can scale to meet the needs of your business with additional functionality based on your needs.

How do I get started?

We work with you to import all your fees and configure your settings based on what you bill for, your vendors, and your invoicing preferences.

Can I send invoices to multiple contacts?

Yes, we call this divisional billing (or bill by division). Often you might need to send invoices to multiple departments or state-level contacts depending on how the organization is structured. We support all that.

Can I use your software to manage broker commissions?

Yes, TPA Stream can manage broker commissions for any benefit type.

Can multiple billing users use Consolidated Invoicing?

Yes, Consolidated Invoicing is designed for both individuals and teams. You and your team can work asynchronously.

What type of benefits do you support?

The consolidated invoicing module can support any type of benefit including CDH, COBRA, benefits (medical, vision, dental), transit/commuter benefits, cafeteria plans and more.

How do I learn more?

Schedule a call with us and let’s get to know your needs.

Why TPA Stream

TPA Stream is a thriving, innovative insurance technology company committed to empowering better benefits by connecting systems, transforming data, and helping TPAs unlock more revenue.

Learn more about TPA Stream here.

Let's Connect