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PTE Financial Solutions

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What is PTE Financial?
PTE Financial solutions are insurance-specific applications designed to handle the unique cash, statutory, and GAAP reporting requirements of insurance financial accounting. They are particularly attractive to start-up and small to mid-size insurers because they can be installed quickly and are easy to maintain.

What does PTE Financial do?


PTE Financial technology is a perfect fit for some of the nation’s most
successful insurers. These dependable and widely-used systems are compatible with a wide variety of popular desktop operating systems, network servers, and LAN / WAN environments. Some of the PTE General Ledger’s most attractive features:

  • User-defined Ledgers
  • Flexible Allocations
  • Unlimited Consolidations
  • Suspense Tracking
  • Budgeting
  • Forecasting
  • Views and reports

PTE Accounts Payable system makes it simple to generate claim checks, premium refunds, and agent commissions, as well as traditional vendor payments. The AP system can be integrated with most premium / claims systems to facilitate the speed and accuracy of data transfer. When manual AP data entry is required, your efficiency is enhanced through automated recurring entries, rapid data entry mode, vendor defaults, and online vendor history. More capabilities:

  • Tracks due dates, discounts and late charges
  • Produces checks and EFTs
  • Tracks 1099 data
  • Reconciles checks and EFTs
  • Provides valuable audit control and reporting
  • Calculates use tax automatically
  • Tracks vendors
  • Reports aging of payables

What benefit will PTE Financial systems provide?
Because PTE Financial solutions are designed for insurance accountants, and they are installed and supported by insurance experts, there’s no need to modify a generic system. StoneRiver software professionals understand the terminology and processes that are unique to your reporting requirements, and can advise you on the most efficient ways to meet your financial objectives.

Register today for a live, web-based overview of PTE Financial. Or contact us to request additional information.