Deal & contract office · Module 3 of 7
Every statement line checked. Including the ones they never paid.
For telecom channel partners and agents, and for brokerages running splits. Residual commissions accrue forever — a rep who closed a circuit in 2019 is still owed on it in 2026 — and statements underpay and misreport constantly. Morthn reconciles every line against what your contract actually entitles you to, then chases the difference until it is paid or written off with a reason.
What this module does
Four capabilities that show up in week one.
01
Finds the line that is not there
An underpaid line is annoying. A line the carrier simply never paid is invisible — you cannot eyeball a row that is not on the page. On residuals, that absence silently persists for years on an account nobody has looked at since it was sold. Reconciling against the expected schedule is the only way to see something that is missing.
02
Reconciles against the contract, not last month
Rate, term, spiff, split, clawback window, evergreen residual — read out of the agreement itself. If a statement pays 8% on an account your contract puts at 12%, that is a flagged variance with the clause attached, not a rounding difference someone waves through at 6pm.
03
Chases the underpayment
This is the part nobody does. Software that calculates commission tells you the number. It does not open a dispute, attach the evidence, and work the partner desk every week until it is corrected. That chase is the entire job — and it is why this is still a person in a spreadsheet.
04
Splits, without the argument
Multi-rep splits, house accounts, overrides and referral shares calculated against your comp plan and shown to each rep with the math visible. Fewer end-of-month conversations about why a number is the number.
How it works
You hand over the agreements and the statements — this month plus whatever history you have. Morthn builds the expected schedule from the contracts (rate, term, split, spiff, clawback, evergreen residual), then reconciles every statement line against it. Three buckets come out: paid correctly, paid wrong, and never paid at all. The third bucket is the one a spreadsheet structurally cannot produce. Variances become dispute threads with the clause and the math attached, and Morthn works the carrier or brokerage partner desk on a weekly cadence until each one resolves. A real person on our side owns the dispute queue.
Integrates with
Compliance + guardrails
Every variance shows its work: the statement line, the contract clause, the expected amount, the difference. Nothing is disputed on a hunch. Morthn does not touch your books — reconciled results are proposed, and you approve before anything posts to QuickBooks or pays out to a rep. Where a statement is too ambiguous to reconcile confidently (a renamed account, a merged circuit, a missing identifier), it is flagged for a human rather than matched by guess. A wrong match creates a dispute you will lose, and it costs you credibility with the partner desk you need next month.
Tier availability
Operator tier and up (4-module minimum)
FAQ
Common questions about Commission Reconciliation.
How far back can you reconcile?
As far back as you have statements. Historical reconciliation is usually where the first real money is: residual lines that dropped off a statement two years ago and were never noticed, because the total still looked roughly right.
Our carrier statements are a mess of different formats.
Expected. Ingestion handles CSV, XLSX and PDF statements with a mapping per carrier. Standing up a new carrier format is part of onboarding, not a change order.
Do we have to drop our commission platform?
No. Most commission tools calculate well and chase not at all. Morthn can sit on top of your existing exports and do the reconciliation and the dispute work, or run the whole thing if you would rather stop paying for the tool.
The rest of the deal & contract office
⏳
Deadlines & Obligations
⏰
Renewals & Notice Windows
✎
Proposals & RFPs
🛡
Security Questionnaires
⊘
Bid / No-Bid Qualification
◎
Marketplace Account Health
Module 11 of 15 in the Morthn operating layer · See all 15