EasyPFA

For Allstate agents

Your premium fund account, reconciled in minutes.

Snap your Allstate deposit reports as you go. At month end, snap the statement. EasyPFA matches every line and fills in the report you sign.

Start your 45-day free trialTry it with a sample — no signup

Deposits in seconds · No bank login · $99 your first year

Built for one job: recording and reconciling your premium fund account. That's all EasyPFA does.

Pic. Click. Done.

  1. Sample deposit report dated Oct 14, 2026 with a bank receipt stapled on. A solid black box covers the customer table. Visible: cash $1,210.00, checks $3,650.25, bank deposit $4,860.25, the totals for two state codes, and handwritten location totals.

    Pic

    Record a deposit in seconds. Your Allstate deposit report is read, split if needed, and customer names are blacked out if shown.

  2. October bank statement

    Sample

    • Deposit · Main Street+$2,250.00Oct 14✓ Matched
    • Deposit · Hilltop+$2,610.25Oct 14✓ Matched
    • Sweep · Nevada−$4,549.75Oct 16✓ Matched
    • Sweep · Arizona−$310.50Oct 16✓ Matched

    Difference$0.00

    Everything matched ✓

    Click

    Confirm the deposit. At month end, snap the bank statement. Every deposit and Allstate sweep is matched; anything else is added automatically by the app and confirmed by you.

  3. Sample reconciliation report, page 1, for a made-up agency, Sample Insurance Agency, for September 2026, marked Everything matched: the bank statement's beginning balance, total deposits, total withdrawals and ending balance; the reconciliation, with two deposits in transit and sweeps for Nevada and Arizona not yet on the statement, an adjusted bank balance of $785.00 equal to the expected balance from the records, and a difference of $0.00; and two signatures. Every deposit and sweep, each marked Matched or Outstanding, follows on page 2.Sample signatures: reconciled by Jamie Ortiz and reviewed and approved by Taylor Brooks, both signed in pen and dated 10/14/26.

    Done

    That's it. Each month a one-page reconciliation report is ready to match with your statement and sign.

Samples: every name and number is invented.

Try it with your very own deposit report.

Snap one and watch it read, black out and match. No signup. Nothing is saved.

Try it now

Made for your phone.

Add EasyPFA to your home screen and it opens like an app. No app store needed. How to add it

Deposits

Snap the deposit report. EasyPFA creates the entries.

EasyPFA reads it, blacks out customer details, and fills in each sweep. You confirm it and it's recorded.

  1. EasyPFA's camera on a phone, pointed at a sample deposit report with a bank receipt stapled on.

    Snap the deposit report.

  2. “This looks like a deposit report.” The sample report with its customer table under a solid black box; the totals still show.

    Customer details are blacked out.

  3. The deposit screen: total deposit $4,860.25, Main Street $2,250.00 and Hilltop $2,610.25, the Nevada sweep $4,549.75 and the Arizona sweep $310.50, and “Sweeps match the deposit”.

    Each sweep is filled in from the report.

Month end

Snap the statement. EasyPFA matches it and reconciles in less than a minute.

Each deposit and sweep is matched to its bank line, and anything else is yours to confirm. When the difference is $0.00, you confirm, and the reconciliation report is ready to print, email and sign.

  1. October's sample bank statement on a phone, the account holder's name and address and the account number under solid black boxes; the summary and every line still show.

    Snap the bank statement. Account details are blacked out.

  2. “9 bank lines matched by themselves ✓”: each deposit and sweep on the statement beside the deposit or the Nevada or Arizona sweep it matched.

    Each bank line is matched by itself.

  3. Month end for October 2026: “Everything matched ✓ — ready to sign”. Every bank line has an answer and the difference is $0.00.

    Everything matched, ready to sign.

Real EasyPFA screens for a sample agency: every name and number is invented.

For your whole team

QR = Quick Record.

Anyone at the front desk can record a deposit. No login, no app, no training.

Print your QR code from Settings and keep it in the front of your deposit binder.

A deposit binder with its QR code cover in the front pocket: Deposits for Main Street, Nevada, a big QR code, then 1. Scan, 2. Snap the deposit report and bank receipt, 3. Send.
  1. The page the QR code opens on a phone: Send a deposit, for Main Street in Nevada, with a name typed in. No login.

    ScanThe QR code on your deposit binder.

  2. The phone's camera on a sample deposit report with its bank receipt.

    SnapThe deposit report and its bank receipt.

  3. This looks like a deposit report: the photo with its customer table blacked out, ready to check.

    ConfirmThe numbers EasyPFA read.

  4. Sent. The office will approve it. $4,860.25 on Oct 14, from Main Street and Hilltop, for Nevada and Arizona.

    RecordedIt's in EasyPFA, ready for your OK.

The easier way to reconcile.

One deposit, three ways

  • Spreadsheet
    1. Open the file
    2. Type 8+ fields
    3. Pick each option
    4. Save
    5. Close
  • Accounting software
    1. Open the browser
    2. Log in
    3. Type the deposit and each field
    4. Save
    5. Close
  • EasyPFA
    1. Scan the QR
    2. Snap
    3. Confirm
    4. Done
The easier way to reconcile: Spreadsheet, typed by hand; Accounting software, like quickbooks; EasyPFA, built for your premium fund account.
FeatureSpreadsheetTyped by handAccounting softwareLike QuickBooksEasyPFABuilt for your premium fund account
Matches your bank statementNoPartlyYes
Fills in your reconciliation, ready to signNoPartlyYes
Reads deposit reports from a photoNoNoYes
Staff send deposits without a loginNoNoYes
PriceFree but clunky+Time$38+ a monthAbout 27¢ a day the first year

$38+ a month: QuickBooks Online, 1 user, or $85 for 3 (list prices, Oct 2026).

QuickBooks is a trademark of Intuit Inc. EasyPFA is not affiliated with or endorsed by Intuit.

Safe by design.

How we keep your premium fund account safe
  • Read and record keeping only. Nothing links to any live accounts, ever.
  • Photos only. No bank login required or saved.
  • Choose to save copies of your photos or not.
  • Numbers-only photos are fine, without any customer data.

New subscriber offer · until May 31, 2027

$99 your first year

$149 a year, locked in for life · or $19 a month

45 days free. Usually starts with a card. Cancel before day 45 and pay nothing.

Each extra office is $5 a month or $50 a year; a temporary office is free for its first 3 months.

Start your 45-day free trial

Fair questions.

Is EasyPFA made or approved by Allstate?

EasyPFA is an independent product, not affiliated with or endorsed by Allstate or any other insurer. We are a record-only service.

EasyPFA fills in your monthly reconciliation, ready for you to confirm, print and sign.

Will Allstate accept the report?

EasyPFA is independent, so we can't answer for Allstate. The report is laid out the usual way, ready for you to check, print and sign.

Follow Allstate's rules for your premium fund account.

Is my customers' information safe?

We only use the numbers and dollar figures. If we detect any sensitive customer data, such as names, policy numbers and account numbers, we black it out on your phone or computer before a photo is saved (if you choose to keep photos), and you check every black box first. You can also choose not to store images at all. The original photo is read by our AI provider to pull out the numbers, and EasyPFA never stores it.

EasyPFA keeps only the last four digits of a bank account number, to make sure each statement and receipt is matched to the right account, and anyone can add a two-step code from their phone to their login.

How we keep your premium fund account safe

Does the AI see my customers' names?

If they show in the photo, yes, briefly. To read the numbers, the original photo goes to our AI provider, Anthropic. EasyPFA never stores it: only the copy with your black boxes is kept. You can also snap only the figures on the deposit report, or cover the names yourself.

Anthropic does not train its models on it, and deletes it within 30 days unless it must keep it longer to enforce its usage policy or by law.

How a photo travels

All questions

A better way to reconcile.

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Independent: not affiliated with Allstate or any other insurer.

EasyPFA · Premium Fund Account reconciliation for Allstate agents