Overview
AI Commission Reconciliation lets you upload a supplier or host payout statement and automatically match its line items to bookings in Tern — reducing the manual work of commission reconciliation.
Note: This feature is currently in closed beta and will be available to all agency admins shortly.
Before you start
You must be an agency admin to use AI Commission Reconciliation.
You need at least one statement ready to upload — either as an attachment or inline email from a supplier or host, or as a file saved to your device.
Bookings should already be created in Tern for the best auto-match results. Missing details like confirmation numbers, supplier names, or client names will reduce match accuracy. Manage your booking requirements in Agency Financial Settings.
Step 1: Add a statement
You can add a statement two ways. Use whichever fits your workflow.
Option A: From your Tern inbox (requires email integration)
Go to the Emails tab in your topbar.
Click on the supplier or host payout email you want to reconcile.
Click Add Statement. Tern will scan the email — whether the statement is inline or attached — and automatically parse the details.
Review the parsed details and click Save.
If you haven't set up the email integration yet, go to Settings > Email & Scheduling and follow the prompt to connect your inbox.
Option B: From the Statements tab
Go to Commission in your topbar and open the Statements tab.
Click Add Statement and select Choose File.
Review the parsed details and click Save.
Step 2: Review AI reconciliation results
Once you save a statement, Tern's AI reads it and matches each line item to a booking. This may take a moment. Line items will appear in one of three categories.
Reconciled (auto-matched)
These line items had an exact or strong match on confirmation number, supplier, client, and date. No action is required, but you can click any row to review the details — including the amount received parsed directly from the statement.
If a line item has been auto-matched but you believe it's incorrect, click the X on the row to remove it. The line item will move to Needs Review.
Needs Review (partial matches)
These line items matched on some criteria but not all — for example, a booking where the agent left off the client name.
Click Review on the line item.
Check the matched details. If it looks correct, click Confirm Match. The line item will move to Reconciled.
If it's not a match, click Not a Match. Tern will look for other possible matches. If none are found, you can search manually.
Not found (no match)
These line items couldn't be matched to any booking in Tern.
Click Review on the line item.
Search for the booking using confirmation number, supplier, or other details. This is useful if there was a typo or a booking was entered with incomplete information.
If you still can't find a match — for example, because your agent hasn't marked the booking yet — click Add to Unclaimed to move the line item to your unclaimed commissions. You can reconcile it later once the booking exists in Tern.
Step 3: Approve for payout
Once all line items are reconciled, click Approve for Payout. Your agents are now ready to be paid.
Common issues
A line item I expected to auto-match ended up in Needs Review. This usually means a booking is missing one or more key details — confirmation number, supplier, or client. Confirm the match manually if the booking is correct, and ask your agent to fill in the missing information going forward - or configure booking requirements under financial settings.
My statement failed to parse correctly. Contact Tern support. It helps to share the statement file itself and a link to the specific statement in Tern so the team can identify any supplier-specific formatting issues.