Anthony R. O’Donnell // April 14, 2025 
(Image source: Ascend website.)
Ascend (San Francisco) has launched Smart Inbox, an AI-powered tool that automates the processing of financial and policy documents commonly handled by insurance agencies. The product is designed to support both agency bill and direct bill workflows, with use cases spanning invoicing and commission reconciliation.
Andrew Wynn, Co-Founder and CEO, Ascend.
“We designed Smart Inbox by working directly with account managers and finance teams to understand what slows them down,” says Andrew Wynn, co-CEO, Ascend. “This tool brings together