Financial operations,
on autopilot.

Revenue and payout platform purpose-built for the insurance ecosystem.
Streamline reconciliation, collection, and reporting. Unlock efficiency and growth.

Request Demo

Collect and pay.
Reduce costs and grow your business

We complement your finance team and work with AMS, CRM, and accounting systems to supercharge your cashflow. Fintary combines AI powered data extraction, reconciliation, and end-to-end workflow automation designed for accelerating operations.

Commission reconciliation

  • Automatically extract line items from carrier and broker statements.
  • Manage, cleanse, and ingest commission data feeds.
  • Simplified review and reconciliation workflows customized for finance teams.
  • Two-way data integrations with AMS and CRM systems.

Robust payout

  • Reconcile agent codes across statements and internal systems.
  • Implement robust and fast payout with employees, agents, and partners.
  • Dynamic producer level reporting and analytics.
  • Individual payee access with policy level visibility.

Revenue optimization

  • Accelerate revenue recovery with streamlined carrier communication.
  • Track churn, commission level changes, revenue gaps.
  • Forecast revenue so that you can plan better and grow faster.

Drive business impact with Fintary


Reduction in manual work


faster monthly close


decrease in cash cycles


increase in visibility across the board 🚀

Connect your data sources

We integrate with major AMS and CRM systems for two-way policy and commission data syncing. Our financial data quality platform does the hard work so that you can have peace of mind.

Why Fintary?

Save time

Say goodbye to manual data entry, line-by-line reconciliation, broken spreadsheets, and repetitive follow ups.

Drive growth

Grow your producer and partner base by enabling flexible and accurate payments.

Accelerate cash

Recover missing revenue and forecast cash with granular level visibility and centralized data.

What people say about us

“Fintary helped us project our business growth so we could stay prepared for the growth ahead of time”

Sergie K.

Insurance Agency Owner

“Fintary pays for itself - it's helped us identify missing commission payments which was money just left on the table”

Bryant C.
Insurance Broker

“Fintary gives me transparency into my cash flow that was not possible before. I'm glad to find this groundbreaking solution”

Jason B.
Insurance business owner

Learn more about how Fintary can level up your business
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
© 2024 Fintary. Privacy Policy

Schedule a demo

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.