Organize and grow your book of business

Commission receivable and payout automation purpose built for insurance. An end-to-end financial operating system that unlocks growth.

Why Fintary?

Save time

Save tens of hours per month from manual tracking, reconciliation, and follow ups.

Drive growth

Robust commissions operations is key to growing producers and partners

Accelerate cash

Monitor your cash KPIs so you can better plan and make the right business decisions.

What you get with Fintary

Track Commission and Fee Revenue

Automatically capture and reconcile commission to make sure you receive the right payment at the right time

Minimize time and energy spent manually entering and reconciling commissions

Smart uploads and seamless integrations with AMS and CRM systems

Robust Payouts

Implement robust payouts with employees, producers, partners

Centralized system of records with individual access for payees to minimize back-and-forth inquiries

Customized payment flow with approval, hierarchy, and more

Real Time Insights and Forecasting

Get real time insights into commission level changes, revenue gaps, etc.

Cash forecasting for business planning and major business milestones

Automated follow ups with carriers and customers

Secure and Grow Your Business

Put your financial operations on autopilot.
No more manual data entry, costly custom software, delayed payments.
We take care of that so you can focus on growing your business.

Automate Financial Operations

Sync data from all sources
Revenue recognition
Commission verifications & payments
Flag inconsistencies

Centralize Business Management

CRM integration
Workflow/business process automation
Collaborate with your team
Manage policies, commission terms, client relationships

Maximize Your Business

Grow your business with data driven insights and wholistic views of every part of your business
Identify opportunities for growth
Revenue forecasting
Business intelligence
Financial and operational insights