Financial operations,
on autopilot.

Revenue and payout platform purpose-built for the insurance ecosystem.
Streamline direct bill reconciliation, commission payables, and reporting. Unlock efficiency and growth.

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360 Commission Operations

Fintary helps you optimize revenue and strengthen producer base. We combine AI powered data extraction, reconciliation, and end-to-end workflow automation.

We compliment your finance team and supercharge your cash flow by working with the tools you have (i.e. AMS, CRM, and ERP systems).

Revenue Reconciliation

  • Automatically extract, map, and categorize data from carrier feeds and statements.
  • Simplified direct bill reconciliation that helps finance team identify revenue gaps and data discrepancies.
  • Two-way data syncing with AMS and CRM systems.

Robust Payout

  • Design and manage flexible incentive programs to unblock your producer base.
  • Implement robust and fast payout with employees, agents, and partners.
  • Dynamic producer level reporting and analytics.
  • Individual payee access with policy level visibility.

Unparalleled Intelligence

  • Uncover cash flow gaps, producer insights, and business opportunities.
  • Track churn, persistence, profitability at your fintertips.
  • Forecast revenue so that you can plan better and grow faster.

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.

Fintary is Trusted
by Finance & Ops Teams

"... 34% increase in our gross profit margin within just 60 days."

"...our company's book value triped overnight."‍

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Charles N.

Forthright Insurance

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"...very advanced reporting functions that track metrics and KPIs with 10x the value."

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Jon L.

Alevo Financial & Insurance Agency

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"... we made the switch and have decreased back to 2 people handling comissions."

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Kari C.

Hitchings Insurance Agency

Fintary is Trusted
by Finance & Ops Teams

Forthright Capital Partners

"... 34% increase in our gross profit margin within just 60 days."

"...our company's book value triped overnight."‍

‍

Charles N.

Forthright Insurance

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Alevo

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"...very advanced reporting functions that track metrics and KPIs with 10x the value."

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John L.

Alevo Financial & Insurance Agency

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Hitchings

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"... we made the switch and have decreased back to 2 people handling comissions."

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Kari C.

Hitchings Insurance Agency

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.

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”
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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
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