Features & Quick Stats
Key Features
- End-to-End Commission Operations
- Revenue Reconciliation with Automated Data Ingestion & Workflows
- Robust Payout Programs, Reporting & Analytics
- Intelligent Reporting on Cash Flow Gaps, Producer Insights, & Business Opportunities
How Fintary Helps Independent Agents & Brokers
Fintary puts insurance commission operations on autopilot. Founded by industry agency owners, we are an AI powered end-to-end financial reconciliation, payout, and reporting platform purpose-built for brokerages. We enable our customers to streamline revenue management, payables, and business insights, virtually eliminating errors and unlocking efficiency and growth.
Integrations
Vertafore, Applied Systems, Salesforce, NowCerts, Nexsure
AI Capabilities
We use AI to save time and reduce manual work for direct bill processing, reconciliation, data validation, etc.
Partnerships
Preferred financial software partner with Advantage Insurance Network