Joined July 2024 | Last Updated August 2024
Fintary is a revenue and payout platform purpose-built for the insurance ecosystem, helping streamline revenue reconciliation, commission payables, and reporting.
Features & Quick Stats
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.
AI Capabilities: We use AI to save time and reduce manual work for direct bill processing, reconciliation, data validation, etc.
Integrations: Vertafore, Applied Systems, Salesforce, NowCerts, Nexsure
Partnerships: Preferred financial software partner with Advantage Insurance Network
Exclusive Catalyit Deal: Yes
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
Website: fintary.com
Contact: [email protected]
Headquarters: San Francisco, CA
Number of Employees: 15
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
