FinOps-Accounting & Credit Control
Smarter Insurance Accounting Starts Here with FinOps
All-in-one financial operations platform for trust accounting, reconciliation, payments, and reporting—fully no-code, API-ready, and seamlessly integrated.
Faster Time to Market
Launch and update insurance products in days, not months—with full control over rates, rules, and distribution.
Integration-Ready & Intelligent
Seamlessly integrate with external systems and use AI to automate tasks like document extraction, quote generation, and decision support.
All-in-One Insurance Lifecycle
Manage policies, claims, FinOps, reporting, documents, and compliance in one platform.
Omnichannel Distribution
Distribute through broker portals, D2C websites, mobile apps, embedded APIs, and white-label solutions.
FinOps streamlines receipting, reconciliation, and financial controls across your insurance operations. Automate accounts receivable, payables, debtor management, and trust account reconciliation with built-in settlement workflows. Track commissions, premium allocations, and payments in real time, with full audit trails and seamless integration to platforms like XERO and MYOB. FinOps reduces manual effort, ensures compliance, and delivers complete financial visibility in one powerful module.
Platform Capabilities
01 Automated Receipting & Reconciliation
Auto-match receipts against premiums, claims, and settlements—reducing manual processing and errors.
02 Trust Account Management
Maintain separate trust accounts with full control over allocations, settlements, and compliance.
03 Accounts Receivable & Payable Automation
Streamline invoicing, collections, disbursements, and payment processing with built-in workflows.
04 Debtor & Creditor Management
Track outstanding balances, apply credit controls, and manage aged debtors in real time.
Commission & Fee Tracking
05 Commission & Fee Tracking
Monitor commissions, fees, overrides, and profit shares by insurer, broker, or product.
06 Premium Allocation & Settlements
Automate allocation of premiums and manage settlement batches across multiple providers or intermediaries.
07 Audit Trails & Compliance Reporting
Maintain full financial traceability with real-time audit logs, reconciliation reports, and compliance checks.
08 Integration with Accounting Platform
Sync financial data seamlessly with your accounting platforms for general ledger posting and reporting.
09 Financial Dashboards & Insights
Visualise receivables, payables, cash flow, and trust balances through real-time dashboards and exports.
What Our Customers Say :
“FinOps made our accounting easy from day one—streamlining everything from invoice chasing and payments to insurers and taxes, to ledger management and trust account balancing.”