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Launch products in weeks with No-Code agility | All Modules in One | AI-Driven Insurance Efficiency.

FinOps

Smarter Financial Operations: Automate Billing, Payments & Reporting

  • End-to-End Automation: Manage receivables, payables, settlements, and reconciliations in one flow.

  • Cash Control: Detect and reallocate unallocated payments with confidence.

  • Debtor Visibility: Track outstanding balances with automated reminders and follow-ups.

  • Real-Time Tracking: Monitor commissions, premiums, and payments with full transparency.

  • Seamless Integrations: Connect easily with leading accounting platforms.

  • Compliance Assured: Stay aligned with regulatory requirements and deliver clear audit trails.

Automated Reconciliation

Match written vs. paid premiums instantly, eliminating errors and manual effort.

Revenue Accuracy

Distribute premiums, commissions, and payments with full transparency and audit trails.

Cash & Debtor Control

Eliminate unallocated cash and gain real-time debtor visibility with automated follow-ups.

Seamless Accounting Integration

Connect with XERO, MYOB, and other systems for streamlined financial management.

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Platform Capabilities

01 Premium Reconciliation

Automate reconciliation of written vs. paid premiums with audit-ready precision.

02 Revenue Distribution

Allocate insurer, MGA, and broker shares accurately and transparently.

03 Unallocated Cash Control

Eliminate unallocated cash by automatically detecting, matching, and reallocating payments.

04 Debtor Visibility & Follow-Up

Real-time debtor tracking with automated reminders and cancellation notices.

05 Trust & General Accounting

Full support for trust and general ledgers to meet compliance requirements.

06 Receipting & Payables

Streamlined receipting and automated management of payables and commissions.

07 Integration with Accounting Systems

Seamless connectivity to XERO, MYOB, and other systems for unified reporting.

08 Financial Dashboards & Reporting

Live dashboards to track premiums, commissions, debtors, and allocations in real time.

09 Compliance & Audit Trails

Built-in financial controls with full audit trails and regulatory-ready reporting.

What Our Customers Say :

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“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.”

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