- What it does: Fintary sells commission and revenue operations software to life and annuity, health and P&C brokerages and to carriers. It ingests carrier statements as PDF, Excel, CSV or images, compares estimated, received and paid-out amounts, tracks chargebacks and retroactive adjustments, and sends anything that fails validation to a review queue. It also calculates hierarchies, splits, overrides and bonuses for producer payouts and offers a white-label producer portal. Its P&C page names Applied Epic, AMS360, HawkSoft, NowCerts and EZLynx; its health page names Salesforce, AgencyBloc, BenefitPoint and SmartOffice.
- Best for: Brokerages, especially life, health and benefits, that need statement reconciliation and producer commission payouts in one system.
- Not a fit for: Buyers who need published pricing or a stated SOC 2 report before a first call.
- Pricing: Not published
Documents and data it handles
- Carrier commission statements (PDF, Excel, CSV, image)
Key capabilities
- Carrier statement ingestion in PDF, Excel, CSV and image formats
- Automated reconciliation of estimated, received and paid-out amounts
- Chargeback and retroactive adjustment tracking
- Review queue for items that fail validation
- Producer hierarchies, splits, overrides and bonuses
- White-label producer portal
- Handles the producer side (splits, overrides, payouts) as well as carrier reconciliation
- Longest AMS and CRM integration list of the standalone tools here, including HawkSoft and NowCerts
- Covers life, health and P&C
- No security or SOC 2 information on the pages reviewed
- Pricing is not published
- Headquarters not stated on its site
Pricing
Fintary says to get a custom quote on a discovery call.
Where it fits
- A benefits brokerage reconciling carrier statements and paying producers
- A P&C agency on HawkSoft or NowCerts that wants statement reconciliation outside its AMS
- Tracking chargebacks and retroactive adjustments
Our assessment
Worth a demo when producer payouts are as much of the problem as carrier statements, and when your AMS is one the bigger reconciliation tools don't list.
How does Fintary compare with alternatives?
Closest alternatives: Applied Recon, Ascend, Comulate. All Fintary alternatives side by side →
Common questions
How much does Fintary cost?
Fintary does not publish pricing; it is quoted by sales. Fintary says to get a custom quote on a discovery call.
Who is Fintary best for?
Brokerages, especially life, health and benefits, that need statement reconciliation and producer commission payouts in one system. It is a weaker fit for buyers who need published pricing or a stated SOC 2 report before a first call.
What are the best Fintary alternatives?
The closest alternatives to Fintary we track are Applied Recon, Ascend and Comulate. See our Fintary alternatives page for a side-by-side.