Automate, streamline, and optimize your billing, payments, and reporting with Functional Finance.
Easy-to-use financial operations platform that works with your book of business to save time, eliminate costly errors, and help you stay competitive.
Improve your cashflow with tailored payment plans, efficient collection workflows, and instant reconciliation.
Fully configurable billing logic to create any payment plan including direct bill, agency bill, pay-as-you-go, mortgage bill, and embedded premium financing.
Own your checkout experience. Offer multiple payment methods and use auto-pay and email reminders to streamline retention and reduce non-pays.
Automatic reconciliation on every invoice and policy, with a built-in credit system for overpayments and return premium.
Replace tedious tasks with fast, accurate workflows and improve your relationships with partners and insureds.
Automate any financial process from premium collection to executing flexible commission and insurer payouts using our rules-based workflow builder.
Automatically generate commission statements from policy events and execute payments using our payout service or your existing system.
Give your distribution partners and markets access to insights and allow them to see what you see, reducing time-consuming service calls and emails.
Eliminate costly errors, manual data entry, and delays. Functional Finance seamlessly syncs with your accounting system for real-time accuracy.
Seamlessly integrate with any policy admin or accounting system using our REST Open APIs.
Post transactions directly to your accounting system for immediate accuracy.
Maintain accurate financial records without manual errors or delays.
We're here for you every step of the way.
Get started quickly and efficiently with our comprehensive onboarding support, ensuring a smooth transition to Functional Finance.
Access a wealth of training materials, tutorials, and resources to help you make the most of Functional Finance.
Benefit from personalized support with a dedicated account manager who understands your business and can help you achieve your goals.
Functional Finance is system-agnostic, seamlessly integrating with any existing tool to enhance your infrastructure without replacing it. From policy admin and agency management to accounting and banking, we ensure your systems work better together.
Prevention and protection every step of the way.
Functional Finance has stringent controls in place to ensure your data is secure, confidential, and private according to the highest industry standards.
Your data is stored and protected with best-in-class servers, ensuring your sensitive information is secured with advanced encryption protocols.
You have complete control over who can see and do what – from data to dashboard, ensuring your information is accessible only to those you trust.
Our team brings decades of knowledge in building secure systems at leading organizations like Microsoft, Google, Amazon, Stripe, and MIT.
