business reporting for brokers and financial advisors

eliminate the ‘unknowns’ in your business’ finance

finch gives you complete clarity and control over how your brokerage or financial advisory is performing

know where you stand, every day

finance reporting that keeps you in-the-know and one step ahead

we replace time-consuming and inaccurate manual reporting with automated statements and analytics that give you the answers you need to know. make informed decisions about your brokerage, based on real-time data from your finch crm dashboard.

finch enables you to generate customised client reports, cash flow statements, commission reconciliations, automated bordereaux imports, business performance analytics, and more. because knowledge is power, and we put that power back into your hands.

Finance Features

Comprehensive Finance Tools

Manage your finance process efficiently

Take the fuss out of your finances. Don't run your business blind—get access to immediate reporting so you can make decisions quickly and with precision.

Import Commission Bordereaux: Seamlessly import commission bordereaux to streamline financial data entry and ensure accuracy.
Reconcile Commission Statements: Easily reconcile commission statements to maintain up-to-date financial records.
Generate Financial Reports and Cash Flow Forecasts: Produce detailed financial reports and cash flow forecasts to support strategic planning and informed decision-making.
Effortless Reconciliation: Save valuable time by automating commission bordereau reconciliation. Easily identify client payments that were included last month but not this month.

one software that does it all

this is what you get from our crm

Migrate your existing data existing data effortlessly and build a CRM that works for you, while you work on growing

immediate access to insurance bordereaux

import your insurance bordereaux from all multiple insurance companies, without the wait. finch is compatible with all major insurance providers in south africa, for your convenience.

comprehensive commission statements

be informed of your personal and business income with complete commissions statements from finch – historic commissions, current commissions and projected commissions.

automated reconciliation with insurance company statements

conduct your monthly bordereaux reconciliations, effortlessly, from finch. and if you’re still using your own crm, finch finance allows you to import bulk data for your reconciliation.

customised business financial reports

put away your excel spreadsheets for good. save time, avoid inaccuracies and grow your business with sound decision-making, with performance reports generated from your finch crm data.

accurate client reports

in order to serve your customers better, get to know them better. build your own client data reports for a birds-eye view of client portfolios, payment histories, and income per client.

personal support

you’ll have finch on your side as you customise the data that you need to see, in order to scale your brokerage or financial advisory business. just ask us.