• Financial advice revenue processing

    can be very expensive and inhouse solutions can be expensive, laborious and error prone.

  • What if there was a robust, reliable, automated

    yet cost effective solution for small and medium AFSLs and fintech advice solution providers?

  • Well, now there is:

    Do Revenue, Fee and Reconciliation processing easily with Feezily and export provider and adviser RCTIs to Xero, CRMs and Client platforms.

  • Process revenue files the easy, cost effective way

    Choose from our Free, Small, Standard or Advanced practice packages. We offer aggressively discounted tiered pricing for fintech solution providers.

  • Do you want to offer revenue file processing in your fintech product?

    You can leverage our revenue statement transformation service
    directly via our JSON API or SFTP integrations.

Features

 

Supports 60+ Provider File Formats

Right out of the box we support importing of more than 60 different file formats. In the rare event that you have a file we don't yet support we can typically add support for it in 1-2 business days at no cost to you.

NEW! Automatic revenue file detection

Feezily developers have used the latest in AI to build an automatic provider file type detector. Previously a user had to specify the provider that produced the uploaded revenue file. This is now no longer necessary - just upload the file and let Feezily work out which provider the file is from! Simple, easy!

Access by intuitive web UI or JSON API

Access is via our intuitive, easy to use web app or, for complete automation, our JSON API: send us a provider file and Feezily translates it into a format customized to your downstream processing needs.
 
 

Revenue Statement Batching

Organize statements within monthly batches.
Export consolidated batch data so that your downstream processes need only handle one file instead of one per imported provider file.

NEW! Payment reconciliation

Feezily's new reconciliation feature allows easy reconciliation of payments against provider RCTIs. Easily confirming that all payments have been received and are of the correct amount.

Customized for your workflow requirements

Feezily extracts data from multiple formats and consolidates that data into a generic form in our object store. We provide a data extraction customized to whatever format you require.
 

Have a question?

Call our Sydney office on 02 9656 1278 or submit your question here

Check our competitive pricing here

Request a new feature here

Try it for free here (no credit card required)

Watch our introductory videos below:


 

Overview of Feezily's simple and intuitive workflow (*IMPORTANT NOTE* - see below)

NOTE: This video shows an earlier release of Feezily in which users first selected the product provider of each revenue statement file before uploading.
Feezily has now has an AI powered "Auto Detection" feature which removes the need for users to select the provider provider of each revenue statement file - simply "Drag and Drop" a file into Feezily and click Upload - Feezily will automatically select the provider based on the file contents and process it, simply and easily - because it's Feezily! Our marketing team are currently working on an updated video which demostrates the ease of use of this new "Auto Select" feature.

This video runs you through the very simple process of setting up Feezily for your financial adviser or mortgage reseller practice or your revenue solution provider business.

 

Get started in 3 minutes!

Start your free trial today!

 
No credit card required!

 

Introducing Feezily for financial advice and mortgage broking practices

Setting up Feezily for your adviser or brokerage practice

Where Feezily fits into your operations

API integration with your Application or Service

Demonstrates the Feezily API which allows 3rd party applications to leverage the revenue file data transformation capabilities of Feezily in their own applications.

Start your free trial today!

 

No credit card required!