Overview of revenue processing in Feezily

This demonstrates how easy it is to upload your revenue statement files into Feezily and then send the processed revenue data on to any of our integration partner products: Xeppo, advice.intelligence., Fin365 and iComply2 so that it can be used by the compliance, workflow and reporting features within those partner products.

Of course, you also have the option of importing the processed data into your own in house manual or automated data processing solutions.


 

Feezily 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.
 

"Parassist" optional add on service

The base Feezily pricing is all you need to pay if you have a paraplanner or other operations staff available to extract provider revenue files from providers (via email or downloading from the provider's website) and then upload them to Feezily. Feezily will perform automatic processing on those files after uploading.

If, however, you don't have a paraplanner or other admin staff available to perform the revenue statement extraction from providers then our "parassist" service can provide a "hands free" option to revenue processing where our staff perform the extraction and uploading process for you.

This service is offered as an optional add on, if required, for an additional $395/month.

 

Have a question?

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

Check our competitive pricing here

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Watch our introductory videos below:


 

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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.

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