Feezily:

The new leader in

Easy financial advice

revenue management

Feezily combines powerful, advanced fintech with legendary ease of use to provide highly productive, easy to learn revenue management.

Feezily is amazingly cost competitive for small, medium and large licensees and its flexible options mean you only pay for what you need.

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Features

Automate revenue processing, save costs and reduce human error.

Whether you are a newly self licensed small practice battling with manual extraction of data from a variety of provider revenue statements or a large, established dealer group, Feezily has the right package to suit your needs and save you time and lots of money.

Drag and drop for automatic statement processing

Simply 'Drag and drop' provider revenue statements to Feezily and watch in amazement as it automatically extracts the revenue data in just a few seconds!

Extracted revenue data is then consolidated, by period, into in Feezily's internal database ready to produce reports for internal use or export the data to accounting, compliance or data warehousing systems.

Supports 70+ supplier revenue statement formats

Right out of the box we support more than 70+ different provider 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.

No more manual editing in Excel ... ever!

Using Excel to manually extract revenue data from a myriad of different provider files or to satisfy the needs of a particular revenue processing system is so 2010!

We're now in the roaring 2020s and it's time to move on.

Just drag any raw, unchanged revenue file you obtained from a provider to Feezily and let it do the rest!

No schema management ... ever!

Forget the complex schema management requirements of some revenue management systems.

Leave the responsibility of mapping data from the ever evolving provider revenue formats to the Feezily data transformation experts!

At Feezily we look after all of this complexity for you - you just drag and drop the supplier statements and Feezily does the rest in just a few seconds.

Flexible Revenue Statement Periods

Organize statement processing batches in monthly, twice monthly, fortnightly or weekly periods

Feezily works with your current processing scheduling for a seamless integration with your existing workflows and accounting systems.

Feezily Professional Package adds reconciliation, invoice management and RCTI generation

This package supports full revenue management, data analysis and reporting as done by large financial advice enterprises but at a price you can easily afford.

Feezily Professional provides:

  • - Reconciliation: auto bank receipt/supplier invoice matching
  • - Adviser RCTI generation
  • - Report of payments to be made to CARs
  • - Automatic 'roll up' of adviser positve balances to the CAR payable accounts
  • - Carry forward of adviser negative balances
  • - Allocated bank receipts report
  • - Unallocated bank receipts/Suspense account report
  • - Automatic emailing of RCTIs to advisers
  • - Performance reports and charting

Advanced AI format detection makes your life easy!

You simply drag your provider revenue statements into Feezily and click 'Upload' and Feezily's advanced AI format detection automatically determines the file format and the provider who produced it and then uses the appropriate anslator that we have pre-configured for that file format to extract the revenue items.

It's not called Feezily for nothing!

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Inbuilt metrics and performance charts

Feezily can integrate with CRMs, data lakes, and accounting systems but in case you want to use it 'standalone' it can produce all the typical performance charts and reports you would expect from a next level revenue management system.

Third party integrations

Seamlessly submit consolidated data to integration partners like:

  • Xeppo
  • advice.intelligence.
  • iComply2
  • Fin365
  • Any other third party inluding in house processing via our customizable reports.

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Trusted by financial advice practices across Australia

Ask for an obligation free demo to find out why Feezily is taking the Australian revenue management landscape by storm.

100%

satisfaction

400K+

Revenue items processed

$0+

In transaction value

pricing

Pricing Plan

Feezily has a package that suits your practice. Only pay for what you need. Note: All prices quoted are exclusive of GST

Foundation package

The core foundation of Feezily without all the bells and whistles. The most cost competive option for small or newly licensed practices just starting out.

$50/mo

regardless of the number of advisers as long as total number of revenue items processed per month is less than 400

What's Included

  • Our legendary automatic statement processing.
  • Standard reports.
  • Standard charts.
  • Export provider invoices to Xero etc.,
  • Manual reconciliation
  • Process up to 400 revenue items/month

Standard package

Same as feezily foundation but applies when your total number of revenue transactions reach > 400 per month. Cost effective for established practices.

$50/adviser/mo

A great option for established practices. Contact us for volume discounts that apply for practices with > 20 advisers.

What's Included

  • Our legendary automatic statement processing.
  • Standard reports.
  • Standard charts.
  • Export provider invoices to Xero etc.,
  • Manual reconciliation available
  • Ability to process more than 400 revenue items/month

Advanced package

Everything in standard package plus:
Integration with third party solutions.
Customized data export for integration with your internal systems

$275/mo

For up to 5 advisers. $50/mo for each extra adviser above 5 advisers. Cost effective, integrated revenue processing.

What's Included

  • Everything in standard package PLUS:
  • Integrates with third party CRMs, data lakes, compliance systems like: Xeppo, iComply2, advice.intelligence, etc.,.
  • Consolidated reports customized to integrate with your internal processing needs.

Professional Package

Do full revenue management like the large financial advice enterprises for a fraction of the cost!

$300/mo for up to 3 advisers*

*Price per adviser drops as number of advisers increases. For example, only $585/month for 10 advisers. Contact us for a quote for your practice.
We also offer volume discounts for revenue processing service providers!

Adds these to Advanced Package

  • Reconciliation with auto bank receipt/supplier invoice matching.
  • Automatic generation of detailed CAR and Adviser RCTIs (Recipient Created Tax Invoice)
  • Poweful and flexible CAR and adviser licensee charges calculators - charges can be fixed or % based and incurred 'per period' or on specified 'day of month'
  • Payment files with CAR payable amounts
  • Automatic 'roll up' of positive adviser balances
  • Automatic carry forward of negative adviser balances
  • Easily manage unallocated bank receipts via suspense account.
  • Report bank receipt allocations
  • Automatic emailing of RCTIs to advisers
  • Performance reports and charting
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What our customers say

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"I just wanted to share a quick note and let you know that you guys do a really great job. I have always found Feezily is easy to use and your team provide an excellent service. The customized consolidated report you created for us is super useful, thank you!
Also, thanks again for being so responsive and helping out when we need it!"

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Heidi Lui Accountant, Revenue Processing - Empower Wealth

Boost your productivity at a price so affordable that it may surprise you!

Many licensees are pleasantly surprised to discover that they can automate and streamline their revenue processing for price considerabley less than they expect. Then they are swept away by Feezily's modern, well designed, high usability, intuitive user interface and its comprehensive feature set.