Overview
Functional Finance is a one-stop financial operations platform that effortlessly and securely automates back-office operations for MGAs, wholesalers, and insurers. The platform lets you optimize and automate all aspects of money flow, from checkout and financing through payables, refunds, and month end reconciliation. Our SaaS solution seamlessly integrates with your policy admin or accounting system for real-time, accurate data, and offers intuitive solutions for custom payment plans, workflows, partner engagement, and more.
