Fintary

aid: fintary
name: Fintary
description: Fintary is an AI-powered commission management and revenue operations platform for insurance distribution — serving
  brokerages, carriers, and wealth firms. It automates compensation calculation and reporting across complex hierarchies,
  splits, overrides, and bonuses; reconciles carrier statement data; monitors chargebacks; surfaces real-time revenue and
  profitability analytics; and provides a white-label producer portal for 24/7 commission visibility. Fintary integrates with
  agency and distribution systems such as Applied Epic, Agency Integrator, SmartOffice, OneHQ, and BenefitPoint. Fintary publishes
  two OpenAPI 3.0.0 contracts on its own API host at api.fintary.com — a customer-facing Open API (agents, commissions, payouts,
  policies, analytics datasets/reports/widgets, document upload) and an AMS API (policies, customers, agents, contracts, hierarchy,
  tasks, document repository, page-config registry) — plus SSO integration guides for external identity providers. This profile
  is maintained in the API Evangelist network.
accessModel:
  pricing: unknown
  onboarding: approval
  trial: false
  try_now: false
  public: false
  label: Contact sales / customer tenant
  confidence: medium
  source:
  - authentication
  - documentation
  generated: '2026-08-14'
  method: derived
image: https://cdn.prod.website-files.com/6891283959a9d392e4db12c1/68d598f0c0abbe7967241ea6_fintary-webclip.png
url: https://raw.githubusercontent.com/api-evangelist/fintary/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- sierra-ventures
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.21'
created: '2026-07-17'
modified: '2026-08-14'
tags:
- Company
- Fintech
- Insurance
- Insurtech
- Commissions
- Revenue Operations
- Analytics
- Agency Management
- Policy Management
- Payouts
- Reconciliation
- OpenAPI
apis:
- name: Fintary Open API
  description: Customer-facing REST API over Fintary's commission and distribution data — list, create and update agents;
    assign and remove uplines; read an agent's commissions, payouts, policies and dashboard snapshot; query published analytics
    reports, datasets and dashboard widgets; pull commission report data; and upload or convert documents. Authenticated with
    an `x-api-key` header API key or an HTTP bearer token. Twenty-one operations under the `/openapi/` path prefix on api.fintary.com.
  humanURL: https://api.fintary.com/openapi-doc
  baseURL: https://api.fintary.com
  tags:
  - Commissions
  - Payouts
  - Analytics
  - Insurance
  - Agency Management
  properties:
  - type: OpenAPI
    url: openapi/fintary-open-api-openapi.yml
  - type: APIReference
    url: https://api.fintary.com/openapi-doc
  - type: Documentation
    url: https://api.fintary.com/documentation
  - type: Overlay
    url: overlays/fintary-open-api-overlay.yaml
- name: Fintary AMS API
  description: Agency Management System REST API covering the policy, customer and agent record core — policy detail, status
    changes, teams, tasks, commission breakdown and the two-phase document repository upload; customer CRUD, summaries and
    bulk update; agent CRUD, contracts, hierarchy and full upline/downline tree; task management and escalation; custom-field
    and status configuration; and a page-config/capabilities registry that publishes bindable fields, widget vocabulary and
    an endpoint allowlist for AI and wire clients. Sixty operations under `/api/ams/` on api.fintary.com, authenticated with
    an HTTP bearer token.
  humanURL: https://api.fintary.com/api-doc
  baseURL: https://api.fintary.com
  tags:
  - Policy Management
  - Agency Management
  - Insurance
  - Commissions
  properties:
  - type: OpenAPI
    url: openapi/fintary-ams-api-openapi.yml
  - type: APIReference
    url: https://api.fintary.com/api-doc
  - type: Documentation
    url: https://api.fintary.com/documentation
  - type: Overlay
    url: overlays/fintary-ams-api-overlay.yaml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://fintary.com/
- type: PrivacyPolicy
  url: https://www.fintary.com/privacy-policy
- type: TermsOfService
  url: https://www.fintary.com/terms-of-service
- type: Support
  url: https://www.fintary.com/contact-us
- type: Blog
  url: https://fintary.com/resources
- type: Documentation
  url: https://api.fintary.com/documentation
- type: APIReference
  url: https://api.fintary.com/openapi-doc
- type: Login
  url: https://app.fintary.com
- type: StatusPage
  url: https://fintary.instatus.com/
- type: Compliance
  url: https://www.fintary.com/carriers
- type: DomainSecurity
  url: security/fintary-domain-security.yml
- type: Authentication
  url: authentication/fintary-authentication.yml
- type: Conventions
  url: conventions/fintary-conventions.yml
- type: ErrorCatalog
  url: errors/fintary-problem-types.yml
- type: DataModel
  url: data-model/fintary-data-model.yml
- type: Lifecycle
  url: lifecycle/fintary-lifecycle.yml
- type: Conformance
  url: conformance/fintary-conformance.yml
- type: Packages
  url: packages/fintary-packages.yml
- type: MCPServer
  url: mcp/fintary-mcp.yml
- type: LLMsTxt
  url: llms/fintary-llms.txt
- type: AgentSkill
  url: skills/_index.yml
- type: AgenticAccess
  url: agentic-access/fintary-agentic-access.yml
- type: Plans
  url: plans/fintary-plans-pricing.yml
- type: RateLimits
  url: rate-limits/fintary-rate-limits.yml
x-enrichment:
  date: '2026-08-14'
  status: enriched
  artifacts_added: 24
  pass: local-v1
  note: Contract discovery beat a prior "no API" finding. Two OpenAPI 3.0.0 documents (81 operations) are published on Fintary's
    own API host, embedded in the __NEXT_DATA__ of api.fintary.com/openapi-doc and /api-doc, which is why every conventional
    /openapi.json probe returns 404. Both were confirmed live (401 on real routes, 404 on a control path).