Complete Financial Control
for Your Brokerage.
Track every dollar — from quote to payment. InsureQ AI Studio Finance Suite integrates Stripe, FirstFunding, and multiple payment methods into one reconciled ledger, giving you real-time visibility into revenue, pending amounts, and payment performance.
Know Exactly What's Paid,
Pending, and Outstanding.
The Finance Dashboard surfaces your total revenue, paid invoices, pending amounts, and average invoice value — updated in real time as policies are bound and payments processed.
- Total revenue with paid vs. pending split
- Average invoice value tracking
- Monthly revenue trend with comparison
- Exportable financial reports
Accept Any Payment.
Track Every Transaction.
Stripe, FirstFunding premium financing, cheque, e-transfer, and more — all tracked in one place. See exactly which payment methods your clients prefer and how each performs.
- Stripe embedded checkout (58% of payments)
- FirstFunding premium financing (18%)
- Cheque, e-transfer, and bank payments
- Per-method success rate and failure analysis
Automatic Reconciliation.
Zero Manual Matching.
InsureQ AI Studio connects directly to your Stripe account and automatically reconciles every transaction against your policy ledger. Matched, unmatched, and pending items surface immediately — no manual spreadsheet work.
- Automatic Stripe Connect sync
- Real-time reconciliation status per transaction
- Unmatched payments flagged for review
- Full audit trail for compliance
See Finance Suite in Action.
Book a live demo and we'll walk through your brokerage's financial data — showing exactly how the Finance Suite tracks revenue, reconciles Stripe, and surfaces pending amounts.