Solutions by industry · Finance and insurance
SmartFinance: financial services with processes that comply and scale
What SmartFinance means
SmartFinance brings SmartBusiness to lenders, insurance agencies, credit unions and fintechs: onboarding, files, claims and collections with clear rules, human approval wherever there's risk and a record of every decision.
What holds finance and insurance back today
Files assembled by hand
Documents arrive by email and chat, validated and filed one person at a time.
Collections and claims without follow-up
Overdue installments and open claims depend on someone remembering.
Compliance that consumes the team
Regulatory reports and audits rebuilt from spreadsheets.
How the four paths apply to finance and insurance
Odoo ERP
Accounting, receivables, subscriptions and recurring billing, CRM and customer portal, with audit trails and role-based access.
Learn more →Process automation
Onboarding and document validation, installment reminders, payment reconciliation, scheduled regulatory reports.
Learn more →AI agents
An agent receives applications, validates documents, builds the file and follows up on claims and collections, with human approval on every risk decision.
Learn more →Digital transformation
Stages: system of record and receivables → automated onboarding and collections → service agents → risk intelligence.
Learn more →What SmartFinance looks like in operation
- Complete files in hours, not weeks.
- Collections and claims with automatic, traceable follow-up.
- Regulatory reports ready without a manual close.
Free diagnosis for finance and insurance
Tell us which process eats most of your time and a consultant with experience in your sector will reach out within one business day.