# Phinsys

> Finance automation software for \(re\)insurers \-\- from regulatory reporting to management accounts\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Compliance & Regulatory |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | London, United Kingdom |
| Founded | 2010 |
| Stage | Established |
| Employees | 11-50 |
| Funding | PE-Backed |

## Overview

Phinsys is a finance and accounting automation platform for global (re)insurers, serving carriers, managing agents, and specialty insurers operating across UK, European, US, Bermuda, and Lloyd's markets. Founded in 2010 and headquartered in London, the company focuses on automating financial close, regulatory reporting, and management accounting for organizations managing multi-accounting standard environments including IFRS 17, Solvency II, UK/US GAAP, and Lloyd's underwriting rules.

The platform is delivered as a SaaS suite of five integrated modules covering data warehousing, rules-based calculations, accounting automation, regulatory compliance, and management reporting. The architecture supports automated financial close processing, real-time reconciliation, iXBRL regulatory tagging, and drill-through reporting dashboards, enabling finance and actuarial teams to operate across multiple accounting standards simultaneously.

Phinsys serves a client base of London market and specialty (re)insurers including AEGIS London, Apollo Group, Hamilton Insurance Group, Markel, Conduit Re, and Ascot Underwriting. The company was named in the 2024 InsurTech100 list by FinTech Global and holds SOC 2 Type 1 certification.

## Products & services

### Tandem

Data warehouse and financial close management solution for (re)insurers. Supports regulatory, statutory, and management accounts with automated close processing and real-time reconciliation.

**Key features:**

- Automated financial close workflows
- Real\-time account reconciliation
- Multi\-accounting standard data storage
- Supports IFRS 17, Solvency II, UK/US GAAP, and Lloyd's

*Target users:* Finance and accounting teams at \(re\)insurers and managing agents

### Rapport

Rules-based calculations and allocations engine for finance and actuarial reporting. Handles complex multi-standard allocation requirements across regulatory and management accounts.

**Key features:**

- Configurable rules engine for financial allocations
- Support for multi\-accounting standard environments
- Finance and actuarial reporting output
- Integration with general ledger and actuarial systems

*Target users:* Finance and actuarial teams

### Postbox

Accounting rules and general ledger integration platform. Standardizes accounting rule application across insurance operations and feeds downstream GL systems.

**Key features:**

- Accounting rules configuration and management
- GL system integration and mapping
- Standardized posting rules across entities
- Automated journal generation

*Target users:* Finance and accounting teams

### Comply

Regulatory reporting and reconciliations system. Supports iXBRL tagging and compliance with evolving regulatory frameworks.

**Key features:**

- iXBRL regulatory tagging and submission
- Solvency II and IFRS 17 compliance reporting
- Regulatory reconciliations and variance analysis
- Automated report generation

*Target users:* Finance and compliance teams

### Inform

Management reporting and data visualization dashboard. Provides drill-through functionality and real-time financial insights for leadership and finance teams.

**Key features:**

- Drill\-through management reporting
- Real\-time financial dashboards
- Customizable reporting views
- Integration with Tandem data warehouse

*Target users:* Finance leadership and management teams

## Category & focus

- Subcategories: Financial Close Automation, Regulatory Reporting, Management Accounting, Data Warehousing
- Insurance verticals: Specialty/E&S, Reinsurance, P&C Commercial
- Target customers: Carriers, Reinsurers, MGAs/MGUs

## Notable customers

- AEGIS London
- Apollo Group
- Hamilton Insurance Group
- Markel
- Ascot Underwriting
- Conduit Re
- Premia Managing Agency
- Pillar Capital
- Ambac
- Signal Mutual
- Inigo
- Pinion Insurance
- Mereo Insurance

## Links

- Website: <https://www.phinsys.com/>
- Directory profile: <https://insurtechlist.com/companies/phinsys/>
- News: <https://www.phinsys.com/news>
- Linkedin: <https://www.linkedin.com/company/phinsys>

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*Last updated: 2026\-06\-08*