Australian financial planning & insurance practices
Know exactly where your commission income comes from.
Your licensee, your insurers and your platforms already send you the statements. IncomeSync reads them, files them, and turns them into income by client, by adviser, by supplier and by policy — so you can answer “what are we actually earning, and from whom?” without another night in a spreadsheet.
It installs on your computer. Your data never leaves it.
Includes a 30-day trial. No account, no sign-up, no card.
The problem is not that the data is missing
It arrives every month, in PDFs and spreadsheets, from half a dozen sources, in formats that do not agree with each other. The same client appears as B Smith, Barry Smith and Smith B. One entity is really three. A summary statement and a detailed one cover the same period, and one of them has to win. Nothing reconciles, so the honest answer to “is that revenue stream still running?” is usually a guess.
IncomeSync does the reconciling. It is the same engine that has been running a real Mackay financial planning practice for years, rebuilt as software you can buy.
What you get
From a folder of statements to an income picture
Imports what you already receive
Excel and PDF commission statements, from a folder or a drop‑inbox. Mixed formats, mixed suppliers, mixed periods.
Refuses to double-count
Rigorous deduplication, and when a detailed statement supersedes a summary one for the same period, the detailed one wins. Deliberately, not by accident.
Files every document
Statements are filed into a managed library by financial year and month. Nothing is deleted, nothing is overwritten. Duplicates and unrecognised files are parked, not discarded.
Income by whoever you ask
By client, by client group, by adviser, by supplier, by policy, by product type, upfront against ongoing — and drill into any figure to the statement lines behind it.
Year on year, period on period
Australian financial years by default. Compare this year against last, this quarter against the one before, and see the trend rather than the total.
Tells you what stopped
Income streams that have gone quiet are surfaced as a worklist, and you mark off the ones you already knew about. What is left is the list worth acting on.
Why installed, not cloud
Your client data never reaches us
IncomeSync is installed software. Your database, your statements and your reports sit on your computer, in a folder you choose. There is no account to create, no upload, no vendor-side copy of your book, and no server for us to be breached from.
We are not asking you to take that on trust as a slogan. The Your data page sets out exactly what the software does and does not send, including the one network request it makes and how to turn it off.
How buying works
Try it on your own statements first
- Install it and use it for 30 days Download, install, point it at your statements. The trial is the full program, not a cut-down demo, and it runs on your real data because your real data never leaves your desk.
- Buy a licence when it has earned it One licence covers one computer. It is priced by how many licensed industries you run — financial planning, Elders Insurance, or both.
- We send you a key A licence key is generated for your business and emailed to you. It is verified on your machine with no internet connection and no activation server.
- If a licence ever lapses, you keep your data When a licence expires you are reminded, then new imports stop. Viewing, reporting and exporting keep working. We will not hold a firm's own records hostage.