Automate Commission Calculations for Financial Services
Stop wasting time on manual commission calculations. Our Harvard-educated automation experts build custom commission calculations workflows specifically for Australian financial services businesses, saving you 8+ hours/week.
The Problem
Manual commission calculations creates these challenges for financial services businesses.
Manual commission calculations wastes hours every week that your team could spend on higher-value work
Regulatory reporting takes days of manual data compilation
Errors in commission calculations create downstream problems across your financial services operations
Audit trail requirements make every process slower and more complex
Automated Workflow
Here is how we automate your commission calculations end to end.
Deal Data Pull
Extract closed-won deal data including value, products, and assigned rep.
- ✓ Tool: HubSpot
- ✓ Action: Pull deal data
Rule Application
Apply commission rules including base rate, tiered rates, and bonus thresholds.
- ✓ Tool: Google Sheets
- ✓ Action: Apply rules
Split Calculations
Handle commission splits for deals involving multiple reps or referral partners.
- ✓ Tool: Google Sheets
- ✓ Action: Calculate splits
Statement Generation
Create individual commission statements showing each deal and commission earned.
- ✓ Tool: Google Sheets
- ✓ Action: Generate statements
Approval & Payment
Route commission totals for manager approval and sync to payroll for payment.
- ✓ Tool: Xero
- ✓ Action: Process payment
Tools Involved
We connect these tools into a seamless automated workflow.
Benefits
What you gain when you automate commission calculations.
Commission Calculations Automation Built for You
Unlike off-the-shelf tools, we build commission calculations automation tailored to how your financial services business actually operates. No workarounds or compromises.
Save 8+ hours/week on Commission Calculations
Eliminate manual steps in your financial services commission calculations workflow. Your team gets back hours every week to focus on growth and customer service.
Free Your Team from Repetitive Commission Calculations
Nobody joined your team to do manual commission calculations. Automation handles the repetitive work so your people can focus on strategy, creativity, and client relationships.
Commission Calculations That Meets Compliance Standards
Every step in your financial services commission calculations automation is logged, timestamped, and traceable. Meet audit and regulatory requirements without extra effort.
Compliance & Regulations
Built with ASIC regulatory requirements, AML/CTF compliance, and Australian Financial Services Licence (AFSL) obligations in mind. Includes audit trails meeting APRA prudential standards.
Commission Calculations for Financial Services Automation FAQ
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