Financi vs Bafi: a fair comparison for insurance agencies
Financi and Bafi are both systems for insurance agencies, but built differently. According to Bafi's site, it offers separate modules (office management, Ulead, an online clearing house, forms with signing, a motor-insurance simulator and more) and a price list per module, while Financi presents six modules on one client card in the browser, including a shared WhatsApp inbox, an AI team and operations (Ops). The table lays it out, with a link to the source.
At a glance: Financi vs Bafi
Every claim about Bafi in the table comes from its public site (links at the end of the page). “Not mentioned” is not a claim that the capability does not exist.
| Financi | Bafi | |
|---|---|---|
| What it is | A CRM for insurance and pension agencies, by Shavve. Six modules on one client card. | An insurance-industry platform from B-COM (Haifa) that calls itself “the technology home of the insurance sector”, with separate modules. |
| Pension clearing house | Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card. | An “On-Line clearing house” module (with its own page on the site). |
| Har HaBituach | Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card. | Not mentioned on the main page. |
| WhatsApp for the team | A shared team inbox: campaigns, chat assignment, document requests and analytics, tied to the lead and the card. | A shared WhatsApp inbox: not mentioned on the main page. It has multichannel contact systems and online SMS. |
| Forms and signing | The client fills in and signs from a phone with no login and no app. A signed, sealed PDF returns (AWS KMS seal and a 7-year WORM ledger). | A DOX module: online forms with electronic signature. |
| AI | An AI team (Asi, Keren and Rafi) inside the CRM. A human approves every field the AI writes, and the AI does not write numbers. | Not mentioned on the main page. |
| Mobile app | The system works in the browser. A dedicated mobile app is not mentioned on Financi's site. | Yes, apps (office management and Bafi Plus) on the App Store and Google Play, according to its site. |
| API and integrations | PBX, WhatsApp, and ChatGPT and Claude through MCP with an OAuth sign-in. | An open API where the customer creates their own access details, and an Outlook add-in, according to its site. |
| Pricing | Published on its site. | Published on its site per module, excluding VAT, and subject to change (per the page). |
| Security and privacy | A data processing addendum (DPA) is published on the site. CRM and Ops on one database, role-based permissions. | Its site shows ISO 9001 and ISO 27001 logos. |
How Financi is different
- Six modules on one client card: CRM and processes, WhatsApp, forms and signing, clearing house and Har HaBituach, operations (Ops), recordings and transcription.
- A shared WhatsApp inbox with chat assignment, campaigns and document requests, tied to the lead and the card.
- Forms and signing from a phone with no login and no app, with a signed, sealed PDF and a 7-year WORM ledger.
- An AI team with human approval: a person approves every field the AI writes, and the AI does not write numbers.
- CRM and Ops on one database, with no syncing between systems.
What Bafi presents about itself
From Bafi's own site, as read on 25 October 2026:
- Office management, Ulead and a motor-insurance simulator, as separate products (per the product list on its site).
- An online clearing house and forms with signing (DOX), per the product pages.
- Online SMS, online fax and online backup (per the product list).
- Mobile apps, and a desktop installer (Bafi_setup.exe) offered on the site.
When Bafi may suit you better
- If you prefer to buy separate modules and see a published price before approaching a vendor.
- If you need a motor-insurance simulator, which it offers as a product.
- If you are used to software installed on a computer and not only in the browser, as its site offers.
What to ask every vendor in a demo
- Which modules do we need, and what do they all cost together for the first year?
- Is Har HaBituach connected, and how does clearing-house data reach the client card?
- How is a team's WhatsApp managed, and where are conversations stored?
About this comparison
We are Financi, and Bafi is a competing system, so we wrote this comparison under strict rules: every claim about Bafi comes only from its public site, with a link, and whatever we could not find written there is marked “not mentioned”. That is not a statement that the capability does not exist, only that we did not see it published. The information was read on 25 October 2026 and may change. Found an inaccuracy? Write to support@financi.co.il and we will fix it.
Frequently asked questions
What is the main difference between Financi and Bafi?
According to their sites, Bafi offers separate modules with a price list per module, and Financi presents one system in the browser with six modules on one client card, including a shared WhatsApp inbox, an AI team and operations.
Are Bafi's prices published?
Yes, according to its site, per module and excluding VAT, and they may change. We do not quote them here so as not to show an outdated price; see the price list on its site.
Does Bafi include digital signing?
According to its site there is a DOX module for online forms with electronic signature.
Can I move from Bafi to Financi?
We do not promise an automatic import without seeing your data. In a demo we will check what can be moved and in what format.
Financi's modules
- CRM & processesLeads, customers, policies, processes and tasks, with commissions, calendar and role-based permissions.
- WhatsAppA shared inbox for the team: campaigns, chat assignment, document requests and analytics.
- Forms & e-signingThe customer fills in and signs with a finger from a phone, no login, and a signed, sealed PDF comes back.
- Clearing house & Har HaBituachOrder and pull the customer's pension and insurance data, unified in one card.
Related free tools
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Sources
The links go to the vendors' public sites, as read on the date shown.
Want to see this on a real agency process?
Book a demo and we will walk through a flow from lead to signature, including what Financi does not do.
Financi is by Shavve.
