Financi vs Roeto: a fair comparison for insurance agencies
Financi and Roeto are both systems for professionals in insurance and pensions. According to Roeto's site it emphasises a holistic client view, an automatic clearing-house connection, periodic client reports and a branded client portal, while Financi presents a shared WhatsApp inbox, forms and signing from a phone, an AI team with human approval, and operations (Ops). The table lays it out, with a link to the source.
At a glance: Financi vs Roeto
Every claim about Roeto 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 | Roeto | |
|---|---|---|
| What it is | A CRM for insurance and pension agencies, by Shavve. Six modules on one client card. | A workspace for financial and insurance professionals. According to its site, from the IBI investment house. |
| Pension clearing house | Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card. | Its site mentions an automatic pension clearing-house connection: automatic pulls, Form B-1 submission and single-client orders. |
| 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 its site. |
| WhatsApp for the team | A shared team inbox: campaigns, chat assignment, document requests and analytics, tied to the lead and the card. | A shared team inbox: not mentioned. WhatsApp appears on the page as a contact channel for sales. |
| 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 forms or e-signature product: not described on its site. |
| 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 its site. |
| Mobile app | The system works in the browser. A dedicated mobile app is not mentioned on Financi's site. | A mobile app: not mentioned on the page reviewed. |
| API and integrations | PBX, WhatsApp, and ChatGPT and Claude through MCP with an OAuth sign-in. | Roeto Connect for linking tools and automations, API documentation for developers, and importing backups from other systems, according to its site. |
| Pricing | Published on its site. | Not published. The route is through sales. |
| Security and privacy | A data processing addendum (DPA) is published on the site. CRM and Ops on one database, role-based permissions. | Its site mentions cloud servers and continuous backups, without naming a specific standard. |
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 Roeto presents about itself
From Roeto's own site, as read on 25 October 2026:
- A holistic client view showing pension, finance, insurance and investments in one place.
- Standard task templates and a shared task board for the team.
- Periodic client reports generated automatically, and a branded client portal.
- Lead management, landing pages and campaign setup, and routing email into the client file.
- A team-oversight dashboard and a customer success manager for larger organisations.
When Roeto may suit you better
- If a branded client portal and automatic periodic reports matter to you, which Roeto's site presents as part of the system.
- If you are a large organisation wanting an oversight dashboard and a customer success manager, according to its site.
- If you want API documentation for developers and the option to import backups from other systems.
What to ask every vendor in a demo
- What does a client forms-and-signing process look like, and which outside tools does it need?
- Is there a Har HaBituach connection, and how is WhatsApp with clients managed by the team?
- What does the licence cost, and what do onboarding and training include?
About this comparison
We are Financi, and Roeto is a competing system, so we wrote this comparison under strict rules: every claim about Roeto 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 Roeto?
According to their sites, Roeto stands out for a holistic client view, periodic client reports and a branded portal, and Financi for a shared WhatsApp inbox, forms and signing from a phone, an AI team with human approval, and operations on the same database.
How much does Roeto cost?
The price is not published on its site. The route is through sales. Ask for a written quote and check the total first-year cost.
Does Roeto include digital signing?
A forms or e-signature product is not described on its site. That is not a claim the capability does not exist, so ask in a demo.
Can I move from Roeto 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.
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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.
