You can rely on us to help take the
pressure away at month-end
With 20 years of experience within the industry, we understand the challenges you face and we have a dedicated team you can rely on
About IFA Dataflow
At IFA Dataflow our goal is to use technology to ease the manual processes prevalent in Income Reconciliation. Everyone in the business is focussed on providing an efficient service to assist clients to meet their deadlines. Key to this is developing staff skills across different platforms, we operate multiple systems and the best result is very often found by using a blend of them.
We get our best solutions by listening to client problems and using technology to overcome them, providing cost savings and reducing risk. So, if you have challenges just let us know and we will do all we can to find a better way of doing things.
We are proud of the services that we offer, we always deliver cost savings, efficiencies and reduced risk to our clients compared to manual processing.
We are responsive
We are flexible
We are efficient
Ready to get started?
Take a look at our casestudies
Head of production & technical development
What our clients say
“I would definitely recommend IFA Dataflow for firms doing a lot of manual data entry for commission statements. It’s a no-brainer. A few hundred pounds a month to have some statements scanned in versus the full-time salary of someone entering data and the human error that can result. It saves time, money and makes the process more accurate.”
Jennifer Gould, Group Financial Controller, Broadstone
“We’ve utilised IFA Dataflow for the past few years and they continue to provide us with a really efficient service. Being able to call on a service that converts PDF files to CSV with such speedy turnaround times is one thing, but when the CSV files are returned in an IO compatible template it’s even more resourceful.”
Tim Gale, Circadian
“The paper statements can be 10 pages long or more, and have 25 different items of income renewal, where the different items must be totalled separately, and then by the time you get to the end, it doesn’t balance, so it all has to be checked again. This is where IFA Dataflow is an absolute lifesaver.”
Joanne Morgan, IFA Outsourcing
“The people who work at IFA Dataflow are very efficient and helpful. If I need a statement returned urgently, I can always rely on them to process this as top priority and return it to me right away.”
Nadine Key, Thorntons Investments
“You know how when you find an amazing hotel or restaurant sometimes you don’t want to tell other people about it and you want to keep it secret? Well I hesitate to write this, but one of the secrets behind Policy Services Limited’s ability to deal with millions of legacy commission entries per year has been IFADataflow”.
David Ness, Policy Services
“IFA Dataflow has streamlined our commission and fee processing so much that we are now able to import data from a pdf file at the touch of a couple of buttons. The time saved in data input has allowed us to concentrate on other areas of the business.”
Emma Wilde, Marketing Manager, Ascot Lloyd
“As a long term customer of IFA Dataflow, we have always found their service to be fast and efficient. The files are returned promptly, without any fuss and there is always someone on hand to help whenever required. They can be relied upon to help support the high standard of service we offer to our clients”.