How Finally works | finally

How Finally works

Finally is your complete accounting & finance suite

We incorporate essential business processes, such as bookkeeping, invoicing, bill payment and payroll. We do it by incorporating advanced automation and machine learning technology, ensuring results are delivered quickly, accurately and efficiently.

Our solution provides an always-up-to-date snapshot of your business, available 24/7.

Getting started with Finally

Connect your business accounts

Connect Finally to your financial institutions, accounting file plus other popular business applications. We will retrieve all of your financial information & provide it in a single, easy to access central location. Rather than log in to several different accounts & applications, Finally creates a single login for all of your essential financial information.

Review your activity center

Enable important information and alerts on the very first page, at-a-glance. You’ll be able to see critical information about your business – such as spend, specific transactions per account, trend data and more.

Let Finally start your day

Start every day with Finally. Review your custom dashboard at any time and from any place, giving you an up-to-the-minute snapshot of your company’s overall financial health.

Leverage the power of automation

Using the most advanced automation technology, Finally classifies each transaction in real time, categorizing and delivering that information to you via your dashboard. To ensure your activity is identified and categorized accurately, Finally will provide you with an alert if a transaction is not recognized. Once you provide clarification, Finally will successfully identify all future transactions and categorize them automatically, reducing time and effort and helping to make your business more efficient.

Technology that learns

Machine learning capability featured in Finally is like having a meticulous financial advisor working for you 24/7. With every transaction that runs through our solution, Finally is able to see, learn and make better decisions and recommendations. If there are any financial irregularities such as abnormal spend, smaller margins or unrecognizable transactions, the Finally technology will alert you sooner rather than later. In addition, Finally technology will grow with you, incorporating what it’s learned over time, and helping to make even better decisions for you and your business.

Integrate with your favorite software

Because Finally is in the business of helping you easily manage your business finances, we work with an extensive network of partners that seamlessly integrate with our solution. With tight integration, you’ll still be able to use a variety of third-party software that you’ve grown accustomed to but can now view their data from your Finally dashboard. Whether you’re using QuickBooks, Xero or Stripe, the Finally dashboard can capture their information and provide it to you in one place.

Backed by accounting professionals

Because Finally was developed in partnership with a passionate team of real accounting experts and CPAs, we’ve put ourselves in your position and built a solution that anticipates virtually every financial need. Our team continues to drive improvements and is on board to provide support to our customers and business owners like you.

Leave nothing to chance

Don’t run the risk of leaving your company’s financial management to just anyone. Put the most advanced, financial-related business software to work for you by leveraging Finally. We’ll help you understand the financial health of your business anywhere at any time.