--- title: Finley Reviews meta_title: 'Finley Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how Finley works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 11 scale: '5' date_modified: '2026-06-22' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Finley Reviews **Vendor:** Finley Technologies **Category:** [Debt Management Software](https://www.g2.com/categories/debt-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 11 ## About Finley Finley's software simplifies debt capital management for borrowers and asset managers. Finance teams at companies like Ramp, Upper90, and Navan rely on Finley to manage asset-backed debt portfolios. By automating due diligence, ensuring compliance, and streamlining ongoing reporting, Finley helps ensure that capital is always available when companies need it. Finley's investors include CRV, Bain Capital Ventures, Y Combinator, Haystack, and Nine Four Ventures. ## Finley Reviews ### 1. Simplify your Capital Markets operations **Rating:** 5.0/5.0 stars **Reviewed by:** Anurag P. | Chief Risk Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Finley?** We heard about them through few references at other Fintecth start-ups. Signed up for our first facility and the experience has been great. It has been a huge time saver and we probably have avoided hiring a capital markets associate which we would have had to do without them. The team is super responsive to our concerns and needs which makes working with them super easy. **What do you dislike about Finley?** Feeding data back into our systems will help us create custom reporting on our end. **What problems is Finley solving and how is that benefiting you?** Finley solves one of the fundmentals issues with early stage start-ups that have to borrow money to fund their receivables. Usually the tech infra to manage these things gets complicated and takes away critical engineering resources that we rather be spending building our product. With Finley, we can focus on building product for our customers and leave the Capital market operations execution to the experts ### 2. Seamless debt mgmt **Rating:** 5.0/5.0 stars **Reviewed by:** John Q. | Head of Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Finley?** Finley abstracts the complexities of translating our multi-hundred page agreements into a borrowing base template and performance reporting which allows us to focus on what is core to us. I just have to worry about passing them clean data and they'll do the rest. As we've layered on new facilities, they have been able to easily handle changing data schemas and getting each new deal launched has been pretty lightweight. Having the extra set of independent eyes on our reporting before it goes out each day adds comfort to a high stakes process. **What do you dislike about Finley?** N/A. I wish they did more! The team keeps building incremental functionality and we look forward to seeing the product evolve and if I squint I can see a world where we fulfill all of our reporting obligations to our lenders within the Finley App and even money movements related to funding requests and settlements are initiated and approved via the App giving our lenders the safety and security they desire. **What problems is Finley solving and how is that benefiting you?** Finley helps manage our access to debt capital which is gated behind extremely rigorous and thorough reporting requirements (at funding request time and at month end). Through file transfer integration, we provide Finley with raw data about our portfolio and they take that data and transform it into a borrowing base report which complies with the requirements as set forth in our credit agreements. This allows us to keep a very lean capital markets team focused on where we can drive value (i.e., talking with current and prospective lenders, portfolio analytics, etc.) as opposed to one that needs additional heads on staff to manage the borrowing base reporting process. ### 3. Great product and support team helping lenders and borrowers optimize capital markets processes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Finley?** Finley has used a very thoughtful approach to building its debt facility management platform, by establishing relationships with a plethora of borrowers and lenders in the market and leveraging their feedback to continually evolve their product. As a result, the analytics and borrowing base capabilities of the Finley platform have gradually become robust, which has made it very easy to use their features daily / weekly. I also greatly appreciate the dedicated support their cap markets solutions team offers. **What do you dislike about Finley?** The platform still has some room to grow to become fully automated / integrated with our data, but we anticipate being able to get to this stage later this year. **What problems is Finley solving and how is that benefiting you?** Finley is helping us automate our capital markets workflows and debt facility management. ### 4. All inclusive capital markets reporting technology to improve efficiency for our team. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.) **Reviewed Date:** July 03, 2024 **What do you like best about Finley?** The Finley platform is extremely user friendly, easy to navigate and provides the necessary reporting template ouputs in order to execute our Borrowing Base and Monthly Servicer Report needs. The people at Finley are also fantastic to work with. All of the employees staffed on our securitization deals are knowledgable, easy to work with, and eager to see us utilize the platform as much as possible. **What do you dislike about Finley?** The one downside or hardship that our team has faced is that is taking longer than expected to get fully onboarded and full utilization on Finley than expected, in part from lack of time/resources on our end. I think more thoughtful planning on a weekly basis and ensuring everyone is on the same page throughout the enitrety of the proccess would make our (the clients) lives easier. **What problems is Finley solving and how is that benefiting you?** Finley is assisitng with reporting on all of our securitization facilities and provides useful insights into any previous errors in any of our reports. The speed and depth of the technology improves the effieciney in our day to day operations in managing all of our securitization facilities. ### 5. Straight forward and competent team **Rating:** 5.0/5.0 stars **Reviewed by:** Thiago F. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Finley?** hands-on, fast, and skilled professionals, always willing to help, available to solve issues and talk, flexible hours to connect **What do you dislike about Finley?** Hard to tell any gap for improvement. Yet the platform was built ad hoc since our product required some adjustments. Not ready from the shelf, but they delivered it very briefly **What problems is Finley solving and how is that benefiting you?** Finley pulls financial and performance information about our company and portfolio and delivers the final reports and requests to the credit facility ### 6. Best in Class Debt Capital Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Sam L. | Sr. Treasury Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 17, 2024 **What do you like best about Finley?** Finley allows us to streamline the operational headaches of the warehouse facility effectively. The platform is easy to use. Implementation time from start to finish was smooth and fast. My customer support experience after implementation has been great. **What do you dislike about Finley?** I haven't experienced any downsides. They are constantly making improvements. **What problems is Finley solving and how is that benefiting you?** Computing the monthly reporting package to the lenders Streamlining the funding request reports Aggregating the necessary data into one report ### 7. Finley - Money and Time Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Avi H. | VP, Financial Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Finley?** We are extremely pleased with Finley for a number of reasons; 1. They platform is easy to use. This saves us time and money 2. They are Finley team is very knowledgable 3. They team is very responsive 4. Finly is always looking for ways to make the capital markets management easier for their customers **What do you dislike about Finley?** There is not much to dislike, but we could still use some forecast features. **What problems is Finley solving and how is that benefiting you?** We did not have a capital markets team when we implemented our warehouse facility. Having a team of experts like Finley allowed us to push off hiring a full time capital markets expert. ### 8. Great service and communication from the Finley team **Rating:** 5.0/5.0 stars **Reviewed by:** Ali S. | Senior Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2024 **What do you like best about Finley?** The attention to detail and level of commiment in providing high quality service while being available. Their platform is very user friendly and we've been able to integrate into our systems in a timely manner. We use their services and alerts on a weekly and regular basis and the support is available upon any issues. **What do you dislike about Finley?** The range of products and automated service is an area that we're hoping the Finley team keeps expanding **What problems is Finley solving and how is that benefiting you?** Finley is allowing us keep track of metrics and convenant tests for our debt facilities. Additionally, Finley is helping us build new infrastructure to onboard new debt facilities and automate reporting needs. ### 9. Game Changer for Credit Facility Management **Rating:** 5.0/5.0 stars **Reviewed by:** Gerbian K. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2024 **What do you like best about Finley?** We have a pretty complex credit facility in place. Within a few days of our engagement, the team at Finley were able to quickly scope out the necessary reporting requirements of our credit facility which allowed us to quickly stand up our facility, stay in compliance and meet all of our reporting obligations with our lender. **What do you dislike about Finley?** None. The team at Finley is best-in-class. **What problems is Finley solving and how is that benefiting you?** Managing our credit facility reporting requirements. ### 10. Great team and product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Finley?** I've been a customer of Finley for almost 4 years. Really great team and product velocity. Saves us a lot of time/money/menial work around reporting automations and financial metric compliance. Really enjoy working with my account manager. **What do you dislike about Finley?** They're great, cant really think of anything negative. Wish they expanded their product suite into more stuff. Probably could benefit from hiring more engineers to tackle a much more ambitious product roadmap. **What problems is Finley solving and how is that benefiting you?** Reporting automation ### 11. Finley Saves us Time and Money **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Finley?** Finley saves us tedious daily capital markets work. It fills the role of a junior capital markets employee, and helps us keep our finance team lean. **What do you dislike about Finley?** No major complaints on the core product. I sometimes wish Finley provided a wider breadth of services, risk software or finacial software - just because I like working with this team and product. I wish all my tools worked this well. **What problems is Finley solving and how is that benefiting you?** Finley helps us produce regular borrowing base reports and monthly servicer reports. This saves tedious daily work and frees our team up to do higher-value work and analysis. - [View Finley pricing details and edition comparison](https://www.g2.com/products/finley/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+00%3A53%3A37+-0500&secure%5Bsession_id%5D=4e6e4bd6-ca08-4dcd-8f28-fe41ecb5a467&secure%5Btoken%5D=1a2c98b513c21763e9b441e6a49852ec2242dc0f51944d6e81f68461b0fd67b7&format=llm_user) ## Finley Features **Automation - Debt Management** - Borrower Management - Deal Monitoring - Recovery Automation **Document Management - Debt Management** - Document Management - Digitized credit agreements **Hyper-personalisation - Debt Management** - Interactive Self-Service Tools - Personalised Dashboarding **Analytics - Debt Management** - Reporting - Insights and Forecasts **Agentic AI - Debt Management** - Proactive Assistance ## Top Finley Alternatives - [Chaser](https://www.g2.com/products/chaser/reviews) - 4.3/5.0 (68 reviews) - [Finvi](https://www.g2.com/products/finvi/reviews) - 4.0/5.0 (19 reviews) - [Cascade Debt](https://www.g2.com/products/cascade-debt/reviews) - 5.0/5.0 (22 reviews)