One ledger for every account
Bank feeds, corporate cards, payment processors and subsidiary books reconcile into a single source of truth that refreshes by the minute.
- Bank-grade read-only connections
- Automatic FX normalisation
SOC 2 Type II - Multi-entity ready
The financial operating system for modern companies.
Finex brings banks, cards, bills, invoices and forecasts into one workspace, so your team sees the real position in real time and closes the month in days instead of weeks.
14 days free on Growth. No card required. Cancel in one click.
- Live cash across every account, entity and currency
- Spend policy enforced before the money leaves
- Month-end close cut from weeks to days
- Forecasts built on actuals, not last quarter’s spreadsheet
Group cash position
Live$14,246,830
4.2% this week
- Operating - USD
- $8,420,110
- Operating - EUR
- €2,145,860
- Reserve account
- $4,000,000
Finance teams running on Finex
- Northwind Labs
- Meridian Health
- Lumen Robotics
- Atlas Freight
- Cobalt Studio
- Vantage Bio
Product
Three problems, solved in one place
Most finance stacks are four tools that disagree with each other. Finex replaces the disagreement with a single, auditable record of what happened and what happens next.
Controls that actually hold
Set budgets, approval chains and vendor rules once. Finex enforces them at the moment of spend instead of flagging them in next month’s review.
- Approval routing by amount and entity
- Card limits per team and merchant
Forecasts you can defend
Model runway, hiring and revenue scenarios directly on live actuals, then share a board-ready view without rebuilding a single tab.
- 13-week rolling cash view
- Scenario comparison side by side
How it works
Live in an afternoon, not a fiscal quarter
Finance software has a reputation for eighteen-month implementations. Finex is deliberately not that. Three steps, and the first two are done before lunch.
Connect
Link banks, cards, your accounting ledger and payroll through read-only connections. Two years of history backfills while you finish your coffee.
Typical setup: 20 minutes
Configure
Map your chart of accounts, set spend policies and approval thresholds, then invite the people who need visibility with the access they should have.
Guided by a solutions engineer
Operate
Run daily cash, monthly close and quarterly planning from one workspace, with every figure traceable back to the transaction it came from.
Live from week one
Who it is for
Six people or six thousand, the same discipline
The controls a Series A company needs and the controls a group finance function needs are the same controls at different scale. Finex ships both, and you turn on what applies.
For startups
Your first real finance stack, without hiring for it
Founders and first finance hires get the discipline of a mature department on day one, with none of the implementation cost.
- Runway and burn tracked from the first transaction
- Corporate cards with per-team limits out of the box
- A close checklist that a non-accountant can follow
- Investor updates exported in one click
- Free migration from spreadsheets and legacy tools
For enterprises
Consolidate the group without a two-year programme
Finance leaders bring every entity onto one ledger with the controls, evidence and access model that audit and IT will both sign off.
- Multi-entity, multi-currency consolidation
- SSO with SAML, SCIM provisioning and custom roles
- An immutable audit trail on every change
- Segregation of duties enforced by role, not by convention
- Dedicated implementation team and a named success manager
Integrations
It plugs into the stack you already pay for
Finex reads from the systems that hold your truth and writes back to the ledger of record. Nothing gets ripped out, and no one is asked to change how they work.
- QuickBooksAccounting
- XeroAccounting
- NetSuiteERP
- StripePayments
- ShopifyCommerce
- SalesforceCRM
- HubSpotCRM
- SlackAlerts
- GustoPayroll
- RipplingPeople
- SnowflakeData
- PlaidBank data
Plus a documented REST API and webhooks for anything on this page that is not on that list.
Customers
What changes once the numbers agree
Three finance leaders on what actually shifted after the switch, in their own words.
The close runs itself now. My team spends the first fortnight of the month on the decisions the numbers were for, rather than on producing them.
Priya RaghavanVP Finance, Northwind Labs Six entities used to mean six versions of the truth. Our last audit closed without a single open evidence request.
Daniel OseiGroup Financial Controller, Meridian Health Seeing thirteen weeks ahead changed how we time supplier orders. It is the honest reason we did not need to raise a bridge round.
Sofia MarquezCo-founder and COO, Lumen Robotics
Put your whole finance function on one system.
Connect your accounts, see the real position today, and decide by the end of the trial whether you ever want to go back to the spreadsheet.
- 14 days free, no card required
- Migration handled by our team
- Cancel in one click
