Seven jobs finance actually does, on one surface
Finex is not a dashboard bolted onto your bank feed. It is the working environment where cash is monitored, spend is authorised, bills are paid, the month is closed and next quarter is planned, with the same underlying record behind all of it.
Every balance on one screen, refreshed by the minute
Stop opening seven banking portals to answer one question. Finex holds every account, entity and currency in a single position you can trust before a board call.
- Real-time balances across banks, cards and processors
- Automatic FX normalisation into your reporting currency
- A 13-week rolling cash view built from committed inflows and outflows
- Threshold alerts to Slack or email when a balance crosses your floor
- Operating - USD
- $8,420,110
- Operating - EUR
- €2,145,860
- Reserve - USD
- $4,000,000
- Cards outstanding
- -$318,240
Policy applied at the point of purchase
Issue cards in seconds and encode the rules you would otherwise chase people about. Out-of-policy spend is declined at the terminal rather than discovered in the close.
- Virtual and physical cards with per-merchant and per-team limits
- Receipt capture that matches to the transaction automatically
- Category, vendor and amount rules enforced in real time
- Instant freeze, reissue and single-use cards for one-off vendors
- Engineering - cloud
- $60,000 / mo
- Sales - travel
- $1,200 / trip
- Marketing - ads
- $140,000 / mo
- Out of policy today
- 2 declined
Bills approved, paid and filed without the chase
Invoices arrive from a dozen places and still need the same four checks. Finex runs those checks, routes the exceptions and pays on the rail that costs you least.
- Invoice ingestion from email, vendor portals and file drops
- Two and three-way matching against purchase orders and receipts
- Approval chains by amount, entity, cost centre and vendor risk
- Domestic ACH, wire and cross-border payments from the same queue
- Matched and scheduled
- 184 bills
- Awaiting approver
- 12 bills
- Exceptions to review
- 3 bills
- Early-pay discount captured
- $14,900
Get paid sooner without sending another polite reminder
Collections is a sequencing problem, not a personality one. Finex chases on your behalf, in your tone, and tells you which accounts genuinely need a human call.
- Invoices raised in Finex or synced from your billing system
- Dunning sequences tuned by customer segment and payment history
- Hosted payment links accepting card, ACH and bank transfer
- DSO tracked by cohort so you can see collection trends early
- Current
- $3,180,400
- 1 to 30 days
- $742,900
- 31 to 60 days
- $186,300
- Average DSO
- 34 days
A close that runs all month, not just in the first week
Reconciliation happens continuously as transactions land, so the first working day is a review rather than an excavation. Every entry carries its evidence with it.
- Continuous matching of bank, card and ledger activity
- Close checklist with named owners, due dates and sign-off
- Journal entries with supporting documents attached at source
- Variance flags raised before you sign, not after the audit
- Auto-reconciled
- 98.2%
- Tasks complete
- 41 of 44
- Open variances
- 2
- Days to close
- 4
Plan on live actuals, not a copy from last quarter
Your model and your ledger should be the same object. Change a hiring assumption in Finex and runway, departmental budgets and the board view all move with it.
- Driver-based models for headcount, revenue and cost of delivery
- Scenario comparison so the base, upside and downside sit together
- Budget versus actual by department, refreshed automatically
- Board pack export with commentary attached to each variance
- Runway
- 22 months
- Net burn
- $610k / mo
- Headcount at year end
- 214
- Versus base case
- +4 months
Evidence sitting behind every number
When an auditor, an investor or a regulator asks how a figure was produced, the answer is a link rather than a fortnight. Access, approvals and changes are all recorded.
- SOC 2 Type II controls, encrypted in transit and at rest
- SSO with SAML, SCIM provisioning and granular custom roles
- An immutable audit log covering every edit, approval and export
- Segregation of duties enforced by role rather than by trust
- Events recorded this month
- 48,912
- Approvals with full evidence
- 100%
- Access reviews outstanding
- 0
- Retention
- Unlimited
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
