This year, we’ve been hard at work creating tools that empower our users to harness the full potential of their data and streamline complex workflows. As 2024 draws to a close, we’re excited to share some of the year’s biggest milestones and the impact they’re already having on our customers.
From groundbreaking AI capabilities to enhanced reporting tools, here’s a look at how we’ve transformed the way you manage and interact with your facility data.
Finley AI: Transform how you interact with data
One of our proudest achievements this year has been the launch of Finley AI, a cutting-edge tool revolutionizing how users engage with their facility data. By embedding Finley AI across multiple product suites, we’ve unlocked powerful new ways for users to take control of their analytics.
With simple, intuitive prompts, Finley AI allows users to:
- Generate complex SQL queries effortlessly.
- Customize insights to fit their unique needs.
- Synthesize large datasets quickly.
- Make informed decisions that drive results.
Finley AI is already transforming workflows in our Collateral Data Quality, Self-Serve Reports, and Covenant Configurations tools. And we’re just getting started. In 2025, we’ll be expanding Finley AI’s capabilities, introducing deeper integrations and applications to help you maximize the value of your data.
Self-Serve Reports: Tailored analytics at your fingertips
Facility monitoring is rarely a one-size-fits-all scenario, which is why we launched Self-Serve Reports. This tool gives users the freedom to create custom graphs and visuals tailored to their specific priorities—no cookie-cutter templates required.
Whether it’s tracking unique metrics or zeroing in on nuanced trends, Self-Serve Reports put advanced analytics in your hands. It’s flexibility and precision rolled into one, ensuring you can see exactly what your data is telling you.
Reimagined Deliverables: A streamlined experience
In July, we transformed the Deliverables experience to make reporting more seamless for everyone involved. Whether you’re a borrower, lender, or both, the updated interface simplifies even the most complex workflows.
Here’s what’s new:
- Stay ahead of reporting schedules with automatic reminders.
- Add comments and edits directly within reports with built-in collaboration tools.
- Streamlined next steps: Keep everyone aligned with clear, actionable workflows.
The result? A productivity boost that keeps you focused on what matters most.
Receivables Dashboard: Granular insights = better decisions
Making informed decisions requires detailed data, and that’s exactly what our Receivables Dashboard delivers. This powerful tool provides users with a clear, granular view of their portfolio, all the way down to the individual receivable level.
With these deep insights, you can:
- Monitor changes across your facility in real time.
- Track asset-level data with precision.
- Make smarter decisions backed by actionable insights.
Curious about all the updates we’ve rolled out this year? Explore our 2024 release notes here.
New this Month: Improved error messaging
This month, we’re excited to announce significant upgrades to error messaging across the Finley platform. These enhancements give users greater visibility into errors and streamline troubleshooting:
- Error messaging now spans the entire data pipeline, moving beyond basic formatting issues to surface more comprehensive insights.
- With a detailed breakdown of error messages in the Data Pipeline View, users can quickly identify and resolve issues independently.
These improvements ensure smoother workflows and less downtime, empowering users to focus on what matters most.
Learn more
Finley is committed to helping private credit borrowers and asset managers streamline and monitor asset-backed loans. From tracking covenants and deliverables to assembling funding requests and analyzing asset performance, our software provides peace of mind in debt capital management. For more information, check out our Product page.
If you want to learn more about how Finley can help streamline your debt capital raise and management, schedule a demo today. We'd love to chat!
