At Finley, we’re always working to make managing your financial workflows easier and more flexible. This month, we’re excited to share a sneak peek of some big upcoming updates: support for multiple collections accounts, better event tracking, and changes to simplify receivable repurchases and transfers.
These improvements give you more control, clarity, and time to focus on what matters most.
Enhanced support for multiple collections accounts
We’ve heard your feedback! Many of our customers manage facilities with multiple collections accounts, and until now, our platform assumed a single collections account. This limits options for funding requests, especially for more intricate structures. Our latest upgrade changes that. Finley is upgrading our platform to support multiple collections accounts, unlocking the flexibility and precision you need to make informed funding decisions.
Here’s how it helps:
- The platform will reflect funding requests accurately across your multiple accounts. Curious about how a collections recycle impacts account balances? Now, you’ll see these details directly in the Finley portal.
- You’ll be able to generate reports that show the balance of each account, helping you and your team see exactly how your Borrowing Base is split.
Better visibility across workflows with event logs
Transparency and control are key to effective collaboration, and our enhanced Event Logs are designed to deliver both. Starting this year, users will gain unmatched visibility into all actions performed across Finley’s product suites and features.
Here’s what’s new:
- Stay on top of every change and update made within your team. Curious about who uploaded inputs or initiated a data pipeline run? The enhanced logs provide a clear record of every action.
- Detailed insights ensure every team member stays informed and in control.
- Quickly resolve questions about team actions, such as who submitted a report for approval or triggered a remediation request.
Streamline receivable repurchases and transfers
Managing receivables across credit facilities is about to get even easier. We’re enhancing our Generate Report and Receivables Dashboard features to simplify repurchasing and transferring receivables.
Here’s what you can look forward to:
- Address errors directly in the Data Pipeline page. For example, if a receivable has been repurchased or incorrectly assigned, you can quickly review and mark it as corrected in-app.
- Upload a CSV list of impacted receivables to mark them as repurchased or transferred — all in one go.
- Use the Receivables Dashboard to filter and select receivables for bulk actions, saving your team time and effort.
These upcoming changes will ensure facility management is smoother, more accurate, and fully integrated within the Finley platform.
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!
