At Finley, we’re constantly innovating to ensure our customers can manage financial workflows with ease, precision, and collaboration. This month, we’re excited to introduce two major updates: enhanced Generate Report functionality and the launch of our Counterparty Portal. These updates streamline reporting, collaboration, and visibility across all stakeholders, adding flexibility and efficiency to your workflows.
Generate Report: enhanced efficiency and insights
Our Generate Report feature has been upgraded to make financial reporting faster and more intuitive. Users can now effortlessly track pipeline runs from the past 72 hours and dive deeper into details with just a click.
You can now:
- View recent pipeline runs and their statuses — whether waiting for inputs, blocked by errors, or completed — all in one place. Missing inputs are flagged, giving you a clear path to completion.
- Upload any missing inputs directly within the tool to complete pipeline runs and calculate a Borrowing Base without interruptions.
- Transition smoothly from reviewing pipeline runs to assessing the resulting Borrowing Base and submitting a Funding Request with our new direct navigation option.
These updates make it easier than ever to pick up where you left off, ensuring your reporting is accurate, complete, and seamlessly tied to your borrowing workflows.
Introducing the Counterparty Portal: work together without barriers
Collaboration between lenders and borrowers just got a major upgrade with the introduction of our Counterparty Portal. Many of our customers already use the Finley Dashboard to manage their facilities and financial data, but collaboration often involves external parties who don’t have full access to the platform. This feature enables teams to work together more efficiently by allowing non-licensed users access to a starter plan with key tools for submitting inputs, generating reports, and sharing insights directly in-app.
What’s included:
- Non-licensed users can now access a streamlined version of the Finley Dashboard. This includes key tools for submitting inputs, generating reports, and reviewing pipeline activity.
- Counterparty Portalusers can leverage core features like the Data Pipeline and Generate Report functions to calculate Borrowing Base inputs directly in the app, eliminating the need for back-and-forth emails or external file-sharing tools.
- Lenders can now bring borrowers into the Finley platform, providing a unified, portfolio-wide view of all facilities. This increases audit visibility, reduces errors, and saves time for everyone involved.
By offering a starter plan for external stakeholders, the Counterparty Portal simplifies debt management and ensures that all critical workflows remain within Finley’s secure environment.
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!
