Syndicated Loans
See how Finley's flexible integrations, highly configurable loan structures and logic, and servicing operations capabilities can help you manage your syndicated loan portfolio.
From data ingestion to invoice generation, Finley's platform ensures accurate calculations and smooth operations.
Flexible systems integration
Import your data from your existing ledger in any format (such as CSV or PDF), using any transfer mechanism (e.g., SFTP or via API).
Unmatched configurability
Configure data checks and automated invoicing workflows for any combination of lender structure, benchmark rates, and outpute templates.
Purpose-built workflows
Leverage Finley's automation engine for autogenerating invoices and reports, as well as processing funding, amortization, and payment data.
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Portfolio analytics and alerting
Visualize loan-level interest and portfolio KPIs. Set up automated alerts for reporting or reconciliation items that may need your attention.
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Customer Spotlight
“When we looked for off-the-shelf software solutions that could meet our needs, we couldn’t find one that could handle the nuances of our credit agreement. Finley helps us minimize risk and saves our finance and engineering teams dozens of hours a month.”
Eric Glyman
Chief Executive Officer, Ramp
