At Finley, we’re always working to make managing your financial workflows easier and more efficient. This month, we’re excited to share a sneak peek of two major updates: the new Task Center, a centralized hub to track and manage outstanding tasks, and enhanced Receivable Repurchasing, making it easier than ever to correct assignments and repurchase receivables with just a few clicks.
These improvements give you more control, clarity, and time to focus on what matters most.
Coming Soon: The Finley Task Center
Managing a portfolio means juggling an endless number of tasks, whether it’s uploading inputs, approving funding requests, or generating monthly reports. We know how overwhelming it can be to keep track of everything.
That’s why we’re introducing Finley’s new Task Center—a centralized hub where you can see all your tasks in one place and take action effortlessly.
With the Task Center, you’ll have more visibility, control, and efficiency in managing your portfolio.
A centralized dashboard for all your tasks
Soon, you’ll be able to access a single view where borrowers and lenders can track outstanding tasks across their entire portfolio. No more jumping between different tools—everything you need will be in one place.
Never miss a deadline
Stay ahead of your workload with a clear view of upcoming and overdue tasks. You can click into any task for quick access to loan details or reports, making it easy to take action before deadlines hit.
Streamlined workflows for faster execution
The Task Center ensures that no task falls through the cracks. Whether you need to upload an input, approve a funding request, or review a report, you’ll be able to catch up and take action seamlessly from one central portal.
What’s next?
We’re just getting started. Soon, the Task Center will include expanded alerts, notifications, and actionable insights.
You’ll be able to:
- Approve funding requests directly from the Task Center.
- Upload required inputs for reports with fewer clicks.
- Manage all Finley-related tasks in one streamlined view.
With these improvements, staying on top of portfolio management will be easier than ever.
Now available: easier receivable repurchasing
Managing receivables across credit facilities just got even more efficient! Our latest updates to the Generate Report and Receivables Dashboard make repurchasing receivables easier than ever — giving you more control with just a few clicks.
Here’s what’s new:
Easily correct receivables assigned to the wrong facility or mark repurchases directly in the Data Pipeline page.
Upload a CSV file to quickly mark receivables as repurchased.
Save time by filtering, selecting, and updating receivables in a single workflow.
These updates make sure that managing facility receivables is a smoother, faster process for your team.
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!
