Finally

Finally is an expense management, accounting and finance automation platform for small and mid-sized businesses. It centralizes financial data and workflows related to spending, reporting, and compliance. By reducing manual processes, Finally helps businesses gain clearer insight into their finances.

Entrepreneur(s)

Felix Rodriguez

Glennys Rodriguez

Edwin Mejia

Sector(s)

Financial Technology

Investment

Location

Miami, FL

Status

Active

Partnership

One of the things I really, really love and treasure about working with PeakSpan is the conviction. They got your support. They got your back. No matter what it is, whether it's a phone call or being available through text message on nights and weekends. You don't know how much that means to a CEO or founder.

- Felix Rodriguez, Founder & CEO at Finally

FOUNDED 2019
Partnered 2022, $67M Series A/B

IMPACT & VALUE CREATION

Forecast & Modeling Support

Battle-testing plans and budgets

Collaborated with CEO and VP Finance to arrive at detailed, data-driven budgets that powered strategic decision making.
Market Intelligence

Primary research to understand our competitors and inform strategy

Conducted market research synthesizing key trends and competitor positioning to inform important business decisions.

Investment Team

Investment Team

INSIGHTS & PRESS

Perspectives

The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally

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September 10, 2024
Perspectives

PeakSpan’s “Do it For Me Automation” Thesis

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July 26, 2023
Perspectives

PeakSpan's Thesis for Finally

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March 22, 2022

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Partnership News

finally, the AI-Powered Accounting & Finance Suite, Closes $10M Raise to Propel SMB Growth Forward

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February 6, 2024
Partnership News

Finally takes in $95M in equity, debt to roll out lending for small businesses

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March 21, 2022
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