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§ Private Profile · Miami, FL, USA
AI-powered fintech platform automating bookkeeping, accounting, finance, and back-office functions for small to mid-sized businesses.
Finally is a Miami, Florida-based financial technology company that provides an artificial intelligence-powered platform to automate bookkeeping, accounting, and back-office functions for small and mid-sized commercial businesses. The software-as-a-service platform consolidates expense management, invoicing, bill pay, payroll, and business banking into a unified suite, generating revenue through subscription fees and credit products. The company currently serves over 3,500 corporate customers, reportedly adding more than 1,000 new clients monthly, while generating approximately $21 million in revenue with a workforce of 100 employees. Finally has secured $306.8 million in total funding through a combination of equity and debt financing, supported by lead venture capital investors such as PeakSpan Capital to expand its lending capabilities and mobile applications. The financial technology enterprise was officially founded in 2018 by co-founders Felix Rodriguez, Glennys Rodriguez, and Edwin Mejia.
finally has raised $223.0M across 4 funding rounds.
finally has raised $223.0M in total across 4 funding rounds.
Finally is a Miami-based fintech company that builds an AI-powered all-in-one accounting and financial management platform for small and medium-sized businesses (SMBs).[1][2][3] It automates bookkeeping, accounting, payroll, expense management, bill pay, tax compliance, cash flow monitoring, and corporate card services, solving the pain of time-consuming, stressful manual financial tasks so owners can focus on growth.[1][2][3][5] With over 1,500 U.S. customers, $66.1M in revenue, 300% annual growth since its 2022 Series A, and 220+ employees, Finally generates income via SaaS subscriptions, interchange fees, and interest.[2][3]
Finally was founded in 2018 (launched in 2019) by Felix Rodriguez, Glennys Rodriguez, and Edwin Mejia, who brought hands-on experience from creating, developing, and selling tech companies.[1][2][3] Felix, a former network engineer, and his wife Glennys started developing tools to help SMBs manage books efficiently after recognizing universal struggles with bookkeeping.[1][3] Edwin joined months later, and the trio built an AI-driven suite to automate finances, evolving from basic bookkeeping to a full platform including payroll, corporate cards, and banking functions.[1][3]
Finally rides the AI automation wave in fintech, targeting SMBs underserved by fragmented tools amid rising operational costs and economic pressures.[3] Timing aligns with post-pandemic SMB digitization and AI advancements, where bookkeeping automation demand surges as owners prioritize cash flow amid inflation and tight credit.[1][3] It influences the ecosystem by competing with Brex/Ramp on cards/expenses while offering broader payroll/accounting, fostering integrated "back-office" platforms that cut out-of-pocket costs and enable scaling.[2][3] Market forces like SaaS adoption and regulatory tax demands amplify its edge in real-time insights.[2]
Finally's momentum—300% revenue growth, expanding headcount, and $200M raise—positions it to dominate SMB fintech with deeper AI ledger/banking features and international push.[3][4] Trends like embedded finance and generative AI will shape its path, potentially unlocking $1B+ in credit as planned post-2022.[3][4] Its influence may evolve into a full SMB OS, reducing stress for millions while challenging incumbents, tying back to its core promise of painless finances for growth-focused founders.[1][3]
finally has raised $223.0M across 4 funding rounds. Most recently, it raised $200.0M Debt / Series B in September 2024.
finally has raised $223.0M in total across 4 funding rounds.
finally's investors include PeakSpan Capital, Active Capital, Amicus Capital, Backstage Capital, Baroda Ventures, B Capital Group, Bedrock Capital, Bessemer Venture Partners, Bow Capital, CapitalX, Color Capital, Craft Ventures.