Finley is the finance function they never had.
Stop guessing. Start knowing with Finley, the Fortune 500‑caliber AI CFO for the middle market. Where your cash is, what is coming, what you can actually afford. Today, not three weeks after your bookkeeper closes the month.
Finley is funded by an oversubscribed pre-seed round led by Cofounders Capital.
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A distributor's cash turns on the season. A brokerage waits on a closing attorney's calendar. Finley already knows how money moves in your market. Your first morning is about your month, not about explaining your business.
Connect the books once. Every entity is in the read, including the ones that never shared a spreadsheet. Finley says what moved and what it cost, and opens the rows that sum to it. Tuesday's call gets made with Tuesday's numbers.
Every other system in finance starts over with you. Finley remembers what you asked in June and what you decided after. Ask once and it keeps watching. The read comes back in your terms.
Finance has always met your company for the first time, every time. These five are why Finley does not.
We start with the customer and work backwards. Every decision, every feature, every interaction is designed around making our customers’ financial lives better. Their success is our success.
Business moves fast, but we move faster. We push the boundaries of what is possible. We embrace new ideas and accept that trying new things means we must have a willingness to fail or be misunderstood for a period of time.
We strive to make the most complex aspects of finance feel effortless for our customers. Elegant simplicity is about crafting a beautiful, human experience where the design disappears, and what is left is pure joy and function.
We take professional pride in our work. Every team member takes responsibility for outcomes, thinks long-term, and makes decisions that benefit the company and our customers.
We consistently do the right thing, even when no one is watching, holding ourselves to the highest ethical standards in every decision and action.
A port city of 120,000 where the Cape Fear River meets the Atlantic. Live Oak Bank and nCino were both built here, a few miles from our office. Our founders built nCino’s AI and data platform, and between our leadership and our advisors there is close to a century of work in finance, fintech, and AI. Finley points all of it at the middle market, the 300,000 companies the banks lend to.
Co-founder and Chief Executive Officer
Justin was Global Head of AI and Data at nCino, then Chief Market Officer at Casca, which he took from its first customer to a Series A in 17 months. At IBM he led the launch of Watson Trend, which Apple named a Best New App. He holds a BSBA in Computer and Information Science from the University of Florida and is NACD.DC certified.
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Co-founder and Chief Technology Officer
Josh led engineering for nCino’s AI and data platform, running global teams of more than 100 engineers, across 25 years in SaaS, cloud, and AI. He holds a BS in Computer Science from the University of North Carolina Wilmington.
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Founding Operations Engineer
Bekah manages internal workflow structure, task coordination, and operations. Driven by a methodical, detail-oriented approach to process design, she keeps the company’s internal engine running smoothly behind the scenes. Her focus is building reliable operational foundations that allow the team to scale and execute efficiently.
Founding Creative Director
Chase runs product design, brand, and go-to-market. He was Global Head of Design at nCino, where he ran the creative function and worked on the team that took the company public and opened offices in Japan, Australia, the United Kingdom, and Spain.
Founding Engineer
Monty spent over six years in fintech at nCino, growing from intern to senior software engineer while leading several development teams along the way. He holds a BS in Computer Science from the University of North Carolina Wilmington.
LinkedInDirectors, advisors, and investors
Connect your books this afternoon. Ask your first question tonight. Then 30 days to decide.
