Manual Uploader


Finley's Data Integrations allow you set up programmatic bank and loan data transfer to Finley, both of which are necessary for Funding Requests and other Finley features. In some cases, though, it's necessary to manually upload Loan Tape and Cash Balance CSV files.

The Manual Uploader enables you to upload the file inputs necessary to kick off a Funding Request.

How to upload loan tape and cash balance CSVs

  1. Navigate to the Manual Uploader capability from the sidebar.

  2. Select your reporting date.

  3. Upload the Loan Tape and Cash Balance files for your credit facilities.

  4. Upon a successful upload, the Status column will display a green checkmark icon.

Note: Uploading new files will invalidate prior submissions.

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