Finley Knowledge Base
  • What is Finley?
  • Guides
    • Implementing Finley
    • Getting Started with Finley
    • Executing a Funding Request
    • Monitoring Your Credit Facility
  • Core Capabilities
    • Digital Credit Agreement
    • Automated Borrowing Base Calculation
    • Draw Requests
    • Recycle Requests
    • Statements (Draws, Interest, Fees)
    • Monthly Servicer Reports
    • Borrowing Base Reporting
    • Receivables Dashboard
    • Borrowing Base Insights
    • Strats & Report Builder
    • Reports Repository
    • Manual Uploader
    • Deliverables
    • Calculation Terminologies
    • Event Log
    • Finley API
    • Settings
    • Data Integrations
      • AWS S3 Setup Guide
      • SFTP Setup Guide (Client-Hosted)
      • SFTP Setup Guide (Finley-Hosted)
      • Setting up Bank Data Integrations
  • Additional Features
    • Receivable Assignment
    • Custom Strats
    • SSO
    • Collateral Data Quality, Roll-Forward Analysis
    • Asset Verification
    • Forward Flow
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