Data Integrations

Overview

Ensuring that your bank, asset, and credit agreement data are properly stored within Finley is a critical part of automating your funding requests, staying on top of compliance, and streamlining your capital markets operations.

In the following pages, we walk through how to set up your bank data integrations within the Finley application, and how to set up AWS, SFTP, and/or other asset data integrations with Finley to ensure consistent data transfer.