# Finally

Finally is an expense management, accounting and finance automation platform for small and mid-sized businesses. It centralizes financial data and workflows related to spending, reporting, and compliance. By reducing manual processes, Finally helps businesses gain clearer insight into their finances.

## Entrepreneur(s)
- Felix Rodriguez
- Glennys Rodriguez
- Edwin Mejia

## Sector(s)
- Financial Technology

## Investment Team
- [Jack Freeman](/content/team/jack-freeman/index.html)  
- [Chase Goree](/content/team/chase-goree/index.html)  
- [Cassie Alexe](/content/team/cassie-alexe/index.html)

## Investment Location
- Miami, FL

## Status
- Active

## Partnership
- Founded 2019
- Partnered 2022, $67M Series A/B

## Impact & Value Creation

### Forecast & Modeling Support
#### Battle-testing plans and budgets
Collaborated with CEO and VP Finance to arrive at detailed, data-driven budgets that powered strategic decision making.

### Market Intelligence
#### Primary research to understand our competitors and inform strategy
Conducted market research synthesizing key trends and competitor positioning to inform important business decisions.

## Insights & Press

### The Back Office Infinity Stones Gauntlet — PeakSpan’s Thesis for Finally  
[Explore this Resource](/content/resources/perspectives/the-back-office-infinity-stones-gauntlet----peakspans-thesis-for-finally/index.html)  
September 10, 2024

### PeakSpan’s “Do it For Me Automation” Thesis  
[Explore this Resource](/content/resources/perspectives/peakspans-do-it-for-me-automation-thesis/index.html)  
July 26, 2023

### PeakSpan's Thesis for Finally  
[Explore this Resource](/content/resources/perspectives/peakspans-thesis-for-finally/index.html)  
March 22, 2022

### finally, the AI-Powered Accounting & Finance Suite, Closes $10M Raise to Propel SMB Growth Forward  
[Explore this Resource](/content/resources/news/finally-the-ai-powered-accounting-finance-suite-closes-10m-raise-to-propel-smb-growth-forward/index.html)  
February 6, 2024

### Finally takes in $95M in equity, debt to roll out lending for small businesses  
[Explore this Resource](/content/resources/news/finally-takes-in-95m-in-equity-debt-to-roll-out-lending-for-small-businesses/index.html)  
March 21, 2022