Finlee's Features
Finlee is designed to revolutionize the way HCM providers reconcile and manage their client funds accounts with a suite of powerful features. Whether you're a startup looking to scale or an established HCM provider looking to stay ahead of the curve, Finlee is tailored to meet your unique needs. Dive into the extraordinary capabilities that await you as we redefine productivity, collaboration, and innovation in the digital age.
Dashboard
for
Transparency
Our dashboard is designed to empower you with real-time insights and controls over your reconciliation data. Enjoy the confidence of knowing the state of your client funds accounts every day.
Popular Features
Variance totals by resolution type
View work in progress
Top 10 list
Workflow Management Board
With a clean and intuitive interface, our kanban board streamlines your workflow, making it easier than ever to manage variances, track progress and collaborate effectively to ensure timely resolution of your reconciling items.
Popular Features
Filter and search cards
Drag-and-drop cards
Comments and discussions
Automated Ledger Reconciliation
A simple click of a button compares your adjusted bank balances to the sum of the individual client ledgers. Have confidence knowing that all of your bank records agree with your ledger records every day.
Popular Features
Automated reconciliation
Date stamps for internal controls
Full reconciliation history
Automated Variance
Detection
Finlee searches your data and creates kanban cards for reconciliation variances that require a resolution. Now your team can spend their valuable time resolving issues rather than using manual processes to search for them.
Popular Features
Identify liability variances
Identify negative liabilities
Identify aged uncleared transactions
Bank
Transaction
Auto-matching
Finlee's auto-match routine runs automatically whenever bank data is imported. Our advanced algorithms are designed to expertly match bank and ledger transactions to allow your team to quickly complete daily bank reconciliation.
Popular Features
Identify liability variances
Identify negative liabilities
Identify aged uncleared transactions
Robust
Research
Center
Finlee's comprehensive research center allows you to easily analyze transaction history to help resolve variances. Dynamic filters allow you to quickly narrow down the data to only show the records you need.
Popular Features
Filter by transaction metadata
Bulk updates
Transaction activity logs
User
Friendly Workflows
Step through workflows that guide you through the daily steps from file imports all the way through closing issues that you've successfully resolved. Quickly complete all of your reconciliation tasks every day.
Popular Features
Increased productivity
Configurable workflow steps
Efficient navigation
Create
Positive Pay
Files
When checks are imported into Finlee, new checks are sent to a positive pay warehouse where files are effortlessly created to send to your bank. Protect your financial assets and reduce fraud risk to maintain financial integrity.
Popular Features
Multiple banks
Configurable file output
File history
