Workflow Automation
Move at the speed of the deal
Unlock a curated network of opportunities suited to your expertise
Technology built for execution
As a member of Finalis, you’ll enjoy the benefits of:
AI-Powered Workflows
Save time and increase accuracy of document review and submission
Streamlined Engagement Letter Process
Progress from initial interaction to signing in less than 30 days
Centralized Documents
House all deal articles in one place for control and collaboration
24-Hour Wire Transfers
Send and receive transparent, secure funds
Pricing
Discover flexible pricing tailored to your compliance needs and budget.
Deals move faster with Finalis
Because our platform is always-on, backed by dozens of experts and automates next steps, you can shrink your deal life cycle.
From engagement letter to close
Industry
12 months
Finalis
9.75 months
Reduction in Manual Tasks
60%
Average Finalis Deal Lifecycle
20% faster
Trusted by 360+ leading financial institutions
“The broader Finalis community is powerful. Finalis has basically created a collaboration space for individual firms, which gives us the collective power and resources of a much larger institution.”
Yixin (Shing) Pan
XTVue, Inc.
