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    3. Finally (Backoffice.co, Inc.)

    Finally (Backoffice.co, Inc.)

    Finally removes the manual work holding your business back with a unified platform for AI-driven finance and accounting automation.

    Visit Website

    At a Glance

    1Tool Listed
    6Products
    16Tool Views
    4Capabilities
    Discussions
    Miami, FloridaHeadquarters
    2018Est.
    230Employees
    $305MRaised
    Focus Areas
    Personal Finance
    Tax Preparation
    Payment Processing
    Connect
    Latest News
    Finally raises $200M Series B with $50M equity and $150M credit facilitySep 1, 2024
    Finally, now with $10M, adds AI for better insight into small business accountingFeb 1, 2024
    Markets
    • Small and Mid-sized Businesses (SMBs)
    • Early-stage startups

    AI Tools by Finally (Backoffice.co, Inc.)

    (1)
    View Finally
    Finally tool icon

    Finally

    SMB Accounting and Finance Platform

    Personal FinanceTax PreparationPayment Processing

    Discussions

    No discussions yet

    Be the first to start a discussion about Finally (Backoffice.co, Inc.)

    Latest News

    09/01/2024

    Finally raises $200M Series B with $50M equity and $150M credit facility

    businesswire.com
    02/01/2024

    Finally, now with $10M, adds AI for better insight into small business accounting

    techcrunch.com
    09/01/2024

    Finally secures $200m in Series B funding to enhance SMB financial services

    fintech.global
    05/01/2024

    Brian Whalen appointed as CFO of Finally to lead financial strategy

    controllerscouncil.org

    Products & Services

    6
    Automated Bookkeeping
    2018

    AI-driven bookkeeping that categorizes transactions and provides real-time financial reporting.

    Invoicing Software

    Tools to create professional invoices, set payment terms, and automate payment reminders.

    Finally Corporate Card
    2022

    A 30-day charge card with no personal guarantee and higher credit limits for SMBs.

    AI-Powered Ledger
    2023

    A unified financial ledger leveraging artificial intelligence for automation and insights.

    Market Position

    Positions itself as an all-in-one AI-native alternative to legacy tools like QuickBooks and fragmented finance apps.

    Leadership

    Founders

    FR

    Felix Rodriguez

    Serial entrepreneur with multiple exits including a website design service and a comparison shopping site. 500 Startups alumnus.

    GR

    Glennys Rodriguez

    Previously co-founded Turn 2 Interactive. Expert in operations and client service delivery.

    EM

    Edwin Mejia

    Background in legal services and sports management. Co-founded Athletes Premier International and Turn 2 Interactive.

    Executive Team

    FR

    Felix Rodriguez

    Founder & CEO

    Serial entrepreneur with 9 ventures and 3 exits. Background as a network engineer. Native New Yorker and 500 Startups B24 alumnus.

    GR

    Glennys Rodriguez

    Co-Founder & COO

    Co-founder of Turn 2 Interactive (2011-2017). Oversees day-to-day operations and client onboarding at Finally.

    Board of Directors

    JF
    Jack Freeman
    Partner at PeakSpan Capital (Board Member/Lead Investor Advisor)

    Founding Story

    Started in Jan 2018 by Felix and Glennys Rodriguez to help SMBs manage bookkeeping efficiently, soon joined by Edwin Mejia.

    Business Model

    Revenue
    Reported 300% annual revenue growth as of late 2024.

    Revenue Model

    Subscription-based SaaS for bookkeeping and invoicing software, combined with credit/interchange revenue from corporate card usage.

    Pricing Tiers

    Invoicing - Starter
    $12/mo

    Up to 7 billable clients

    Invoicing - Grow
    $19/mo

    Up to 70 billable clients

    Invoicing - Pro
    $39/mo

    Up to 500 billable clients

    Bookkeeping - Starter
    Call for pricing

    Basic automated bookkeeping

    Bookkeeping - Premium
    Contact us

    Custom quotes for larger businesses

    Private

    Target Markets

    Industries & Segments
    • Small and Mid-sized Businesses (SMBs)
    • Early-stage startups
    Use Cases
    • Small and medium-sized business financial management
    • Automating bookkeeping and payroll
    • Controlling business spend and expenses
    Notable Customers
    • Over 1,000 businesses per month joining the platform as of 2024

    Quick Facts

    Headquarters
    Miami, Florida
    Founded
    2018
    Entity Type
    Inc.
    Employees
    230
    Total Funding
    $305M
    Investors
    PeakSpan Capital, Encina Lender Finance
    Office Locations
    Miami

    Funding History

    Seed$1.8M
    April 2019
    Active Capital
    Series A$95M
    March 2022
    PeakSpan Capital
    Venture Round$10M
    February 2024
    PeakSpan Capital

    History & Milestones

    2024

    Closed $200M Series B (equity and debt) to accelerate AI product development and hiring.

    2024

    Appointed former Calendly CTO Roy Duvall and Brian Whalen as CFO.

    2023

    Launched AI-powered ledger and expanded banking functions.

    2022

    Rebranded to Finally and raised $95M Series A to roll out lending and bookkeeping.

    2019

    Raised $1.8M Seed round to expand the Back Office platform.

    Key Capabilities

    4
    AI-driven automated bookkeeping
    Expense management and corporate cards
    Unified finance and HR suite
    Real-time financial intelligence

    Integrations & Partnerships

    Platform Integrations

    • QuickBooks
    • Xero
    • NetSuite
    • Shopify

    Key Partnerships

    PartnerStack
    Chargify
    Visa (for corporate cards)

    Connect

    Website
    finally.com
    X / Twitter
    usefinally
    LinkedIn
    finallycom

    AI Topics

    3

    Finally (Backoffice.co, Inc.) focuses on these topics:

    Personal Finance(1)
    Tax Preparation(1)
    Payment Processing(1)
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