Built for regulated financial marketplaces
Built for regulated financial marketplaces
Fininly is a white-label SaaS platform that helps alternative finance operators launch, manage and scale regulated investment marketplaces from one integrated infrastructure.
From onboarding and KYC to wallets, repayments, workflows and reporting — everything works together in one connected ecosystem.
Fininly is a white-label SaaS platform that helps alternative finance operators launch, manage and scale regulated investment marketplaces from one integrated infrastructure.
From onboarding and KYC to wallets, repayments, workflows and reporting — everything works together in one connected ecosystem.
Most investment platforms still rely on disconnected tools, manual operations and fragmented compliance processes.
Most investment platforms still rely on disconnected tools, manual operations and fragmented compliance processes.
Slow onboarding
Slow onboarding
Operational inefficiency
Operational inefficiency
Increased compliance pressure
Increased compliance pressure
Poor investor experiences
Poor investor experiences
Expensive custom development
Expensive custom development
Limited scalability
Limited scalability
AI-Powered Finance
Tidy Build, unlimited power
Stay on top of every transaction, invoice, and forecast in one clean view.
AI-Powered Finance
Tidy Build, unlimited power
Stay on top of every transaction, invoice, and forecast in one clean view.
Sort
Smart Expenses
AI automatically groups every transaction into clear, accurate categories
Operations
Income
Software
Marketing
Rent
Utility
Taxes & Fees
Connect
Bank Sync
Auto-imported, deduped, always current
Wire Transfer
1 min ago
+$1,250.00
Control
Daily AI Insights
Get a brief AI summary of your top financial changes
+15%
Balance Increase
Track
Invoice Status
Track paid, pending, and overdue invoices in one clean view
#002-12
Paid
Mira Studio
Monthly retainer
$1,200
#003-12
Overdue
Silver Desk
Brand identity package
$550
#003-12
Pending
Loft & Co
Web design and development
$1200
#003-12
Overdue
Silver Desk
Brand identity package
$550
#004-12
Paid
Silver Desk
Brand identity package
$550
Plan
Upcoming Bills
Identified from recurring tools
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
Plan
Upcoming Bills
Identified from recurring tools
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
$320
Design Tool
$220
Cloud Hosting
$18
Productivity
Protect
Anomaly Detection
Unusual charge caught early
Stripe fee spike
Now: $486
Avg: $120
Mark as expected
Built for Clarity
Financial insight, finally simple.
Connect your accounts once and watch everything update in real time. No spreadsheets, no exports, no waiting.
Built for Clarity
Financial insight, finally simple.
Connect your accounts once and watch everything update in real time. No spreadsheets, no exports, no waiting.
Built for Europe’s finance market.
Visibility
See all accounts, cards, and transactions in one unified view.
Forecasting
Know your runway and predict shortfalls before they hit.
Automation
Bills, invoices, and categorization handled without manual work.
Built for Europe’s finance market.
Visibility
See all accounts, cards, and transactions in one unified view.
Forecasting
Know your runway and predict shortfalls before they hit.
Automation
Bills, invoices, and categorization handled without manual work.
Pricing
Your smart finance assistant, starting free
Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.
Admin portal and configuration
Investor widget dashboard
Task-based interface
Role and rights environment
Account masquerading
End-to-end KYC & KYB orchestration
Investor classification
Dynamic onboarding journeys
Unlimited languages
Project lifecycle management
Repayment scheduling engine
White-label branding
Document e-signing
Regulatory rule engine
Application approval workflows
Governance structures
Multi-channel notification centre
Loan administration and calculation logic
Automated repayments into wallets
CRM and marketing tooling
Monetisation intake flows
Loan structuring engine
Real-time investment processing
Full audit trail
Admin portal and configuration
Investor widget dashboard
Task-based interface
Role and rights environment
Account masquerading
End-to-end KYC & KYB orchestration
Investor classification
Dynamic onboarding journeys
Unlimited languages
Project lifecycle management
Repayment scheduling engine
White-label branding
Document e-signing
Regulatory rule engine
Application approval workflows
Governance structures
Multi-channel notification centre
Loan administration and calculation logic
Automated repayments into wallets
CRM and marketing tooling
Monetisation intake flows
Loan structuring engine
Real-time investment processing
Full audit trail
Testimonials
Customer Spotlight
Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.
Atlas Labs
We used Makro to finally understand our cash position without spreadsheets. Forecasts that used to take hours now update automatically, and the insights helped us delay a hire and extend runway by months.
Founder & CEO
Alex Morgan
Automated operations
$150-250k
Built for regulation
Cashflow forecasting, expense control, runway planning
Northway Studio
We replaced our manual cash tracking with Makro in the first week. What used to live across multiple spreadsheets is now one clear source of truth. It changed how confident we feel making hiring and pricing decisions.
Founder & CEO
Daniel Reed
Automated operations
$80–120k
Built for regulation
Cashflow visibility, budget planning, decision support
Designed for scale and regulation
Fininly is built for regulated financial marketplaces operating across crowdfunding, alternative lending and digital investment environments. The platform combines operational flexibility with the infrastructure required for modern compliance and scalable growth.
ECSPR ready
Support regulated crowdfunding operations across the European market.
Automated operations
$200–350k
Built for regulation
Cashflow forecasting, risk prevention, runway monitoring
One platform. Every critical process connected.
Fininly replaces fragmented fintech tooling with one integrated infrastructure for onboarding, payments, workflows, compliance and investor management. Operate your marketplace through one connected ecosystem designed for regulated financial platforms.
Unified onboarding
Seamless investor onboarding, KYC and account activation in one flow.
Automated operations
Manage repayments, workflows and reconciliations without manual processes.
Built for regulation
Expense control, runway planning, financial clarity
Atlas Labs
We used Makro to finally understand our cash position without spreadsheets. Forecasts that used to take hours now update automatically, and the insights helped us delay a hire and extend runway by months.
Founder & CEO
Alex Morgan
Automated operations
$150-250k
Built for regulation
Cashflow forecasting, expense control, runway planning
Northway Studio
We replaced our manual cash tracking with Makro in the first week. What used to live across multiple spreadsheets is now one clear source of truth. It changed how confident we feel making hiring and pricing decisions.
Founder & CEO
Daniel Reed
Automated operations
$80–120k
Built for regulation
Cashflow visibility, budget planning, decision support
Designed for scale and regulation
Fininly is built for regulated financial marketplaces operating across crowdfunding, alternative lending and digital investment environments. The platform combines operational flexibility with the infrastructure required for modern compliance and scalable growth.
ECSPR ready
Support regulated crowdfunding operations across the European market.
Automated operations
$200–350k
Built for regulation
Cashflow forecasting, risk prevention, runway monitoring
One platform. Every critical process connected.
Fininly replaces fragmented fintech tooling with one integrated infrastructure for onboarding, payments, workflows, compliance and investor management. Operate your marketplace through one connected ecosystem designed for regulated financial platforms.
Unified onboarding
Seamless investor onboarding, KYC and account activation in one flow.
Automated operations
Manage repayments, workflows and reconciliations without manual processes.
Built for regulation
Expense control, runway planning, financial clarity
Testimonials
Customer Spotlight
Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.
Atlas Labs
We used Makro to finally understand our cash position without spreadsheets. Forecasts that used to take hours now update automatically, and the insights helped us delay a hire and extend runway by months.
Founder & CEO
Alex Morgan
Automated operations
$150-250k
Built for regulation
Cashflow forecasting, expense control, runway planning
Northway Studio
We replaced our manual cash tracking with Makro in the first week. What used to live across multiple spreadsheets is now one clear source of truth. It changed how confident we feel making hiring and pricing decisions.
Founder & CEO
Daniel Reed
Automated operations
$80–120k
Built for regulation
Cashflow visibility, budget planning, decision support
Designed for scale and regulation
Fininly is built for regulated financial marketplaces operating across crowdfunding, alternative lending and digital investment environments. The platform combines operational flexibility with the infrastructure required for modern compliance and scalable growth.
ECSPR ready
Support regulated crowdfunding operations across the European market.
Automated operations
$200–350k
Built for regulation
Cashflow forecasting, risk prevention, runway monitoring
One platform. Every critical process connected.
Fininly replaces fragmented fintech tooling with one integrated infrastructure for onboarding, payments, workflows, compliance and investor management. Operate your marketplace through one connected ecosystem designed for regulated financial platforms.
Unified onboarding
Seamless investor onboarding, KYC and account activation in one flow.
Automated operations
Manage repayments, workflows and reconciliations without manual processes.
Built for regulation
Expense control, runway planning, financial clarity
FAQ
We have the answers
Simple plans for founders and teams. No contracts, no hidden fees. Upgrade, downgrade, or cancel anytime.
General
Features
Onboarding & Setup
Hosting & security
What is Fininly?
Fininly is a white-label SaaS platform for regulated financial marketplaces, investment platforms and alternative finance providers.
Which markets does Fininly support?
Fininly is built for ECSPR, MiFID II and AIFMD-related financial platforms across Europe.
Is Fininly a white-label platform?
Yes. The platform can be fully customised to match your brand, workflows and operational structure.
Who typically uses Fininly?
Crowdfunding platforms, lending marketplaces, investment platforms, fund structures and regulated financial institutions.
Can Fininly support multiple countries?
Yes. Fininly supports multi-country operations, multiple languages and configurable compliance workflows.
Does Fininly replace our existing systems?
Fininly can operate as a full platform or integrate with selected third-party systems and providers.
Let's connect
Still have questions? We're here to help.
If you manage high transaction volumes, multiple projects, or require intelligent integrations, our team can tailor Fininly to your needs.
What is Fininly?
Fininly is a white-label SaaS platform for regulated financial marketplaces, investment platforms and alternative finance providers.
Which markets does Fininly support?
Fininly is built for ECSPR, MiFID II and AIFMD-related financial platforms across Europe.
Is Fininly a white-label platform?
Yes. The platform can be fully customised to match your brand, workflows and operational structure.
Who typically uses Fininly?
Crowdfunding platforms, lending marketplaces, investment platforms, fund structures and regulated financial institutions.
Can Fininly support multiple countries?
Yes. Fininly supports multi-country operations, multiple languages and configurable compliance workflows.
Does Fininly replace our existing systems?
Fininly can operate as a full platform or integrate with selected third-party systems and providers.
Let's connect
Still have questions? We're here to help.
If you manage high transaction volumes, multiple projects, or require intelligent integrations, our team can tailor Fininly to your needs.
General
General
Features
Onboarding & Setup
Hosting & security
Blog
Latest insights
Latest insights
Learn how to manage cash, risk, and growth without guesswork.
Learn how to manage cash, risk, and growth without guesswork.
