Finley is an AI-powered financial coach that helps employees make smarter financial decisions every day.
Instead of relying on budgeting tools, workshops, or generic advice, Finley analyzes a person’s real financial life, including spending patterns, cash flow, and benefits, then surfaces proactive insights before problems occur.
Employees simply connect their accounts, and Finley reads transaction history to understand how their money works. From there, Finley predicts future cash flow, identifies opportunities like unused 401(k) matching, and alerts users before issues like overdrafts or cash shortfalls.
The experience is conversational and always available. Employees can ask financial questions anytime and receive guidance personalized to their financial situation, no manual budgeting required.
For employers, Finley reduces financial stress, one of the biggest drivers of lost productivity and turnover. Financial stress costs organizations $5,000–$15,000 per employee per year, yet traditional financial wellness programs see low engagement.
Finley changes that by delivering proactive, personalized financial coaching employees actually use. The result: more financially confident employees, reduced HR burden, and teams that are more productive, engaged, and likely to stay.
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