Finlee is a SaaS platform developed by HCM professionals for HCM professionals. Our technology enables you to manage your risk and rest assured every night knowing that you are holding the right amount of money for every client, every day. As the first and only SaaS product for the reconciliation of HCM client funds, Finlee integrates with any payroll engine, empowering you to reconcile and track funds by client and multiple ledgers. Finlee enables you to cut ties with cobbled together solutions that are difficult to manage and deplete your team of valuable time.

Find the difference with Finlee.

Features:

• Full Bank Reconciliation
• Manage Returns
• Create Positive Pay Files
• Automated Ledger Reconciliation
• Automated Subledger Reconciliation
• Workflow Management
• Dashboard
• Reporting

NEW FEATURE Introducing Positive Balance Subledger Reconciliation

This feature is intended for users who reconcile their Direct Deposit and Trust ledgers to a $0 balance. You may enable monitoring for either ledger—or both. When enabled, Finlee will notify you anytime a positive balance appears in the selected ledger(s). Click here or email support@rakedigital.com for more information.