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Welcome to Financely

Financely is a financial management platform built for modern businesses. It connects everything from lead capture to invoice payment in a single workspace — without needing to stitch together multiple tools.

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What you can do with Financely

Invoices

Create professional invoices from custom templates, generate PDFs, and send them directly to clients.

Proposals

Build and send proposals manually or let AI generate them from your leads and product catalog.

Leads

Capture leads from your website via embeddable widgets or add them manually. Track them through your pipeline.

Integrations

Embed lead capture widgets on any website. Build multi-step forms and wire up automations.

Site Builder

Generate a branded website with AI or edit HTML directly. Deploy instantly.

Workflows

Automate actions when events happen — like sending a notification when an invoice is paid.

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How it all connects

The platform is designed so every piece flows into the next: 
Website visitor → Widget form submission
                → Lead created automatically
                → AI generates a proposal
                → You send it to the client
                → Client accepts
                → Convert to invoice
                → Invoice paid
                → Workflow fires (e.g. notify your team)
You can use just one part of this chain or all of it — Financely works either way.

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Next step

Get Started

Set up your workspace, invite your team, and create your first invoice in minutes.