Run Your Center on One Platform
You already do the hard work of getting businesses ready. Fiinsyt gives you the technology to do it at scale — from intake and counseling to packaging and compliance.
The Challenges You Know Too Well
SBDCs, SCORE chapters, CDFIs, chambers of commerce, and EDOs share a common set of operational friction.
Manual TABLE 5 Reporting
Hours of spreadsheet consolidation every quarter. Data lives in different systems. One missed field means rework.
Fragmented Client Tracking
Intake in one system, counseling notes in another, events in a third. No single view of the borrower journey.
Disconnected Tool Stacks
Five to ten tools stitched together — Neoserra, Salesforce, Eventbrite, spreadsheets, email. None of them talk to each other.
Compliance Burden
Government reporting consumes staff time that should go to client service. Every funder wants a different format.
How Fiinsyt Solves It
One platform replaces your fragmented tool stack. Every client, every session, every milestone — tracked and connected.
Intake to Funding on One Platform
Every client interaction — intake, assessment, counseling sessions, SMART goals, document collection, events, referrals — captured in one workflow. No more re-entering data across systems.
Explore The CompassAutomated TABLE 5 & Compliance
TABLE 5 data generates from live platform activity. SBA Nexus auto-reporting. Multi-format compliance exports (IDIS, AMIS, Nexus, SSBCI) without manual spreadsheet assembly.
See Compliance FeaturesLoan Packaging in Days
When clients are loan-ready, their verified data flows directly into loan packaging. Automated data collection via Plaid and Codat replaces manual gathering. Packets assemble in days, not weeks.
Learn About PackagingLending Facilitation
For operators who also lend, the Lending Platform provides underwriting workspace, pipeline management, and portfolio monitoring — all connected to The Compass borrower data.
View Lending PlatformThe Numbers That Matter
*Based on platform design goals and industry benchmarks. Individual results vary.
Modules for Operators
Build your stack from standalone modules. Start with The Compass and add as you grow.
The Compass
Borrower readiness engine — intake, Fiinsyt Score, SMART goals, marketplace, events, TABLE 5
Learn moreLoan Packaging
Packet assembly, document collection, financial spreading, Deal Flow submission
Learn moreNetwork Admin
Multi-center governance, benchmarking, aggregate compliance (for lead centers)
Learn more