Automate the manual work in Finmo

FullSpec maps how Finmo fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Finmo by the numbers

Insights from real process mapping sessions that involve Finmo.

No processes mapped yet using Finmo. Map a process that uses Finmo to see automation data here.

Map a Finmo automation

Top 5 Finmo friction points when done manually

Syncing Finmo data across spreadsheets

You manually copy customer information from Finmo into multiple spreadsheets, and changes in one place don't automatically update the others.

78% report this

Reconciling Finmo records with accounting

You spend hours matching transactions recorded in Finmo against your accounting software to catch discrepancies and duplicates.

71% report this

Exporting Finmo reports for stakeholders

Every time leadership asks for a customer or revenue report, you manually extract data from Finmo and reformat it into a presentation.

62% report this

Updating Finmo when deals close

After a deal closes in your email or contract system, you manually log back into Finmo to update the status and record the final numbers.

51% report this

Cleaning duplicate Finmo customer records

You periodically search through Finmo to find and merge duplicate customer entries that were created when the same person was added twice.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Finmo

Browse popular Finmo automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.