Finch

Integrations close deals. In Thoropass’s case, 10x ACV deals. Thoropass powers audits through automation, which depends on integrations. By partnering with Finch, the company expanded HRIS coverage to 28 systems, saving 4,500 engineering hours and $150K in sandbox fees along the way. That coverage has helped Thoropass close enterprise deals worth 10x their average ACV. “The success we had with Finch really changed our strategy. It made more sense to partner with domain experts, especially for long-tail integrations.” – James Fletcher, Product Manager 🔎 Read the full case study here: https://lnkd.in/e4eCQFnx

This month, we're celebrating Dan Cohen, MBA’s exceptional leadership and relentless drive to strengthen our operations. Dan led a full overhaul of our forecasting, qualification, and pipeline tracking systems while championing a data reporting initiative that will benefit every Finch team. He tackles complex problems with speed, humility, and his signature dry humor. His clear-eyed approach and steady execution make him an invaluable leader and teammate. Congratulations, Dan!

Most HR tech companies face the same dilemma: build complex integrations in-house, settle for manual CSV uploads, or find a solution that actually scales. PerkUp chose a different path—and the results speak for themselves. → 100+ hours of engineering time saved by choosing integration over building internally → Set-and-forget automation for work anniversaries, birthdays, and employee onboarding → Expanded TAM through long-tail HRIS coverage that competitors can't match PerkUp, a global swag management platform, needed seamless, reliable access to employee data to enable time-saving automation. With Finch, PerkUp was able to get up and running with HRIS integrations in a sprint and offer their customers a seamless syncing experience. 💡 Discover the exact framework PerkUp used to automate swag management, reduce support costs, and create stickier customer relationships without dedicating engineering resources to integration maintenance. Read the case study here: https://lnkd.in/eV-cvYzX

Quick recap of what the team at Finch accomplished in Q2: 📊 166% increase in active employers connected YoY 📈 80% decrease in authentication disruptions (affecting <0.5% of authentications) 🔨 Expanded provider coverage, improved reliability, and accelerated traction in the enterprise space Finch is unique in its focus on the employment ecosystem. Our customers need broad HR and payroll system coverage, granular payroll data access, and reliable connections to support mission-critical workflows. In Q2, we focused on connection stability, benefits support, and expanding our network of providers. Some highlights from the quarter: ▪️ Signed three Fortune 500 companies (two in the Fortune 100) ▪️ Made measurable improvements to network reliability  ▪️ Added support for six new providers and launched a new partnership with Sesame HR ▪️ Introduced Custom Branding to the Dashboard, allowing customers to customize the Finch Connect UI ▪️ Launched an integration with Relius for 401(k) recordkeepers ▪️ Improved Dashboard visibility and expanded data access features for developers using Finch Read the full recap: https://lnkd.in/etYPY2gE

💰 It’s selling season for R&D tax credit providers. The One Big Beautiful Bill Act just unlocked a massive opportunity and the winners will be those who deliver automated, data-driven solutions. Companies can now deduct R&D expenses immediately (instead of amortizing over 5 years) and claim retroactive credits from 2022–2024. But they only have this year to capture those benefits. The primary challenge is that platforms must automate documentation and calculations without placing a burden on clients by requiring manual uploads. 👀 Learn how two platforms automate R&D tax credit filings, improve accuracy, and maximize OBBBA savings through payroll integrations: https://lnkd.in/eypMmdDj ▪️ Arvo Tech uses Finch to pull real-time pay data: “Finch moves data instantly and accurately at scale… a proven, easy platform that saves time and creates accurate data.” ▪️ Neo.Tax scales with Finch across payroll systems: “We’ve taken advantage of Finch to support a range of providers.”

We’re hosting a happy hour with Justworks in NYC on September 9! We had a great time bringing industry folks together for dinner in San Francisco along with Gusto back in June. Now we’re doing it again, this time on the East Coast with another Finch partner, Justworks. Since it’s a happy hour, we have way more space this time around. If you’re in or adjacent to the employment sector, I’d love to see you in person. Just send me a DM for event details!

Workers are 15x more likely to save for retirement when they have access to a plan through their employer, but less than ¾ of Americans do. Our Head of Partnerships, Runae Lee, spoke with industry veteran Nevin Adams about the most pressing issue facing retirement savings today. His answer was both simple and profound: Not enough Americans have access to retirement plans at work. Technically, nothing prevents someone from opening an IRA at their local bank or online. But the reality is people simply don't do it. 🔹They don't know how. 🔹They're focused on other priorities. 🔹They don't even realize it's an option. 🔹The workplace makes all the difference. When retirement saving happens at work, it becomes easy, automatic, and accessible. The friction disappears. This insight reinforces why expanding workplace retirement plan access — especially to small businesses — remains one of the most impactful ways to improve America's retirement readiness. SECURE 2.0's automatic enrollment requirements and small business tax credits are steps in the right direction, but there's still work to be done. The path to better retirement outcomes requires making workplace plans available to more American workers, not just improving investment options or raising contribution limits.

🎨 Your brand, your way: that's the power of custom branding for Finch Connect. We just launched the ability to update your application’s display name and logo in Finch Connect directly from the Finch Dashboard. Finch Connect is where employers authorize the connection between their payroll system and your application. It's often their first real touchpoint with your platform, and first impressions matter. Custom branding helps you: → Build trust with employers → Create a seamless, professional experience → Reduce drop-off and increase conversion rates This feature is available to all plans and applies across your entire application ecosystem—production, sandbox, and development environments. When employers see familiar branding throughout the connection flow, drop-off rates decrease and conversion rates improve. It's the difference between a generic, institutional experience and one that feels like a natural extension of your product. Small details create big differences in user experience. Now your brand can be part of the story from the very first connection.

Rillet just made it a whole lot easier to understand people costs. Their new Payroll Benefits Breakouts feature leverages Finch to pull granular benefits data from select payroll providers directly into the platform. Rather than lumping payroll into a single line item in the ledger, Rillet is giving its customers total transparency, perfect for allocations, audits, and strategic planning. We are seeing a lot of innovation in the ERP space, and I’m excited that Finch is a small part of it.