Connected Financial Solutions

ConnectedFi develops origination software for the commercial finance industry, and is an operating brand of Connected Financial Solutions. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Financial Services, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Connected Financial Solutions is based in Boulder, Colorado and founded in 2007. You can read more at connectedfi.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with Connected Financial Solutions, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.