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Finagraph Picks Up Investment from Moody’s

Updated: Jul 23, 2020

The small business intelligence and analytics platform Finagraph has earned an investment from Moody’s, giving the rating service and research firm a minority stake in the Seattle-area company.

According to Mark Almeida, President of Moody’s Analytics, the investment is based on the company’s desire to help FIs that lend to SMEs.  Almeida explained:

“Finagraph’s technology and insight into small business financials enable us to accelerate our efforts to transform the way lenders interact with small businesses, helping bankers make better, faster lending decisions for the growing SME market.”

Pictured (left to right): CEO James Walter and VP of Sales Corey Ross demonstrating their platform at FinovateSpring 2013 in San Francisco (as BBC Easy).

Known as BBC Easy when it demonstrated its technology at FinovateSpring 2013, Finagraph provides business owners with tools that help them see trends in working capital, find hidden cash, and monitor risk indicators like declining cash or a rising expenses vs revenues ratio.

Finagraph’s Financial Dashboard plays well with accounting systems such as Xero and QuickBooks and, as of mid-February, is now available for free. Finagraph also offers financial skills training through its Finagraph Academy, and courtesy of its new relationship with Moody’s, Finagraph will provide business credit scores based on Moody’s Analytics Risk Quality or MARQ.

Finagraph was founded in 2010 and is headquartered in Seattle, Washington. The amount of Moody’s investment was not disclosed. The company will gain a seat on Finagraph’s board of directors are part of the deal.



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US-based Finagraph specializes in real-time financial data collection and analysis from popular accounting systems (QuickBooks, Xero, Sage, Microsoft Dynamics and more) to drive business intelligence solutions for lenders, accountants and businesses.

Finagraph has a 10-year history of building innovative financial tools, APIs as well as turnkey solutions to some of the largest financial services providers in the world.  Commercial SaaS solutions include Strongbox, CashFlowTool, and TaxReader.

Financial Intelligence on Demand

(206) 922-4502

15500 SE 30th Pl Suite 101, Bellevue, WA 98007

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