What FINALLI does

FINALLI (legal entity Finalli SAS) is a French private company founded in 2016 and headquartered in Bordeaux, operating a phygital (physical + digital) platform that helps startups, SMEs, and R&D-active companies secure French public innovation funding. The company specializes in three core French tax mechanisms — Crédit d'Impôt Recherche (CIR), Crédit d'Impôt Innovation (CII), and Jeune Entreprise Innovante (JEI) status — plus Bpifrance, European, and regional subsidies, and has extended its product surface to include IP Box and Crédit Impôt Métiers d'Art (CIMA). Its proprietary SaaS platform (app.finalli.com) provides an online eligibility diagnostic, a CIR/CII/JEI simulator, automated dossier construction with official Cerfa form generation, and an in-house "Notre IA métier" AI assistant, complemented by human expert advisory. The company is founder-led by President Matthieu Bacquin and co-founder Simon, employs 40+ talents, operates 10 offices across France, serves 800+ client companies, claims a 99.4% dossier validation rate by the French tax administration, and has helped clients secure over €100M in innovation aids since inception.

FINALLI monetizes through three service tiers: fixed-fee FAST & SECURE engagements (€2,600 HT for CII, €2,900 HT for CIR) where clients self-serve via the platform with expert verification; custom SUR-MESURE (tailored) advisory priced per proposal with a 30-50% deposit; and optional phone accompaniment. Pricing is deliberately fixed-fee rather than percentage-of-credit, positioning the company 2x lower than traditional consulting firms. The go-to-market is hybrid product-led growth (free eligibility test and simulator as top-of-funnel) combined with inside sales (30-minute expert appointments booked via the website) and field presence through 10 French city offices. Marketing is content-driven, anchored on free white papers (CIR, CII, JEI, combined guides), SEO, client testimonials, and webinars targeting French SMBs searching for innovation financing.

The company raised its first disclosed external funding round in March 2024 (€1,618,657 from Crédit Agricole Aquitaine Expansion and GSO Innovation) and remains privately held with concentrated founder ownership, no subsidiaries, and no disclosed M&A activity. Operating status is active, with continued hiring, blog publishing, and client acquisition through 2026.

Name

FINALLI

Legal name

Finalli SAS

Website

https://finalli.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

FINALLI is a French SaaS-enabled advisory firm that helps startups and SMEs secure CIR, CII, JEI, and innovation subsidies through a phygital platform combining automated dossier generation with in-house expert review, serving 800+ clients across 10 French cities.

Ownership category

akta.pro rank

Product category

Innovation Tax Credit Advisory

NAICS

Professional, Scientific, and Technical Services (54), Computer Systems Design Services (541512)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372)

akta.pro primary industry

Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

Keywords

• Innovation tax credits
• R&D tax advisory
• CIR CII consulting
• Innovation funding
• Tax credit declaration

Headquarters

HQ city

Bordeaux

HQ country

France

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. CIR, CII, JEI Service Subscriptions (Forfait): Fixed-fee (forfait) service packages for credit d'impôt déclaration: CIR at 2,900€ HT and CII at 2,600€ HT. No percentage-of-credit pricing. Includes expert review, automated dossier preparation, and administrative support.
2. Custom Advisory (Offres Sur-Mesure): Tailored expert accompaniment for clients who want direct expert handling of their innovation financing dossier. Priced via custom commercial proposal and contract.
3. FAST & SECURE Shared-Task Model: Hybrid model where Finalli experts delimit the project and eligible expenses, then the client completes the process online with expert verification. Offers shared workload with reduced client time commitment.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

FINALLI provides fixed-fee SaaS-backed advisory services to help French startups, SMEs, and innovative companies obtain public innovation financing through CIR (Crédit d'Impôt Recherche), CII (Crédit d'Impôt Innovation), JEI (Jeune Entreprise Innovante) status, IP Box, CIMA, and subsidies. The offering combines a proprietary online platform with expert human review to automate tax credit calculations, generate compliant technical dossiers with official Cerfa forms, and coordinate multi-device innovation aid claims.

Product overview

FINALLI offers a phygital (physical+digital) platform combining SaaS software tools with human expert consultation to help startups, SMEs, and innovative companies obtain French innovation tax credits and subsidies. The core offering consists of the Finalli SaaS platform (which automates CIR/CII calculations and dossier building), complemented by eligibility diagnostics, a CIR/CII/JEI simulator, business AI tools, and expert-guided service tiers (FAST & SECURE for shared work, SUR-MESURE for full delegation). The company also provides educational white papers on CIR, CII, and JEI mechanisms. Services are priced with fixed fees (from €2,600 HT for CII and €2,900 HT for CIR) rather than percentage-based commissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Plateforme Finalli (SaaS) A cloud-based SaaS platform that automates the calculation of CIR (Crédit d'Impôt Recherche) and CII (Crédit d'Impôt Innovation) credits and guides users step-by-step through building compliant technical dossiers. Generates downloadable official Cerfa forms and supporting documents. Used by French startups and SMEs to self-serve innovation financing declarations with expert review.
• Diagnostic d'éligibilité en ligne (Online Eligibility Diagnostic) A free online eligibility test that determines within approximately 5 minutes whether a company qualifies for CIR, CII, JEI status, or subsidies, without commitment. Used by French startups and SMEs to self-assess innovation funding eligibility before engaging paid services.
• Simulateur CIR CII JEI A free online simulator that estimates in approximately 2 minutes the amounts of innovation aid a company can recover based on its R&D and innovation spending inputs, covering CIR, CII, and JEI mechanisms.
• FAST & SECURE A hybrid service model where FINALLI experts delimit the project scope and eligible expenses, the client completes procedures online via the Finalli platform, and FINALLI experts verify and validate the dossier. Includes expert support during tax administration audits. Targeted at clients who want a shared workload with reduced time commitment. Priced at EUR 2,900 HT for CIR declarations and EUR 2,600 HT for CII declarations.
• SUR-MESURE A full-service offering where FINALLI experts conduct a complete audit of the client's innovation project, collect necessary documents, perform the tax credit calculations, and deliver the complete dossier. Includes expert accompaniment during tax administration controls. Targeted at clients who want full delegation of their innovation financing dossier. Priced via custom commercial proposal and contract with a 30-50% HT deposit at order and balance due upon invoice.

Quantifiable outcome

• 99.4% dossier validation rate by the French tax administration across all handled CIR, CII, and JEI filings.
• +3 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• OVHminorOthersOVH serves as the web hosting provider for Finalli's websites (www.finalli.com and app.finalli.com), according to the legal conditions. SAS OVH, capital 10,174,560€, RCS Lille 424 761 419 00045, 2 rue Kellermann, 59100 Roubaix.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Leyton (France): International innovation-financing consultancy with a large French practice focused on CIR/CII/JEI advisory and subsidy support. Direct competitor to Finalli's core service offering, targeting the same startups and innovative SMEs with comparable fixed-fee and percentage-based pricing models.
• Ayming: European consulting firm specializing in innovation financing, R&D tax credits (CIR, CII), and public funding advisory. Ayming is one of the most established players in the French market and competes head-on with Finalli for innovative SMB clients.
• Galia Innovation: French consultancy focused on CIR, CII and JEI tax credit advisory for innovative companies. Targets the same SMB and mid-market customer base as Finalli with comparable expert-led service offerings.

Broad incumbents

• KPMG France: Big 4 firm operating a tax credit and innovation advisory practice that covers CIR, CII and JEI filings alongside broader corporate tax services. A broad incumbent whose SMB-downmarket moves would directly pressure Finalli's positioning.
• PwC France: Big 4 firm with a dedicated R&D and innovation tax credit practice serving French corporates and growth companies. Competes with Finalli at the upper end of the SMB market and for enterprise clients with R&D-heavy activities.
• Deloitte France: Big 4 firm providing R&D tax credit, innovation financing and grant advisory as part of its wider tax and consulting portfolio. Comparable to Finalli in service scope but broader in client mix and geography.
• EY France: Big 4 firm with a tax credit and innovation incentives practice addressing CIR/CII/JEI compliance and subsidy advisory. Operates as a broad incumbent in the same innovation-financing category as Finalli.

Others

• Bpifrance: French public investment bank that administers innovation subsidies and grants referenced across Finalli's offering. Not a direct competitor but a critical ecosystem partner whose programs define part of Finalli's addressable market.

Emerging players

• Pennylane: French SaaS accounting and financial management platform aimed at startups and SMBs. Competes for wallet share of the same innovative-company customer base but addresses broader accounting needs rather than tax credit specialization.
• Dougs: French online accounting and tax platform for entrepreneurs and small businesses. Overlaps with Finalli on the SMB customer segment and could expand into innovation tax credit support over time.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/finalli

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FINALLI