MoFi is a mission-driven lender that provides financing and consulting services to
businesses, entrepreneurs, and real estate developers who are unable to access
traditional financing. The people they help build businesses, revitalize neighborhoods,
and strengthen communities across the Rocky Mountain West. Their work spans 35
years, six states, and thousands of businesses.
Demographics
- Industry | Financial Services
- Headquarters | Missoula, MT
- Founded | 1989
- Employees | 88
- Existing ERP | MIP
- Other Systems | Salesforce, Concur, Excel, ADP, First Security Bank of Missoula,
First Interstate Bank, Nortridge
NetSuite Solution
- NetSuite | Non-Profit
- Modules | GL, AP, AR, Grant Management
- Interfaces | Banking, ADP, Salesforce, Nortridge, AvidXchange
Sales Team
- NetSuite | Hannah Lerner
- Caravel | Kelly Gonyea
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | MoFi will deploy NetSuite in a single phase with core functionality and NSPB going live in month four.
