September 26, 2024 @ 11:00 am (PT)

Invoice Builder Enhancements

Join the Finli Team for a demo of the latest invoice updates including advanced notification controls, processing fee settings, and enhanced customization.

Finli releases updates to the Invoice Builder Experience including advanced notification controls and additional customization.

Faster payments, lower fees, happier customers.
Finally, Finli.

Instantly send professional invoices, eliminate transaction fees, and grow your customer base. 

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"Using Finli has made our business so much easier to manage.

Every little bit of free time you have that’s not worrying about things is time you can spend on being creative about growing your business.”

Safe, secure, seamless

Let Finli mind your business for you. We keep payments safe and never share or sell your customer data.

KYC, KYB verification

Know that your customers are who they say they are with “Know Your Customer/Business” verification.

Transaction monitoring

Send and receive payments without fear of fraud with Finli’s always active transaction monitoring.

Bank-level encryption

Keep your business payments and customer info safe with 256-bit SSL data encryption.

Simple and affordable with no hidden fees​

Take your business to new heights with professional invoices and a digital suite of back-office tools.

¹ Option to pay 3% CC transaction fees or charge back to customers.

"I switched from Square to Finli during the pandemic.

It does more for me as a business. I am able to integrate customer profiles, invoicing, and payment processing all in one.”

As Featured In

More than just an invoicing platform

See how Finli stacks up against other platforms.

¹ No ACH convenience fees. Opt to pay credit card convenience fees or charge back to customers.

Frequently Asked Questions

If you’re a business operating with a U.S.-based bank account, you’re Finli material! As long as you can process ACH (bank-to-bank) payments, you’ll be good to go.

Our customers range from dog walkers to martial arts studios and everything in between, so as long as you meet the criterial above, you’ll be in good company.

Finli is a web-based platform, so no need to add a new app to the mix.

You can access all of Finli’s features on any mobile device or tablet by logging in to your portal using a mobile browser at portal.finli.com/login

Finli initiates an ACH transfer as soon as your customer makes a payment. The transfer process (from Finli to your bank account) typically takes 24-48 hours to initiate, so you should expect to receive funds 2-4 business days after your customer’s initial payment. The exact timing may vary based on financial institutions and the method by which your customer pays.

Absolutely – we’re always happy to chat! Contact us through the chatbot on the website, email us at support@finli.com, or call us during regular business hours at (866) 343-4654.

At Finli, we firmly believe that small businesses drive the economic success of their neighborhoods. That’s why we prioritize partnerships with community-minded banks, like credit unions, minority depository institutions (MDIs), and community development financial institutions (CDFIs). 

Learn more about partnering with Finli

Catch up on the latest finsights

Real customer success stories, expert business advice, and more.

Finli invoicing and digital payments

Faster payments, lower fees, happier customers. Finally, Finli.

Send professional invoices in minutes, eliminate ACH transaction fees, grow your customer base, and so much more. Build a better business with Finli.
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Next slide

As Featured In

"Using Finli has made our business so much easier to manage.​

Every little bit of free time you have that’s not worrying about things is time you can spend on being creative about growing your business.”

Safe, secure, seamless

Let Finli mind your business for you. We keep payments safe and never share or sell your customer data.

KYC, KYB verification

Know that your customers are who they say they are with “Know Your Customer/Business” verification.

Transaction monitoring

Send and receive payments without fear of fraud with always active transaction monitoring.

Bank-level data encryption

Keep payments and customer info safe with 256-bit SSL encryption.

Simple and affordable with no hidden fees

$39

Billed Monthly

¹ Option to pay 3% CC transaction fees or charge back to customers.

"I switched from Square to Finli during the pandemic.

It does more for me as a business. I am able to integrate customer profiles, invoicing, and payment processing all in one.”

More than just an invoicing platform

See how Finli stacks up against other platforms. Click the grid below to view it in full screen.
¹ No ACH transaction fees. Opt to pay credit card transaction fees or charge back to customers.

Frequently Asked Questions

If you’re a business operating with a U.S.-based bank account, you’re Finli material! As long as you can process ACH (bank-to-bank) payments, you’ll be good to go. Our customers range from dog walkers to martial arts studios and everything in between, so as long as you meet the criterial above, you’ll be in good company.

Finli is a web-based platform, so no need to add a new app to the mix.

You can access all of Finli’s features on any mobile device or tablet by logging in to your portal using a mobile browser at portal.finli.com/login

Finli initiates an ACH transfer as soon as your customer makes a payment. The transfer process (from Finli to your bank account) typically takes 24-48 hours to initiate, so you should expect to receive funds 2-4 business days after your customer’s initial payment. The exact timing may vary based on financial institutions and the method by which your customer pays.

Absolutely – we’re always happy to chat! Contact us through the chatbot on the website, email us at support@finli.com, or call us during regular business hours at (866) 343-4654.

At Finli, we firmly believe that small businesses drive the economic success of their neighborhoods. That’s why we prioritize partnerships with community-minded banks, like credit unions, minority depository institutions (MDIs), and community development financial institutions (CDFIs). 

Learn more about partnering with Finli