Expanded Digital Services

Differentiate Your Financial Institution

Offer businesses advanced, trusted financial tools in your institution’s brand and native environment.

Expanded Digital Services​

Differentiate Your Financial Institution​

Offer businesses advanced, trusted financial tools in your institution’s brand and native environment.

Are you addressing the biggest issues
keeping your SMB clients up at night?

14 hours / week

SMB operators spend 14 hours a week on admin tasks like collecting payments.

$340 / month

Business owners cobble together solutions that cost an average of $340/month.

Are you addressing the biggest issues
keeping your SMB clients up at night?

14 hours / week

SMB operators spend 14 hours a week on admin tasks like collecting payments.

$340 / month

Business owners cobble together solutions costing an average of $340/month.

Finli delivers the solutions your FI won't build,
but your businesses need.

Professional Invoicing

Offer businesses an easy way to send online invoices with automatic reminders and email + SMS notifications.

Digital Payment Processing

Empower businesses to collect payments online, bypassing costly processing fees or the need for Point of Sale systems.

Quote Management

Enable businesses to offer quotes, confirm pricing, and easily convert them into invoices.

AutoPay Options

Customers of SMBs can automatically process payments for outstanding invoices from your business clients.

Inventory Tracking

Provide businesses with tools to monitor inventory and receive automatic restock alerts from Finli.

CRM + Communications

Equip businesses with a centralized platform for managing contacts, payment history, and key documents.

Finli delivers the solutions your FI won't build,
but your businesses need.

Professional Invoicing

Offer businesses an easy way to send online invoices with automatic reminders and email + SMS notifications.

Digital Payment Processing

Empower businesses to collect payments online, bypassing costly processing fees or the need for Point of Sale systems.

Quote Management

Enable businesses to offer quotes, confirm pricing, and easily convert them into invoices.

AutoPay Options

Customers of SMBs can automatically process payments for outstanding invoices from your business clients.

Inventory Tracking

Provide businesses with tools to monitor inventory and receive automatic restock alerts from Finli.

CRM + Communications

Equip businesses with a centralized platform for managing contacts, payment history, and key documents.

Available to customers in the
environment they prefer.

Standalone White-labeled Page

Simply create a landing page and offer a white-labeled version of Finli to your clients.

Embedded within Digital Banking

Give clients the ability to log into Finli from within their mobile or online banking experience.

Available to customers in the
environment they prefer.

Standalone White-labeled Page

Simply create a landing page and offer a white-labeled version of Finli to your clients.

Embedded within Digital Banking

Give clients the ability to log into Finli from within their mobile or online banking experience.

Finli is your SMB-obsessed dev team that helps you support clients with all their financial needs.

Finli is your SMB-obsessed dev team that helps you support clients with all their financial needs.

Ready to support SMBs with the tools they need to succeed?

With Finli, your FI can…

  • Stand out from competitors
  • Offer innovative SMB solutions
  • Support clients through their

    toughest business challenges

Ready to support SMBs with the tools they need to succeed?

With Finli, your FI can…

  • Stand out from competitors
  • Offer innovative SMB solutions
  • Support clients through their

    toughest business challenges