Case Studies
Customer Spotlight: Bear Mill Estate Saves Time & Improves Customer Experience with Finli
The new owners of Bear Mill Estate started to use Finli after buying the business, drawn to its ease of
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.
The new owners of Bear Mill Estate started to use Finli after buying the business, drawn to its ease of
For most small business owners, getting paid quickly and on time is one of the most important yet difficult parts
• Share the Finli love with your network, and you’ll each get a free month!
• Refunds can now be
Financial Institutions can now provide Finli, a digital back office platform for small businesses, to customers through Q2’s Digital Banking
Devil Dog Martial Arts was founded by former Marine Greg Koval in 2012 in Cleveland, Ohio. Teaching under the umbrella
• Quote and Invoice timelines make it easy to see when customers have viewed your invoices, changes were made, and
What is a quote management software? Quote management software is a digital tool or system designed to automate and streamline
Does your business spend hours sending the same invoices week after week to repeat customers? Or offer a subscription product
What is Inventory Management? Inventory management is the process of tracking and optimizing the physical stock levels of items your
• Finli’s integration with Quickbooks is finally live! Easily and automatically sync customers, invoices and payments.
• Send and store Digital
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.
The new owners of Bear Mill Estate started to use Finli after buying the business, drawn to its ease of use and the payment options it allows them to offer to customers. Here’s their story.
For most small business owners, getting paid quickly and on time is one of the
• Share the Finli love with your network, and you’ll each get a free month!
• Refunds can now be initiated from within the Finli Dashboard while payments are still in progress. No more waiting, no more delays.
• Get notified about new features from right inside your dashboard – check out What’s New!
Financial Institutions can now provide Finli, a digital back office platform for small businesses, to customers through Q2’s Digital Banking Platform
Devil Dog Martial Arts was founded by former Marine Greg Koval in 2012 in Cleveland,
• Quote and Invoice timelines make it easy to see when customers have viewed your invoices, changes were made, and statuses have updated.
• Make informed decisions about follow-up and understand customer engagement.
• No more uncertainty; know precisely where your documents stand and when they capture your customer’s attention.
What is a quote management software? Quote management software is a digital tool or system
Does your business spend hours sending the same invoices week after week to repeat customers?
What is Inventory Management? Inventory management is the process of tracking and optimizing the physical
• Finli’s integration with Quickbooks is finally live! Easily and automatically sync customers, invoices and payments.
• Send and store Digital Receipts as soon as customers successfully complete payment on an invoice.
• Invoices are now automatically numbered and say hello to a new Navigation Bar!
