Attract and Build Relationships with your SMB Clients

Finli is an integrated receivables and back-office platform designed to help financial institutions deepen relationships + grow core deposits.

Attract and Build Relationships with your SMB Clients

Finli is an integrated receivables and back-office platform designed to help financial institutions deepen relationships + grow core deposits.

Small businesses are the heart of the economy—and financial institutions.

33.2 million

small businesses exist in the United States.

$150 billion

in annual revenue for the U.S. banking industry comes from SMBs.

99.99%

of all firms in the U.S. are small businesses.

Small businesses are the heart of the economy - and financial institutions.

33.2 million

small businesses exist in the United States.

$150 billion

in annual revenue for the U.S. banking industry comes from SMBs.

99.99%

of all firms in the U.S. are small businesses.

Finli is a win-win for banks credit unions MDIs CDFIs

...and the small businesses you serve.

Attract and Retain Businesses

Win over business owners by solving their most pressing challenges with innovative digital solutions.

Help them:

  • Collect Payments from Customers
  • Streamline Business Operations
  • Manage Customer Data + Relationships

Differentiate Your Institution

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

  • White-labeled Solutions
  • Embedded within Digital Banking

Grow Core Deposits

Stop deposit leakage. Consolidate scattered SMB deposits back into your institution. 
 
  • Equip businesses with secure, digital payments
  • Settle receivables directly into your FI
  • Increase your share of wallet

Finli is a win-win for banks credit unions MDIs CDFIs

...and the small businesses you serve.

Attract and Retain Businesses

Win over business owners by solving their most pressing challenges with innovative digital solutions.

Help them:

  • Collect Payments from Customers
  • Streamline Business Operations
  • Manage Customer Data + Relationships

Differentiate Your Institution

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

  • White-labeled Solutions
  • Embedded within Digital Banking

Grow Core Deposits

Stop deposit leakage. Consolidate scattered SMB deposits back into your institution. 
 
  • Equip businesses with secure, digital payments
  • Settle receivables directly into your FI
  • Increase your share of wallet

Delivered to SMBs in their preferred environment.

Easily launch white-labeled business services with Finli’s turn-key implementation options.

Partnered with

Delivered to SMBs in their preferred environment.

Easily launch white-labeled business services with Finli’s turn-key implementation options.

Partnered with

"My father struggled to enter the U.S. banking system.

I built Finli to change that. We're all about empowering small business owners with the financial tools they need to be successful.”
Lori Shao
Founder, CEO of Finli

"My father struggled to enter the U.S. banking system.

I built Finli to change that. We're all about empowering small business owners with the financial tools they need to be successful.”
Lori Shao
Founder, CEO of Finli

Security financial institutions trust

+ small businesses depend on.

SOC 2 Type II Certified

Finli meets rigorous standards for data security, availability, and confidentiality.

All payment transactions and customer data stay protected.

Payments and customer info stay safe with 256-bit SSL data encryption.

Finli conducts verification on all new businesses using our platform.

Always active transaction monitoring ensures businesses can receive payments without fear of fraud.

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Security financial institutions trust

+ small businesses depend on.

SOC 2 Type II Certified

Finli meets rigorous standards for data security, availability, and confidentiality.

All payment transactions and customer data stay protected.

Payments and customer info stay safe with 256-bit SSL data encryption.

Finli conducts verification on all new businesses using our platform.

Always active transaction monitoring ensures businesses can receive payments without fear of fraud.

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Unmatched value for your FI + SMBs.

See how Finli stacks up against other platforms.

Finli vs. Competitors Comparison Chart

¹ Option to pay credit card processing fees or charge back to customers.

“It took 3 minutes to send my first invoice with Finli.

I needed a secure way for my clients to pay me on a recurring basis. I tried Finli and it's been a really easy platform to work with."

Let's elevate your FI's performance and growth.

With Finli, your FI can…

  • Attract and retain customer relationships
  • Identify new revenue opportunities
  • Grow core business deposits

Let's elevate your FI's performance and growth.

With Finli, your FI can…

  • Attract and retain customer relationships
  • Identify new revenue opportunities
  • Grow core business deposits