Expanded Digital Services
Differentiate Your Financial Institution
Offer businesses advanced, trusted financial tools in your institution’s brand and native environment.
Offer businesses advanced, trusted financial tools in your institution’s brand and native environment.
Offer businesses advanced, trusted financial tools in your institution’s brand and native environment.
Business owners cobble together solutions that cost an average of $340/month.
Business owners cobble together solutions costing an average of $340/month.
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.
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.
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.
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.
With Finli, your FI can…
With Finli, your FI can…