Jack Henry + Finli

Invoicing + CRM tools embedded
in Banno

Deliver the Finli suite of tools through an integration with Banno + Silverlake.

Increase Deposits & Non-interest Income

Business banking depositors are expecting more than just account services from their bank. Increase deposits and non-interest income by giving your clients a digital back office powered by Finli.

The integration with Jack Henry will allow banks and credit unions to deliver Finli’s solution directly to business banking clients. 

All-in-one solution for small business

Instant Invoicing

Digital Payment + AutoPay

Inventory Management

CRM + Communications

Quote Management

Instant Invoicing

Digital Payment System

Recurring Invoices + Autopay

Inventory Management

CRM + Communications​

Quote Management

A Seamless Path to Integrated Invoicing and Payments

Partner with Finli

Assess which Finli partnership package makes the most sense for your organization.

Configure App

Decide how you’d like your customers to experience Finli within their Digital Banking Experience.

Launch Services

Partner with Finli to market your expanded account services to business clients + go live! 

Partner with Finli

Before launching Finli’s integration through Jack Henry, you’ll first need to become a Finli Partner!

Review Finli's Solutions for Small Businesses.

As a refresher,  Finli provides SMBs with digital tools including invoicing, inventory management, digital payment collection, CRM, communications, and quote management.

Determine which Partnership Options fit your bank.

Finli partners with all different size banks in the way that suits them best. We offer white and gray labeling options, can grant access a banker portal for tailored insights, and have various tiers for the businesses your bank supports.

Configure App

Finli’s Jack Henry integration can be customized to meet your needs and preferences. 

Determine your configuration preferences.

Work with the Finli team to make important selections about how our app is displayed in your digital banking platform and connects with your existing systems.

Go Live!

After testing, if everything looks ready to go, Jack Henry and Finli will deploy the application to your banking clients.

Market Finli to your Business Clients.

Alongside an in app launch, make sure to announce your new business banking services to your clients:

  • Add Invoices + CRM as a Business Banking Service to your website. 
  • Share news of your expanded services on social media and via press release.
  • Send out emails to existing clients to bring them onboard!

Stay up-to-date on new features.

Finli is constantly building new features for our small business customers – so you don’t have to! Check out our Product Release Notes for all the details.

See How Finli Works for Your Customers

Custom integration configurations and branding are available upon request.