Finli for Banks

Small business tools worth banking on

Finli’s invoicing and CRM platform bridges the gap between banks and small businesses — without coding or a costly integration fee.

Lift your bank stack

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A win-win for community banks credit unions MDIs CDFIs

Build trust with small business clients, backed by real-time data.

No-code implementation

Finli’s no-code invoicing platform means quick and easy implementation without costly integration fees.

Tap into data insights

Gain better visibility into SMB customers’ financial health, so you can make more informed lending decisions.

Secure more sticky deposits

With Finli’s instant invoicing, small business customers get paid and deposit funds faster than ever.

...and the small businesses they serve.

Offer business owners more financial tools and watch them grow with Finli.

Complete your SMB suite

Give small business customers the tools they need to succeed with Finli’s all-in-one CRM and invoicing platform.

Say goodbye to ACH fees

Offer secure ACH payments without fees. Plus, SMBs can opt to charge credit card fees back to their customers. ¹

Build better relationships

Help local SMBs grow their customer base with Finli’s streamlined CRM and communication tools.

Backed by best-in-class security and support

  • Build trust & lasting relationships with SMB clients
  • Enjoy a dedicated, direct line to Finli Support
  • Plus, quarterly support webinars for your team

Plus, small businesses enjoy:

  • KYC, KYB verification of their customers
  • Transaction monitoring for all Finli payments
  • Ongoing financial literacy training

"Using Finli has made our business so much easier to manage.​

Every little bit of free time you have that’s not worrying about things is time you can spend on being creative about growing your business.”
Richard Owner, Fitness Studio
  • Freelancers
  • Martial Arts Studios
  • Coaches
  • CPAs
  • Graphic Designers
  • Pet Care
  • Home Services
  • Landscapers
  • Fitness Studios
  • Tutors
  • After-School Programs
  • Dog Walkers
  • Caregivers

Catch up on the latest finsights

Real customer success stories, expert business advice, and more.

More articles

Finli for Banks

Small business tools worth banking on

Finli’s invoicing and CRM platform bridges the gap between banks and small businesses — without coding or a costly integration fee.
Lift your bank stack

A win-win for community banks credit unions MDIs and CDFIs

Build trust with small business clients, backed by real-time data.

No-code implementation

Finli’s no-code invoicing platform means quick and easy implementation without costly integration fees.

Tap into data insights

Gain better visibility into SMB customers’ financial health, so you can make more informed lending decisions.

Secure more sticky deposits

With Finli’s instant invoicing, SMB customers get paid and deposit funds faster than ever.

and the small businesses they serve.

Offer business owners more financial tools and watch them grow with Finli.

Complete your SMB suite

Give small business customers the tools they need to succeed with Finli’s all-in-one CRM and invoicing platform.

Say goodbye to ACH fees

Offer secure ACH payments without fees. Plus, Finli SMBs can opt to charge credit card fees back to their customers. ¹

Build better relationships

Help local SMBs grow their customer base with Finli’s streamlined CRM and communication tools.

Backed by best-in-class security and support

  • Build trust & lasting relationships with SMB clients
  • Dedicated line to Finli Support
  • Quarterly team support webinars

Plus, small businesses enjoy:

  • KYC, KYB verification
  • Transaction monitoring
  • Ongoing financial literacy training

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

Every little bit of free time you have that’s not worrying about things is time you can spend on being creative about growing your business.”
Richard Owner, Fitness Studio

Catch up on the latest finsights

Real customer success stories, expert business advice, and more.
More articles
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