Finli for banks

Finli for Financial Institutions

Increase Deposits &
Non-Interest Income

Increase Deposits & Non-Interest Income

Give your business customers a digital back office. 

Finli provides payment collection, invoicing, communication + inventory management tools, and more to power SMBs.

Business banking depositors are expecting
more than just account services from their bank

Stop deposit leakage.

Offer business clients a digital back office powered by Finli:

Finli for banks

A win-win for community banks      credit unions MDIs CDFIs

A win-win for banks credit unions MDIs CDFIs

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

Increase Non-Interest Income

Offer a premium business bundle to your small business customers.

Minimize SMB Flight Risk

Grow your deposits by increasing business customer retention. 

Protect Customer Relationships

Leverage data insights to identify cross-sell opportunities.

Increase Non-fee Income

Offer a premium business bundle to your small business customers.

Minimize SMB Flight Risk

Grow your deposits by increasing business customer retention. 

Protect Customer Relationships

Leverage data insights to identify cross-sell opportunities.

...and the business customers you serve.

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

Frictionless Onboarding

Accelerate fee income with quick + easy customer onboarding. 

Digital Business Tools

Unlock valuable data insights about your business customers.

Data Safety + Security

Robust protection for complete peace of mind.

Frictionless Onboarding

Accelerate fee income with quick + easy customer onboarding. 

Digital Business Tools

Unlock valuable data insights about your business customers.

Data Safety + Security

Robust protection for complete peace of mind.

Quick Start Integrations

Cohesive White-Labeled Experience

Backed by best-in-class security and support

More than just an invoicing platform

See how Finli stacks up against other platforms.

Finli vs Autobooks vs Mineraltree vs Bill.com vs Quickbooks

¹ No ACH convenience fees. Opt to pay credit card convenience fees or charge back to customers.

More than just an invoicing platform

See how Finli stacks up against other platforms. Click the grid below to view it in full screen.

¹ No ACH convenience fees. Opt to pay credit card convenience fees or charge back to customers.

Finli testimonial 1

"Finli helped me double my revenue without hiring any additional staff.

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.”

See how financial institutions use Finli

Check out the video below for a quick demonstration of our platform. 

Catch up on the latest finsights

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

Catch up on the latest finsights

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