Finli for Financial Institutions

Unlock SMB Deposits &
Non-Interest Income

Unlock SMB Deposits &
Non-Interest Income

Retain small business clients with digital back office tools.

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

Small Business clients expect more
digital services from their bank.

Compete with Neobanks.

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.

Gather SMB Deposits

Allow clients to collect payments + settle directly into your financial institution. 

Increase Non-Interest Income

Offer a premium bundle to SMBs and expand account services.

Minimize Flight Risk

Leverage data insights to identify cross-sell opportunities + strengthen relationships.

Gather SMB Deposits

Allow clients to collect digital payments + settle directly into your financial institution.

Increase Non-Interest Income

Offer a premium business bundle to your small business customers.

Minimize Flight Risk

Leverage data insights to identify cross-sell opportunities + strengthen client relationships.

...and the business customers you serve.

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

Frictionless Onboarding

Clients are up and running in under 5 minutes. Implementation is seamless with our quick-start.

Digital Business Tools

Clients can manage everything from start-to-finish with our suite of tools built just for small businesses.

Data Safety + Security

Robust protection for complete peace of mind.

Frictionless Onboarding

Clients are up and running in under 5 minutes Implementation is seamless with our quick-start.

Digital Business Tools

Clients can manage everything from start-to-finish with Finli’s suite of tools built just for small businesses.

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 fees. Opt to pay credit card processing 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 fees. Opt to pay credit card processing 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. 

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