Give your clients a digital back office.
Finli provides payment collection, invoicing, communication + inventory management tools, and more to power SMBs.
Effortlessly manage and reconcile your client’s finances within one easy-to-use system.
Ensure timely reminders and efficient processing, allowing your clients to focus on growing their business.
View and manage a client’s invoicing and billing with just a few clicks. Avoid the headaches of checks + cash payments.
Easily and automatically reconcile transactions with your client’s QuickBooks account.
Give clients they tools they need to strategically manage business finances.
Give clients the ability to easily process digital payments through a secure link.
Enhance predictability and ease by allowing automatic deductions and scheduling future payments.
Ensure hassle-free record keeping with a system for storing payments and customer data.
Real customer success stories, expert business advice, and more.