Referral program

Get a free month of Finli when you refer another small business that signs up and is approved.

Know another small business that could use Finli? Refer them and get a month of Finli free.

Refer a business

1. In Finli, select Refer a Business in the left menu, or go to finli.com/refer-a-business.
2. Fill in the referral form.
3. Watch your email for confirmation that we received your referral.

Once the business you referred signs up and passes business verification, your next month of Finli is on us.

The referral program is for businesses that subscribe to Finli directly. If you use Finli through your bank, Refer a Business won't appear in your menu.

Not sure the business is a fit? See Is Finli right for my business?

Need help? Email support@finli.com.

Updated October 22, 2026