Saved payment methods
Add, change or remove the cards and bank accounts saved to your Finli account.
With a free Finli account, you can save cards and bank accounts so paying is quicker next time.
Add a payment method while paying
When you pay an invoice, choose a new card or bank account and follow the steps. If you're signed in, it's saved to your account.
Screenshot to add: the payment method list on an invoice with the option to add a new one
Manage saved payment methods
- Open My Settings, then the Payments tab.
- Under Payment Methods, select Add credit or debit card or Add bank account to add one.
- To remove one, open its menu and delete it.
If the payment method you remove is used for Autopay or scheduled payments, you can pick a replacement. If you don't, Autopay is turned off for those businesses and the scheduled payments are canceled, so you'll need to pay those invoices yourself.
Bank accounts are connected through Plaid. See Pay with your bank account.
How your bank details are protected
When you connect a bank through Plaid, you sign in with your bank, not with Finli. Neither Finli nor the business you pay sees your online banking password. Account details Finli needs to process payments are stored encrypted. Read more in Keeping your data safe and Plaid's privacy policy.
Need help? Email support@finli.com.
Updated October 22, 2026