Spend your time consulting, not collecting
Independent consultants sell their time, so every hour spent on billing is an hour not billed. Finli handles proposals, retainers and reminders, and settles every payment at your own bank or credit union.
What gets in the way
Look established from day one
Branded quotes and invoices help a solo practice present like a firm.
Smooth out uneven months
Retainers on autopay add predictable income between project engagements.
Stop sending reminder emails
Automatic reminders take the awkward follow-up off the consultant's plate.
A week at A solo operations consultant working with a few clients at a time
- Proposal sentA prospect receives a quote for a six-week engagement and approves it online.
- First invoice outThe approved quote becomes the first invoice, paid by bank transfer.
- Advisory retainerAn ongoing advisory client pays a monthly retainer on autopay.
- Workshop linkA link is shared for a paid workshop, and attendees pay by card or Apple Pay.
- Reminder handledAn overdue invoice gets an automatic reminder by email and text.
- Funds settleEvery payment settles into the consultant's account at their own institution.
Built for consultants
Professional quotes and invoices
Send clear, itemized proposals and invoices that clients can approve and pay online.
Advisory retainers on autopay
Bill monthly retainers automatically by bank transfer or card.
Pay-by Link for workshops
Share a payment link for workshops, assessments or one-off sessions.
Automatic reminders
Email and text reminders follow up on unpaid invoices.
Client records
Keep engagement letters, invoices and payment history together for each client.
Pay subcontractorsIn pilot
Pay specialists you bring onto a project, with W-9 collection and 1099 tracking.
For banks and credit unions
Consultants are often new or solo businesses with uneven income and personal and business money still mixed. Giving them invoicing in your brand brings the business account to you early, and their payment history supports the cards and credit lines they will need as they grow.
Where these businesses grow next
- Business credit card
- Business line of credit
- Business savings account
Finli tracks 1099 amounts and collects W-9s for payees; it does not provide tax or legal advice.
Talk to our teamCommon questions
Do I need a business bank account to use Finli?
Can I bill by retainer and by project?
What does it cost my clients to pay?
More in professional services
Finli is offered through your financial institution
Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.