Retainers and project billing that run on schedule
Professional firms sell time and expertise, and billing for it often falls behind the work. Finli handles proposals, retainers and milestone invoices on autopay, with payments settling into your account at your own bank or credit union.
How money moves in professional services
- Proposal is sentA quote lays out scope and price, and the client approves it online.
- Work is billedApproved quotes become invoices, retainers or milestone bills.
- Clients pay on autopayRecurring clients pay by bank transfer or card without being asked each month.
- Contractors are paidPayouts, now in pilot, pays subcontractors from the firm's own account.
- Money settlesEvery Finli payment settles into the firm's verified account at its institution.
Programs in this family
Bookkeeping firms
Bookkeepers keep everyone else's books current, and their own billing often waits until the end of the month.
Agencies
Agencies front the work, pay their freelancers and then wait on the client.
Consultants
Independent consultants sell their time, so every hour spent on billing is an hour not billed.
For banks and credit unions
Professional firms tend to have recurring client revenue, few physical assets and uneven months between projects. Retainer and project payments that settle into accounts at your institution make that cash flow visible, which supports business lines of credit, business credit cards and savings or sweep products.
Talk about this programStart with a 30-minute conversation
Bring your questions about deposits, launch or a specific industry. A first call is for answering them — a full walkthrough for your wider team comes after, whenever you want it.