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Get paid for sessions without awkward money talks

Therapists and counselors would rather spend the hour on care than on collecting fees. Finli bills sessions on a schedule, keeps regular clients on autopay and settles every payment at your own bank or credit union.

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Dental practice dashboard with patient balances, payment plans and statements
A healthcare practices program in a sample institution’s brand. Sample data.

What gets in the way

Keep money out of the session

Automatic billing and reminders mean clinicians do not have to raise unpaid balances in the room.

Bill recurring and packaged sessions

Weekly clients, session packages and sliding-scale fees all need billing that matches the arrangement.

Pay contract clinicians cleanly

Group practices that work with contractors need tidy payment records and tax forms on file.

A week at A group counseling practice with a handful of licensed clinicians

  1. Weekly sessions billClients with standing appointments are billed on their schedule and pay on autopay.
  2. New client booksA new client pays an intake fee from a payment link sent by email.
  3. Late cancellationThe practice sends a cancellation fee invoice under its own written policy.
  4. Reminders runAutomatic reminders follow up on open balances so clinicians stay out of it.
  5. Contractor paidThe practice pays a contract clinician with Payouts, in early access, with W-9 on file.
  6. Deposits settleClient payments settle into the practice's account at its own bank or credit union.

Built for therapy practices

Recurring session billing

Bill standing appointments on a schedule, with clients paying automatically on autopay.

Discreet invoices

Use general descriptions such as 'professional services' so invoices show only what the practice chooses.

Automatic reminders

Email and text reminders follow up on open balances without staff or clinician involvement.

Pay-by Link for intakes and packages

Share a link so new clients can pay an intake fee or buy a package of sessions.

Client records and documents

Keep payment history and signed financial policies with each client record.

Contract clinician payoutsIn pilot

Pay contractors from practice checking, with W-9 collection and 1099 tracking.

For banks and credit unions

Therapy practices often start as solo or small group practices and grow by adding clinicians and space. Billing that settles client payments into accounts at your institution brings in the operating account early and positions you for lines of credit, business cards and expansion financing as the practice grows.

Where these businesses grow next

  • Business line of credit
  • Business credit card
  • Commercial real estate or leasehold financing

Finli bills and collects session fees the practice sets; it does not process insurance claims or store clinical notes.

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Common questions

Does Finli store clinical information?
No. Finli is a billing and payments tool. It is not built to hold clinical notes or records, and invoices can use general service descriptions. Insurance claims and clinical documentation stay in the practice's own systems.
Can clients pay automatically each week?
Yes. Recurring invoices and autopay let a client pay for standing sessions on a schedule by card or bank transfer, so payment never needs to come up during a session.
How do contract clinicians get paid?
Payouts, now in pilot, lets the practice pay contractors from its checking account. Each payee gets a secure claim link and chooses how to be paid. W-9s are collected and 1099 amounts are tracked in the software.

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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.

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