Technical assistance that keeps working after the session.
You often meet owners after a bank has said no, with records in a shoebox. Coaching helps on the day. What changes the outcome is whether the business has somewhere to put that coaching into practice the next morning.
What your institution gets
The back office, in your brand
Quotes, invoices, payments, autopay, customers, products and books in one portal carrying your name. Payouts is coming soon. The business never sees Finli.
Diligence before you ask for it
The Trust Center holds the SOC 2 Type II report, 16 policies and 78 controls, so your vendor review starts from evidence instead of a questionnaire.
Readiness before underwriting
Quotes, invoices and collections produce the records an application needs, and give you AR ageing months before a financial statement would.
Readiness you can see, not just report
When a borrower invoices and gets paid through your branded platform, the record builds itself. At application time the question shifts from what the owner remembers to what the activity shows.
Finli doesn't lend, score or make decisions about credit. Your organization stays in charge of every lending decision.
What matters most here
Common questions
Does Finli lend money?
We aren't a depository. Where do borrower payments go?
Can a bank partner sponsor this for our borrowers?
Start 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.