You can't hire a product team. You don't have to.

You're competing for the same business clients as institutions many times your size. Your advantage is that you answer the phone and you know the market. Your gap is the software those businesses use every day. Finli closes the gap without a build, a core conversion or a product hire.

Talk to our team How the platform works

A community bank's view of its live industry programs, enrolled businesses and payments settling at the bank

portfolio.abcbusinessbank.example

ABC

ABC Business Bank

Create PortfolioProgramsSignalsBusinessesImpactTeam

Business banking · ABC Business BankOwner

ABCABC Business BankPowered by Finli

Live programs

Industry programs your business clients use

Programs live6Of 8 families

Businesses enrolled286+31 this quarter

Payments settled here, 90 days$18.4MUp 22%

ProgramsBusinesses

Trades and field servicesLandscaping, HVAC, contractors

94Live

Property servicesProperty and HOA management

51Live

NonprofitsFaith-based, associations

38Live

Healthcare practicesDental, medical, therapy

0Draft

This quarter

Trades grew fastest

27 new landscaping and HVAC businesses joined after the spring education series.

Your programs, your brand. Sample institution and data.

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.

CRA consideration

Free tools and financial-literacy programming across your assessment area, documented as a by-product of the tools themselves. Finli does not guarantee CRA credit; your examiner decides what counts.

The relationship you already have is the asset

Larger institutions can buy attention. What they can't easily buy is a banker who knows the owner's name and the season their revenue turns. Finli gives you something to put in that owner's hands on a Tuesday morning, so the relationship shows up in their workflow and not only in their account statement.

A standalone white-labeled site can give your business clients ACH debit and card processing in five business days, with no integration work on your side. Most institutions start there and stay there. Q2 and Jack Henry integrations are available when you want single sign-on.

What matters most here

Operating deposits that stay

Payments collected through Finli settle into your accounts.

Community impact, documented

Education delivered under your name. May support CRA consideration; your examiner decides.

New business clients

Every payer and payee can be invited to bank with you.

Clients who don't outgrow you

From a one-person business to a commercial relationship.

Common questions

How small a bank can use this?

Institutions start with one or two segments rather than the whole book, so the work scales to the team you have. We'll size a proposal to your business client base.

Does this require a core conversion?

No. Finli runs alongside your core, either as a standalone branded site or embedded in digital banking.

Who supports the businesses?

Finli does. Your team keeps the relationship; we answer the how-do-I questions.

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.

Talk to our team