Business members deserve what your consumer members already get.
Member experience is the reason people choose you. Business members often get a thinner version of it: an account, a debit card and a referral to somewhere else for everything that actually runs their business. Finli lets you close that gap in your own brand.
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.
Member business growth
Serve the business members you already have, and the ones they refer, without standing up member business services from scratch.
Member-owned, and it should feel like it
A business member who invoices through outside software is handing their revenue data and their daily attention to a vendor that has no stake in the community. Bringing that work inside your brand is consistent with why the member joined in the first place.
It also changes what you can see. Instead of a balance, your team sees a business getting paid, slowing down, or ready for the next conversation.
What matters most here
Common questions
Can members use it if they bank elsewhere too?
Does this work with our digital banking?
Is Finli a credit union service organization?
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.