Reach constituent businesses through a program they already know.

Businesses rarely adopt a tool because a public agency recommends it. They adopt it when the program they are already enrolled in hands it to them, under the program's own name — and the participation reporting falls out of the tools instead of a survey.

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.

Procurement-ready

SOC 2 Type II report and control set on file, with participation reporting produced by the tools rather than by a survey.

Where to go next

Everything about the education program, including the free calculators your community can use today, lives on learn.finli.com. That's the right place to start a conversation about sponsoring or hosting a program.

If your organization also collects dues, donations or event fees, Finli's business tools can handle that too. See how it works for nonprofits and associations.

Common questions

What does it cost our organization?
The program is sponsor-funded. We can help you find sponsors among local banks, credit unions, CDFIs and foundations.
Is any product sold in the sessions?
No. The education program is strictly educational.
Do businesses have to bank somewhere specific?
No. Education and the free tools are open to everyone.

Talk to the Finli team

Questions about partnering, sponsoring a program or our security review? We answer every message.