Give the businesses you advise a tool, not a worksheet.
Advisors can hand a business the back office itself — under your organisation's name — and then see whether it was actually used. The programme runs on real invoicing and payment activity, so your reporting comes from what happened rather than from what was surveyed.
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.
Outcomes funders trust
Progress measured from real invoicing and payment activity with owner consent, in the form funders ask for.
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?
Is any product sold in the sessions?
Do businesses have to bank somewhere specific?
Talk to the Finli team
Questions about partnering, sponsoring a program or our security review? We answer every message.