Interested in Finli but not sure how exactly it’d be able to help your business grow? Here are seven benefits our small service businesses have enjoyed. 

1. Time and cost efficiency 

Setting up even just a few of your customers on auto-pay means fewer payments to chase down, which is a pain at best and money lost at worst. Imagine how much time and money (not to mention, energy) you’d save if you could set up most or all of your customers on auto-pay through Finli! Doing that would also mean you no longer have to keep track of cash payments (and who paid them) or spend time counting and depositing them. With Finli, you can keep track of your customers, send out one-time or recurring invoices, manage scheduling, and so much more. Gone are the days of having to piecemeal a bunch of different softwares to meet your small business needs. Everything you need to operate smoothly is on Finli. 

2. No ACH fees 

Finli does not charge you or your customers a single penny for ACH transactions, so all of the money you make goes straight into your pocket. ACH transactions are also the safest and quickest way to transfer money, and setting your customers up for ACH and automatic payments means you won’t have to worry about chargebacks or late or missing payments. 

3. Ability to keep track of customers

Finli has a customer relationship management (CRM) and scheduling system built in, which means you can keep track of your customers and send them invoices in the same place. Finli’s CRM is also customizable. Do you own a martial arts dojo and need to remember your students’ shoe sizes? Are you a dog walker who needs to keep track of different dogs’ dietary needs? With Finli’s custom fields, you can keep track of everything you need to run your business smoothly, no matter how specific your needs are. 

4. Easy communication with customers

How do you currently communicate with your customers? Posting on social media or your website are options, but neither offer a direct line of communication. Through Finli, you could send a mass email to all of your customers to advertise a sale, let them know about an upcoming holiday, or communicate anything else that’s pertinent to your business. You could also send an email to specific customers by filtering by their tags. Want to let your morning class know that you’re running a little late? Want to let your yoga class know that they need to bring an extra block for next week’s class? Do all that and more through Finli’s CRM.

5. Convenience for your customers 

If you run a time-based small business, you most likely have had to manage a hectic calendar, along with endless reschedulings. Finli has a scheduling feature that allows your customers to book (and re-book) time on your calendar at their convenience. (It’ll only show times you’re actually available, so you don’t have to worry about being double-booked.)

Once you’ve set your customers up on auto-pay, they never have to worry about when their payment is due, which is another thing off their plate. They also don’t have to pay any fees if they’ve set up ACH payments. 

Finli also has an app for your customers where they can set up payment information, view their payment history, and have their friends and family contribute to bills. 

If they don’t want to download the Finli app, they have the option to pay by link, which they will get in their email. Learn more about our pay-by-link feature here

6. Convenience for you – everything payment related, all in one place 

Payment reconciliation can be one of the hardest parts of running a small business, but Finli takes care of that for you. You’ll never have to worry about chargebacks, late or missing payments, who’s paid and who hasn’t, or consolidating payments from different platforms ever again. With Finli, you can collect all of your payments in one place (and it can be directly deposited into your bank account, so you don’t have to make that extra trip to the bank). 

7. Predictable revenue through auto-pay and recurring invoicing! 

With Finli, you have the ability to set standardized pricing and discounts that you can apply to each customer’s account, which allows you to have predictable revenue, which is key when planning for business growth. 

Additionally, through Finli, you can also set up recurring invoicing (aka subscriptions). With this and your customers set up on auto-pay, you’ll receive payments at a set interval, which also contributes to having predictable revenue. You’ll never have to worry about when or how much you’re getting paid with Finli in your corner. 


Finli makes it easy to run your business, so you can focus on the parts you actually enjoy. Schedule your demo here.