NEW FEATURES
Finli Mobile Application
We are thrilled to announce the official launch of the Finli Mobile App, now available for download on both the App Store and Google Play Store! This milestone marks a significant step forward in our mission to empower you with seamless and convenient financial solutions right at your fingertips.
Enjoy all the same functionality you love on the Finli browser portal, right from your mobile device.
✨ Create and send professional quotes + invoices in seconds.
✨ Securely collect ACH and Credit Card payments.
✨ Manage your customer information, track inventory levels, and streamline reporting.
Key Features:
🌟 Streamlined Access: Manage your Finli account with ease anytime, anywhere. Whether you’re on the go or relaxing at home, the Finli Mobile App ensures that you’re always connected to your finances.
🌟 Secure Authentication: Rest assured knowing that your financial data is protected with state-of-the-art security features. Enjoy peace of mind as you access your account using secure login credentials.
🌟 Effortless Payments: Collect payments, send receipts, and track transactions with just a few taps. Whether you’re collecting fees through invoices our Finli’s Pay-by Links, the Finli Mobile App simplifies the process for you.
Download the Finli Mobile App today and experience the future of small business tools, right in the palm of your hand!
UPDATES
Bulk Importing Pricing Items + Inventory
Managing your pricing structure is easier and more efficient than ever before, allowing you to spend less time on administrative tasks and more time focusing on what matters most – growing your business.
How it Works:
- Prepare Your Data: Organize your pricing items into a CSV file according to our template, ensuring that all necessary information is included.
- Upload Your File: Navigate to the Pricing section within your Finli dashboard and upload your CSV file. Our intuitive interface guides you through the process, making it simple and straightforward.
- Review and Confirm: Once uploaded, review your pricing items to ensure accuracy. Make any necessary adjustments and confirm the import to add your pricing items to your catalog.
- Start Selling: With your pricing items successfully imported, you’re ready to start selling! Customers can now easily view and purchase your services, helping you drive revenue and grow your business.
