Introducing the New and Improved Finli
• Introduces team support, internal notes in the CRM, and the ability to manage multiple business accounts with a single
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.
• Introduces team support, internal notes in the CRM, and the ability to manage multiple business accounts with a single
Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.
• Introduces team support, internal notes in the CRM, and the ability to manage multiple business accounts with a single login.
• Simplifies invoicing and payment tracking by enabling recording of offline payments on invoices and easy issuance of refunds within the platform.
• Finli’s dashboard offers improved search functionality and customer portals for convenient access to payment history, invoices, and self-service options.