Add business operations to the stack you already sell.

Your customers are financial institutions and the organizations that serve small business. Their customers are businesses whose daily work left for vertical software years ago. Finli is the operating layer that brings it back, delivered under your partner's brand and settling to their institution.

An institution's view of the industry programs its business clients use, delivered under its own brand
Your partner's brand on the front. Finli underneath. Sample institution and data.

Why platforms bring us in

Business operations is a hard thing to build and an easy thing to lose customers over. The domain expertise is specific to each industry, the payment rails carry real risk, and the businesses that need it most are the ones your customers are least equipped to serve one at a time.

Finli already runs it. Partners add it to what they sell without taking on the build, the compliance surface or the support load.

What Finli handles

White-label by default

Your partner's name, colors and domain. Finli does not appear to the business, and the platform is never sold around you.

Live in five business days

A standalone branded site gives businesses ACH debit and card processing in five business days, so a pilot does not wait on an integration project.

Industry depth, 25 programs

Any business you bank runs on the platform as it stands. Twenty-five industries go further, across eight families from trades to healthcare practices, each with the documents, timing and terminology that trade actually uses.

Support and onboarding

Finli answers the businesses' questions. Your team keeps the relationship with the institution.

Introduced businesses behave differently

Finli is delivered through institutions and platforms rather than open signup. Every business arrives already known to someone accountable: a depositor, a borrower, a member, a managed property. That shapes the loss experience, and it is a large part of why the economics work at community institution scale.

For a lending platform the effect is strongest. A borrower has been underwritten, with financials on file and often a guarantee. That is the most thoroughly vetted business there is.

What your customers' vendor review will ask about

  • SOC 2 Type II, with documentation available for diligence
  • PCI DSS compliance on card processing
  • KYC and KYB verification on every business, with transaction monitoring on all Finli payments
  • Finli runs its own flow of funds on bank rails rather than through BaaS middleware
  • Payments settle into the business's own verified account at its institution

Common questions

Do you sell around your partners?
No. Finli is delivered under the institution's or the partner's brand. Where a partner owns the relationship, we work through it.
Does this require integration before a pilot?
No, and most do not start there. A standalone branded site launches in five business days, which lets your customers try it with real businesses first. Q2 and Jack Henry integrations are available when an institution wants single sign-on.
What does the commercial model look like?
Reseller and referral arrangements both work, and we size the economics to how much of the selling and support you carry. We do not grant category exclusivity.
How quickly can a pilot start?
Usually inside a month with two or three of your institutions, because the standalone launch does not depend on either side's engineering calendar.

Tell us what your customers are asking you for

We’ll show you the platform in your partner’s brand and talk through what a pilot looks like with two or three of your institutions.