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Solutions for FIs
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SMB Acquisition
Attract and engage small businesses through solutions for their most pressing challenges.
Business Insights
Use real-time insights to assess credit risk, identify sales opportunities, and strengthen SMB relationships.
Technical Assistance
Scale CDFI borrower support programs and streamline covenant monitoring.
Deposit Gathering
Consolidate scattered deposits into your institution and increase your share of wallet.
Expanded Digital Services
Differentiate your business offering with white-labeled, financial tools for small business operators.
CRA Credit
Satisfy Community Reinvestment Act requirements and make an impact.
Features for Businesses
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FOR SMALL BUSINESSES
Digital Invoicing
Automatically send reminders, email + SMS notifications, and keep track of outstanding bills
CRM + Documents
Store important information about your customers
Payment Management
Collect payments online with 0% ACH Fees and the option to pass Credit Card processing fees on to customers
Autopay
Allow customers to process automatic payments to your business
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Payment Links
Give customers the flexibility to pay your business any amount, whenever it’s convenient
Quote Management
Send quotes to clients, get approval, and convert into invoices for payment
Inventory Tracking
Connected to your invoices, automatically track when you’re running low on stock
Mobile Application
Run all your key business processes right from your mobile device
FOR THEIR CUSTOMERS
Pay Invoices
Effortlessly pay your bills, schedule auto-pay, and manage your receipts in one place
Approve Quotes
Quickly review and approve proposals and estimates in seconds
Initiate Payments
Instantly make payments to a business through either ACH or Credit Card
Resources
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About Us
Grow your business with our small business solutions
Invoice Builder Lite
Create professional invoices for your business in seconds
Quote Builder Lite
Generate professional quotes for your business in seconds
Inflation Calculator
Calculate how much you should charge to account for inflation
Learning Center
Get the latest business advice and explore the newest features of Finli
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Solutions
Close Solutions
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SMB Acquisition
Attract and engage small businesses through solutions for their most pressing challenges.
Deposit Gathering
Consolidate scattered deposits into your institution and increase your share of wallet.
Business Insights
Use real-time insights to assess credit risk, identify sales opportunities, and strengthen SMB relationships.
Expanded Digital Services
Differentiate your business offering with white-labeled, financial tools for small business operators.
Technical Assistance
Scale CDFI borrower support programs and streamline covenant monitoring.
CRA Credit
Satisfy Community Reinvestment Act requirements and make an impact.
Business Features
Close Business Features
Open Business Features
FOR BUSINESSES
Instant Invoicing
Automatically send reminders, email + SMS notifications, and keep track of outstanding bills
Pay By Link
Give customers the flexibility to pay your business any amount, whenever it’s convenient
Customer + Document Management
Store important information about your customers
AutoPay
Allow customers to process automatic payments for invoices from your business
Digital Payment System
Collect payments online with 0% ACH Fees and the option to pass Credit Card charges on to customers
Quote Management
Send your quote to customers, get it approved, and then turn it into an invoice
Inventory Management
Connected to your invoices, automatically track when you’re running low on stock
Mobile Application
Create quote & invoices, collect payments, manage customers, and run your business all from your phone
FOR CUSTOMERS
Pay Your Bills
Effortlessly pay your bills, schedule auto-pay, and manage your receipts in one place
Approve Quotes
Quickly review and approve proposals and estimates in seconds
Pay a Business Directly
Instantly make payments to a business through either ACH or Credit Card
Resources
Close Resources
Open Resources
About Us
Grow your business with our small business solutions
Invoice Builder Lite
Create professional invoices for your business in seconds
Quote Builder Lite
Generate professional quotes for your business in seconds
Inflation Calculator
Calculate how much you should charge to account for inflation
Learning Center
Get the latest business advice and explore the newest features of Finli
Sign Up
Contact Us
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Our Services
Instant Invoicing
Pay-by Link
Customer + Document Management
Recurring Invoices + AutoPay
Digital Payment System
Quote Management
Inventory Management
Pay Your Bills
Approve Quotes
Pay a Business Directly
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Invoice Builder Lite
Inflation Calculator
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