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  • Solutions for FIs
    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
    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
    .
    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
  • Pricing
  • 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
  • Solutions
    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
    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
  • Pricing
  • 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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SMB Features
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Resources
  • Invoice Builder Lite
  • Quote Builder Lite
  • Inflation Calculator
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Copyright © 2025 Finli. All Rights Reserved.

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Finli
  • About Us
  • Careers
  • Contact Us
  • Press
  • Product Updates
Business Features
  • Pricing
  • Instant Invoicing
  • Digital Payment System
  • Recurring Invoices + AutoPay
  • Inventory Management
  • Customer + Document Management
  • Quote Management
Resources
  • Invoice Builder Lite
  • Quote Builder Lite
  • Inflation Calculator
  • Learning Center
  • Referral Program
  • Help Center
FI Solutions
  • SMB Acquisition
  • Business Insights
  • Deposit Gathering
  • Enhanced Business Services
  • CRA Credit
  • Technical Assistance
Compare
  • vs Venmo
  • vs Wave
  • vs Square
  • vs PayPal
  • vs QuickBooks
  • vs AutoBooks
  • vs bill
  • vs Mineral Tree
  • vs HoneyBook
Partners
  • Q2
  • Jack Henry

Copyright © 2025 Finli.
All Rights Reserved.

  • Privacy & Security
  • Terms of Use
  • Site Map