Every customer, their history and their documents in one place
Stop digging through email for the signed waiver or the last payment date. Finli keeps each customer's contact details, invoices, payments and documents together.
What each customer record holds
Payment history
Every invoice and payment for a customer, and what they still owe.
Documents on file
Quotes, contracts, waivers and other files stored on the customer's record.
Connected to billing
Invoices, quotes and payments tie back to the right customer.
Internal notes
Notes your team can see and your customers can't.
Tags and filters
Sort customers by status, tags or autopay to find who you need.
Why one record matters
When customer details live in one place, anyone on your team can answer a billing question without hunting for it. You can see who pays on time, who needs a nudge and who your regulars are.
A clean record of who pays you, and how, also makes it easier to talk with your banker about how your business is doing.
Your bank or credit union may already offer Finli
Some banks and credit unions offer Finli to their business clients in their own brand. If yours does, your customer records can sit alongside the business account you already have. If not, you can sign up with Finli directly.
Common questions
Can customers see my internal notes?
What kinds of files can I store?
How is customer data protected?
Finli is offered through your financial institution
Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.