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Keep track of stock without a separate system

If you sell products along with your services, Finli can track what you have on hand. It flags items that are running low so you can reorder in time.

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How inventory tracking works

  1. Add your items

    Name each item, set its price and enter how many you have.

  2. Invoice as usual

    Stock levels update as you invoice for the items you sell.

  3. Get a restock alert

    Finli lets you know when an item reaches the level you set.

What's included

Restock alerts

Get notified when it's time to reorder.

Stock tied to invoices

Quantities go down as you invoice for items and go back up if an invoice is canceled.

Your reorder point

Choose the level that triggers an alert for each item, and change it anytime.

Only where you need it

Turn tracking on for the items that need it and leave services alone.

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, inventory, invoicing and payments can all sit next to the business account you already have. If not, you can sign up with Finli directly.

Common questions

Who is inventory tracking for?
Businesses that sell some physical goods alongside their services, such as a salon selling products or a contractor billing for materials. It's built for simple stock tracking, not for running a warehouse.
Can I invoice for an item that's out of stock?
Yes. Finli flags the item as out of stock but still lets you send the invoice.
How do I update stock after a delivery?
Update the quantity on hand for the item in Finli. You can change it at any time.

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.

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