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Run your back office from your phone

Most of your work doesn't happen at a desk. The Finli mobile app lets you send quotes and invoices, take payments and look up customers wherever the job is.

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What you can do in the app

Invoices and quotes

Build and send invoices and quotes by email or text from the job site.

Payments

Share a payment link and collect by ACH, card or Apple Pay.

Customers and documents

Look up a customer's history and documents before you arrive.

Inventory

Check stock and restock alerts on the go.

iPhone and Android

Download the app from the App Store or Google Play.

Get started

  1. Create your account

    Sign up and set up your business profile.

  2. Download the app

    Get the app from the App Store or Google Play.

  3. Sign in and get to work

    Your customers, invoices and payments are there when you sign in.

Your bank or credit union may already offer Finli

Some banks and credit unions offer Finli in their own brand, and some build it into their online and mobile banking. If yours does, ask them how to reach it on your phone. It may already be in the banking app you use.

Common questions

Do I have to use the app?
No. You can also use Finli in a web browser on your computer, tablet or phone.
Is the app separate from my bank's app?
It depends on how your bank or credit union offers Finli. Some institutions embed Finli in their online and mobile banking with single sign-on. Others offer it through a standalone page in their brand.
Is my information secure in the app?
Finli is SOC 2 Type II and PCI DSS compliant, and it uses KYC/KYB verification and transaction monitoring for all Finli payments.

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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