Send quotes, get approval and invoice in one place
Agree on scope and price before the work starts. When your customer approves the quote online, turn it into an invoice without starting over.
From quote to invoice
Build the quote
Add your customer, line items and a short message.
Send it for approval
Your customer reviews the quote online and approves it.
Convert it to an invoice
Turn the approved quote into an invoice that's ready to send and pay.
Why owners use quotes
Agreement up front
Customers approve scope and price online before you begin.
No retyping
Approved quotes convert to invoices, so your line items carry over.
Approval alerts
Finli lets you know when a customer approves a quote.
Options for customers
Send more than one quote when you offer a few ways to do the job.
Quotes on the go
Create and send quotes from the Finli mobile app.
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, you can send quotes and invoices from the bank relationship you already have. If not, you can sign up with Finli directly.
Common questions
Can a customer decline a quote?
Can I change a quote after it's approved?
How do customers pay after approving?
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.