Solutions for banks, credit unions and small business allies
Finli helps your institution win and keep business relationships, from micro through commercial, by giving those businesses the tools they use every day to get paid.
What Finli helps you do
Deposit gathering
Settle business receivables into accounts at your institution and see where deposits leak.
Client acquisition
Attract new business clients with a back office they use every day, in your brand.
Business insights
Operating data from clients' invoicing and payments, so your team knows when to reach out.
Technical assistance
Tools and education for the businesses your CDFI, SBDC or nonprofit supports.
Underwriting
Verified operating data and fast payment acceptance for your smallest business clients.
Fraud prevention
Safer payments for business clients: verified businesses, monitored transactions, private account numbers.
Digital services
A white-labeled business back office, launched standalone or embedded in Q2 or Jack Henry.
Community impact
Small business tools and financial education that may support CRA consideration.
Start with a 30-minute conversation
Bring your questions about deposits, launch or a specific industry. A first call is for answering them — a full walkthrough for your wider team comes after, whenever you want it.