For institutions Talk to our team

Invest in the small businesses in your community

Small businesses need practical tools and practical education. Finli helps your institution provide both, and measures what changes for the businesses that take part.

Talk to our teamHow the platform works

Programs that may support CRA consideration

Giving small businesses access to digital tools and financial education may support CRA consideration for your institution. Your institution's examiner decides whether and how an activity is considered, so review program designs with your compliance team before launch.

Finli's part is making the program real and measurable: tools owners use every day, education they can act on, and reporting on reach, engagement and business outcomes.

The Financial Education Program

Fully managed, in your brand

Sponsor-funded and run end to end by Finli under your brand, from curriculum to registration to reporting.

A complete curriculum

A 12-session core track and a library of about 90 sessions on the issues owners face now.

Tracks for every owner

11 industry tracks and 11 community tracks, delivered in multiple languages with community partners.

Strictly educational

No product selling. Sponsors review and approve each session's content before it is produced.

Outcomes, not just attendance

With owner consent, results are measured from real invoicing and payment activity.

Free calculators

8 free calculators owners can use between sessions, at learn.finli.com.

A company built for this work

Finli is a Public Benefit Corporation, a Certified B Corp and a Certified Social Enterprise, and it is woman-led. Our mission is financially lifting small businesses, one deposit at a time.

That mission shapes how we work with institutions. Deposits stay with you, education stays free of sales pitches, and owners decide whether to share their business data.

Common questions

Does Finli guarantee CRA credit?
No. Finli's tools and education program may support CRA consideration, but your institution's examiner decides how any activity is evaluated. Finli can provide program records and outcome reporting for your team to review.
Who does the program serve?
Owners of small and micro businesses, especially low- to moderate-income, BIPOC, immigrant and women-owned businesses, solopreneurs and side businesses. Community tracks include immigrant, women, veteran and rural entrepreneurs, among others.
What does the sponsor own?
Sponsors own session recordings, materials and registration data. They receive aggregate outcome results, and business-level detail is shared only with the owner's explicit consent.

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.

Talk to our team