The business tools your clients need, in your brand
Business clients want more from their bank than an account and a debit card. Finli gives your institution a complete digital back office to offer them, without building it yourself.
What your business clients get
Professional invoicing
Invoices with automatic reminders by email and text.
Digital payments
ACH, card and Apple Pay. ACH is always free for the business.
Pay-by Link
Shareable payment links for quick payments and donations.
Quotes
Quotes customers approve online that convert to invoices.
Autopay and recurring invoices
Scheduled billing for customers who pay again and again.
Customers, inventory and books
Customer records and documents, inventory with restock alerts, a mobile app and QuickBooks sync.
Two ways to launch
Standalone white-labeled page. Launch a page in your brand where business clients sign up and use Finli. This route can give businesses ACH debit and card processing in five business days.
Embedded in digital banking. Business clients reach Finli from your online and mobile banking with single sign-on. An embedded launch typically takes 2 to 4 weeks.
Launching through Q2 or Jack Henry
Choose your partnership package
Work with Finli on the option that fits your institution's size, integration needs and goals.
Request and configure the app
Q2 institutions request Finli on the Q2 Marketplace. Jack Henry institutions configure it for their digital banking.
Test and go live
After testing, Finli is made available to your business banking clients.
Tell your business clients
Announce the new services on your website, by email and on social media.
Common questions
Which digital banking platforms does Finli integrate with?
How is Finli priced for institutions?
Will our clients see Finli's brand?
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.