Give business owners a reason to bank with you
Business owners rarely move their banking for a slightly better rate sheet. They move when an institution makes running the business easier, and Finli lets yours do that under your own name.
Compete on the work owners do every day
From the outside, most business checking offers look alike. What owners notice is the daily work: sending invoices, chasing payments, keeping track of customers. When the tools for that work come from their bank or credit union, the institution becomes part of how the business runs.
Finli gives your business clients a white-labeled back office for that work. Because their receivables settle into an account with you, the tool that wins the relationship also builds the operating account.
What brings businesses in
A back office in your brand
Invoicing, payments, quotes, autopay, inventory and customer records under your institution's name.
A reason to open the operating account
Receivables collected through Finli settle into the business's verified account at your institution.
Free ACH for owners
ACH payments are always free for the business, a simple offer your bankers can lead with.
Payees who become prospectsIn pilot
Now in pilot: when businesses pay bills through Finli, each new payee can be offered an account with you.
Tools built from plain words
With Finli 2.0, an owner says what they need and Finli builds the tool, on your rails and in your brand.
Become the on-ramp before they build their own
Businesses are already building their own tools with AI. The institution that becomes their on-ramp keeps the relationship: the deposits, the data and the trust.
Finli 2.0 is built for that moment. Same rails, same brand, and the money path never changes. A live, white-labeled 2.0 pilot can be ready in five business days.
Common questions
Which businesses is Finli built for?
Will businesses see the Finli name?
How fast can we get started?
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.