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.

After being paid, a payee is invited to open a business account with the institution
Sample institution and data.

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?
Service businesses, trades, solo operators and growing teams: owners who send invoices, take recurring payments and manage customers without back office staff. Programs can be shaped around trades, property services, nonprofits, education, healthcare practices, agriculture, professional services and fitness.
Will businesses see the Finli name?
Finli is white-label, so businesses see your institution's brand rather than Finli's. You can launch on a standalone white-labeled page or embed Finli in online and mobile banking with single sign-on.
How fast can we get started?
A standalone white-labeled page can give businesses ACH debit and card processing in five business days, with no integration work. Embedding in digital banking with single sign-on is available and typically takes 2 to 4 weeks. A white-labeled Finli 2.0 pilot can be ready in five business days.

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.