Technical assistance that keeps working after the session ends

Advice sticks when owners have the tools to act on it. Finli pairs a digital back office with a managed education program, so the businesses you support can put each lesson into practice right away.

Talk to our team How the platform works

Built for mission-driven lenders and advisors

CDFIs, SBDCs and nonprofits spend a lot of staff time helping owners get organized: sending invoices, tracking who has paid, keeping records a lender can review. Much of that work repeats from one business to the next.

Finli gives each business a back office for that daily work, under your brand or your partner institution's. Your advisors spend less time rebuilding spreadsheets and more time on the questions only they can answer.

Tools your participants get

Professional invoicing

Invoices with automatic reminders by email and text.

Digital payments

ACH, card and Apple Pay. ACH is always free, and card fees can be passed on to the customer.

Quotes

Quotes customers approve online that convert to invoices.

Autopay and recurring invoices

Regular billing for tuition, dues, retainers and service contracts.

Customers and inventory

Customer records with payment history and documents, plus inventory with restock alerts.

What your program gets

A managed education program

Sponsor-funded and run by Finli under your brand: a 12-session core track and a library of about 90 sessions.

Tracks for your community

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

Outcomes from real activity

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

Context for financing readiness

Receivables and revenue patterns that can help your team prepare owners for financing conversations.

Common questions

Is the education program a way to sell Finli?

No. The program is strictly educational, with no product selling. Sponsors review and approve each session's content before it is produced.

Who can sponsor the program?

Banks, credit unions, CDFIs, foundations, nonprofits and public agencies. Finli manages the program end to end under the sponsor's brand.

How are outcomes measured?

Beyond attendance, the program looks at business results such as revenue, collections and days to get paid, using platform activity for owners who opt in. Sponsors receive aggregate results. 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