For institutions Talk to our team

The account is yours. Now win the work that goes with it.

Your business clients still bank with you. The invoicing, the payments, the chasing and the records moved into software built for their trade, and the day-to-day relationship followed. That work can come back, and it comes back under your name.

Talk to our teamHow the platform works
An institution's view of the industry programs its business clients use, with businesses enrolled and payments settling at the institution
Your programs, your brand. Sample institution and data.

The contest moved, and it is winnable

Institutions spend enormous effort winning the account, then compete on rate, hours and branch convenience to keep it. Meanwhile the owner spends their working day somewhere else — in the tool that sends the invoice and takes the payment.

Whoever holds that daily workflow holds the relationship: they see the revenue first, they keep the customer records, and they shape where the money lands. That is the position worth taking, and it is available to you without building anything.

Businesses choose the institution that helps them operate

No owner picks a bank because they like the branch and need somewhere to keep money. They pick the institution that helps them start, operate, grow and scale.

That is the whole contest now, and it is the same contest whether the business is one person with a truck or a company with four locations. The institution that puts something useful in an owner’s hands on a Tuesday morning is the one that wins the relationship and keeps it.

Why partnering gets you there faster

The expertise is specific

A landscaping crew's cash cycle has nothing in common with a dental practice's. Depth by industry is a product discipline, not a project.

The timing doesn't work

By the time an internal build ships, the businesses you wanted to keep have already standardized on something else.

The resources go elsewhere

Tooling for business clients competes with core conversions, compliance work and consumer digital, and usually loses.

What Finli gives you instead

1Learn

Open the door with education

A sponsor-funded financial education program, delivered by Finli under your brand. It may support CRA consideration; your examiner decides.

Financial education partnership
2Run

Take back the daily work

Invoicing, quotes, payments, autopay and Payouts for any business, with 25 industries built deeper.

Business tools
3Grow

Turn activity into conversations

Receivables, cash flow and signals your bankers can act on, reviewed by your team before anything is sent.

Business insights

What it earns you

Deposits and primacy

Receivables settle into accounts in your routing number.

New business clients

Every payer and payee is a chance to introduce your institution.

Insight your bankers can use

See a business changing before the annual review.

Community impact

Education that reaches businesses, with outcomes you can report.

Readier borrowers

Invoice and payment history in one place at application time.

Fewer payment losses

Verified businesses and monitored payments.

Common questions

Is this a core conversion?
No. Finli runs alongside what you have. A standalone white-labeled site can give businesses ACH debit and card processing in five business days with no integration work, which is how most institutions run it. Embedding in digital banking with single sign-on is available when you want it.
Does Finli compete with our treasury products?
No. Finli sits where the business does its daily work, which is usually below the threshold where treasury services start. As those businesses grow, that activity is what makes the treasury conversation possible.
What happens to our brand?
Businesses see your name, your colors and your domain. Finli is the platform underneath.

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