Engage and deepen business relationships to grow deposits and strenghten lending. Through a comprehensive suite of digital back office tools for small business clients, Finli enables your institution to compete with the sleek digital solutions of Neobanks and Megabanks, and leverage business and customer health insights to improve lending decisions and identify sales opportunities.

Features & Benefits

Digital Payment Processing

Give your business banking clients the ability to settle ACH + Credit Card payments from their customers directly into the bank. Secure operating deposits faster and stop deposit leakage to Venmo, PayPal or other banks.

Financial Health Insights

Leverage valuable data around around settlement volumes, payer and business health metrics, sources of deposit leakage, and upcoming scheduled payments. Make more intelligent lending decisions + identify sales opportunities at the right time.

Frictionless Onboarding + Implementation

Accelerate fee income with an easy to implement solution through our Q2 integration. Spin up new business client services without the hassle.

Get customers on-board quickly through our fast + easy customer on-boarding that feels like a natural part of your digital banking experience.

Digital Tools for SMBs

  • Professional Invoicing with Automated Reminders: Strengthen your most valuable business relationships by giving your clients the best tools. Finli's automated invoice reminders ensure your business customers are collecting outstanding bills and getting paid on time!

  • Inventory Management + Pricing Optimization : Finli helps small businesses keep tabs on physical stock, get reminded when they're running low, and ensure optimized pricing for all products and services.

  • Customer + Quote Management : Finli's easy-to-use interface builds a CRM right into invoicing + bookkeeping tools. Bankers can leverage customer insights to help clients make better financial decisions.