Features & Benefits
Secure Digital Payment Collection
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.
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
Help your business banking clients maximize sales and increase revenue. Automated tools keep tabs on stock inventory and make price adjustments simple.
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.
Frictionless Onboarding
Accelerate fee income with quick + easy customer onboarding that feels like a part of your digital banking experience.
Financial Health Insights
Tap into valuable data around the health of your business banking clients. Make more intelligent loan decisions + identify cross-sell opportunities.