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Small business tools worth banking on

Build lasting SMB relationships, backed by real-time data.

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Become the only bank SMBs need to succeed

21.6K

Finli’s invoicing and CRM platform is a seamless addition to your bank stack. Offer your SMB clients more financial tools and watch them grow in real time.

Active Customers

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  • Finli helps your financial institution:

    21.6K

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    Active Customers

    Make informed decisions using SMBs financial health

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  • 21.6K

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    Active Customers

    Assess month-over-month growth in invoice volume and dollars processed

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  • 21.6K

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    Active Customers

    Gain better visibility into SMBs A/R and payer quality

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  • Your SMB clients, powered by Finli

    Zero lift for you and your clients

    21.6K

    Finli’s no-code invoicing platform means zero lift for your team, plus no costly integration fees.

    With seamless onboarding, your SMB clients can connect their bank accounts and start sending invoices in minutes.

    Active Customers

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  • Offer SMBs a complete financial toolkit

    21.6K

    Bundle Finli with your existing bank stack to offer a complete suite of SMB-focused financial tools.

    With Finli’s Invoice Builder, SMB clients can email or text invoices, set up recurring bills, track customer payments, and more.

    Active Customers

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  • More sticky deposits, guaranteed

    21.6K

    Gain better visibility into your clients’ financial health, so you can make more informed lending decisions.

    Clients transfer funds to their bank account with ease, guaranteeing you more sticky operating deposits.

    Active Customers

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  • Benefit 1

    21.6K

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    Active Customers

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  • Benefit 1

    21.6K

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    Active Customers

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  • Benefit 1

    21.6K

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    Active Customers

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  • Danica V.

    Small business owner & Finli customer

    “I switched from Square to Finli during the pandemic.

    What I like most is the customer support, the ease of use to set up and send out invoices, and that the company is constantly looking for ways to improve their system.”

    Take your SMB clients to new heights with Finli

    Build lasting client relationships, backed by real-time data. Bundle Finli with your existing SMB bank stack to unlock valuable financial health insights and more sticky deposits, guaranteed.

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