Secure Digital Payment Settlement

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

Tap into valuable data around the health of your business banking clients. Make more intelligent loan decisions + identify cross-sell opportunities by strengthening your client relationships.

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!

• 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.

• 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.