Finli Fintech Member
2920 Huntington Drive, Suite 100 San Marino CA 91108 UNITED STATES
2020 1 to 25
Latest Updates

Finli equips community-based financial institutions with the most effective and comprehensive toolbox for their critical work in supporting small businesses.

With increasing innovation and competition from NeoBanks, small business owners are expecting more than just basic account services from their financial institution. Finli’s solution for business banking clients includes invoicing, inventory management, digital payment collection, CRM, communications, and quote management. Finli offers community-based financial institutions the ability to remain competitive in the rapidly changing financial services space.

Platform Features for Business Clients:

  • Professional Billing + Invoicing - Automatically send reminders, email + SMS notifications, and keep track of outstanding bills.
  • Digital Payments - Collect payments online through QR code, SMS and email, without the costly transaction fees or Point of Sale Systems.
  • Quote Management - Issue quotes to customers and convert more new business opportunities. 
  • Customer + Document Management - Securely store contact information, invoice history, and important documents. 
  • Inventory Management - Automatically monitor inventory levels and get notified when it’s time to restock.
  • Recurring Invoices + AutoPay - Automate recurring invoices and allow customers to Autopay for regular services.

To learn more about Finli's solutions for community banks, please visit Finli for Financial Institutions.

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Solutions Snapshot

Innovative Solutions for Community Bankers

  • Stop Deposit Leakage + Secure Operating Deposits Faster - Allow small businesses to settle customer payments directly into checking.

  • Protect your most valuable business relationships - Be the one stop shop for your business customers with banking services + beyond.
  • Increase Non-Fee Income - Offer a premium business bundle to your small business customers.

  • Minimize SMB Flight Risk - Grow your deposits by increasing business customer retention. 

Solutions for my Bank
Data & Analytics
Compliance Data
Payments Software
Tech & Operations Management
Operations & Automation
Solutions for my Customers
Digital Banking
Digital Payments
Digital Wallet
Core Processor
(Any) Core Agnostic
Service Area Nationwide