Stop running the back office. Start running the business.
Quotes, invoices, getting paid and the books — in one place, from the bank or credit union you already use.
Finli for banks and credit unionsA day in the life
The money already moves. Look at what it takes.
The same day, with and without Finli.
What keeps you up
Eight things that keep you up at night. One place to put them.
Every one of these is critical work. None of it is why you started the business.
You
(the business owner)The work, the crew, and everything riding on getting paid.
Quotes
Send it, the customer approves it online
Invoices
An approved quote becomes an invoice with a due date and ways to pay
Getting paid
ACH, card, Apple Pay, pay by link or QR code
Autopay
Standing customers pay without being chased
Payouts
coming soonPay the crew and the suppliers from the same place
Customers
Who’s paid, who hasn’t, contracts, conversations — reconciled down to each site or child
Products & inventory
What’s in stock, what it costs, and a reorder alert before you run out
Books
QuickBooks stays current as the money moves
How deep it goes
A landscaping month looks nothing like a dental practice’s.
Any business can run on Finli. Twenty-five industries go deeper, trade by trade.
Why we exist
Finli means financial lift.
Nobody opens a business to chase invoices at eleven at night. They open it because they are good at something. Then the billing, the chasing, the reconciling and the paying stack up on top of it, and the thing they were actually good at is the first thing squeezed out. Finli carries that stack. That is the whole company.
For banks, credit unions, CDFIs and community lenders
You were chartered for the same reason we were founded.
Every institution we work with exists to serve the businesses in its own community. The gap was never intent — it was product. Finli is the back office you can put in front of them, under your own name. You keep the relationship. We do the lifting.
Behind that link
The toolsThe portal in your brand, payouts, a branded academy, embeddable free tools The insightsAR ageing early, revenue concentration, who is growing, the banker guides The advantagesThe operating account, CRA consideration, live without a build, diligence ready “Why not build it ourselves?”The honest answer, and what you are actually racingFinli is offered through your financial institution
Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.