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 Invoicing - Automatically send reminders, email + SMS notifications, and keep track of outstanding bills.
• Digital Payments - Collect payments online 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.com/finli-for-banks.