Finli logo

Finli

by Finli. · Since 2019
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Active1+ countriesCloud
Quick facts
VendorFinli.
Year launched2019
StatusActive
LocationLos Angeles, California, United States
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialYES
Contact salesYES

About Finli

Finli is a cloud-based small business management platform designed to help service-based businesses manage invoicing, payments, customer relationships, inventory, and business operations from a single interface.

Finli is a cloud-based small business management platform designed to help service-based businesses manage invoicing, payments, customer relationships, inventory, and business operations from a single interface. The company also provides embedded financial tools for banks and credit unions, enabling financial institutions to offer value-added digital services to their business customers. Founded in 2019 and headquartered in Los Angeles, California, Finli focuses on simplifying financial operations for entrepreneurs and small businesses. The platform combines invoicing, quote management, payment collection, recurring billing, inventory tracking, customer management, and reporting capabilities. Its mobile application allows businesses to perform day-to-day operations from smartphones, while integrations with banking platforms such as Q2 and Jack Henry extend its reach into financial institutions. Finli is particularly suitable for service-based businesses seeking an affordable solution for payment collection and customer management. Its emphasis on ACH payments, automated reminders, and embedded banking capabilities differentiates it from many traditional invoicing platforms.

Pros & Cons

Pros
  • Streamlines invoicing, payments, and CRM in one unified platform.
  • Supports ACH payments with reduced transaction costs for businesses.
  • Mobile apps enable business management from virtually anywhere.
  • Mobile application allows for full business management on the go.
  • Provides inventory and customer management alongside payments.
Cons
  • Provides inventory and customer management alongside payments.
  • Advanced accounting functionality is limited compared to ERP tools.
  • May be excessive for freelancers needing only basic invoicing.
  • Credit card processing fees may apply to transactions.
  • Inventory features are less robust than dedicated inventory systems.

Features

Key features

Digital Invoicing

Automatically sends professional invoices with email and SMS reminders to ensure timely payments.

Payment Management

Collects payments online via ACH and credit cards with automated recurring billing and autopay options.

Quote Management

Allows businesses to send quotes, track approvals, and convert them directly into invoices.

Customer Management

Provides a centralized CRM to store customer data, documents, and communication history.

Inventory Tracking

Monitors stock levels and pricing, automatically updating when inventory runs low.

Additional features

Email Notifications

Send invoices and updates by email.

Digital Payments

Accept ACH and card payments.

Quote Builder

Create customer estimates and quotes.

Recurring Invoices

Automate recurring billing schedules.

Inventory Tracking

Manage products and inventory levels.

KYC/KYB Verification

Verifies customer and business identities to ensure secure transactions.

Mobile Access

Run business operations from mobile devices.

SMS Notifications

Communicate with customers via SMS

Financial Reporting

Monitor revenue and payment activity.

Autopay

Enable automatic customer payments. Customer Database: Store and manage customer information.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
12
Billing currencies

Available in

United States

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇸🇪SEK🇨🇳CNY🇮🇳INR🇲🇽MXN🇺🇸USD

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