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.
Automatically sends professional invoices with email and SMS reminders to ensure timely payments.
Collects payments online via ACH and credit cards with automated recurring billing and autopay options.
Allows businesses to send quotes, track approvals, and convert them directly into invoices.
Provides a centralized CRM to store customer data, documents, and communication history.
Monitors stock levels and pricing, automatically updating when inventory runs low.
Send invoices and updates by email.
Accept ACH and card payments.
Create customer estimates and quotes.
Automate recurring billing schedules.
Manage products and inventory levels.
Verifies customer and business identities to ensure secure transactions.
Run business operations from mobile devices.
Communicate with customers via SMS
Monitor revenue and payment activity.
Enable automatic customer payments. Customer Database: Store and manage customer information.
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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.
Does Finli have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
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Email Address
hello@finli.comDocumentation
https://support.finli.com/hc/en-usWebPay is a payment gateway software from WebPay that provides a full-featured solution for processing…
Verifi Global Payment Gateway is a payment processing platform from Visa that provides secure transaction…
Moniepoint is a financial management software from Moniepoint Microfinance Bank that supports small business transactions.…
Callyzer is a SIM-based call monitoring and telecalling management software for sales, marketing, and support…