About Finli
A digital back-office platform for small businesses that provides invoicing, quoting, payment processing, CRM, and inventory management tools. It enables businesses to automate billing, track payments, and manage customer relationships.
Finli is a comprehensive digital back-office solution tailored for small business owners who need to consolidate their financial operations. By integrating invoicing, payment processing, CRM, and inventory management into a single platform, it helps reduce the administrative burden of managing receivables. The product is particularly strong in its automation capabilities, offering recurring invoices, autopay, and automated payment reminders via email and SMS. Its mobile-first design allows users to manage their business processes on the go, making it a practical choice for service-based businesses like tutors, coaches, and studios. While Finli offers a robust suite of tools for small businesses, it also serves financial institutions by providing white-labeled tools to help them deepen relationships with their SMB clients. The platform emphasizes security with bank-level encryption and active transaction monitoring. Pricing is transparently published with monthly and annual options, and the platform supports both ACH and credit card processing, with the option to pass processing fees to customers.
Pros & Cons
- +Automated payment reminders via email and SMS help reduce late payments.
- +Integrated CRM and document management keeps customer information organized.
- +Supports both ACH and credit card payments with flexible fee-passing options.
- +Mobile application allows for full business management on the go.
- +Transparent pricing with clear monthly and annual subscription tiers.
- −Pricing is limited to a single tier, which may not suit businesses requiring advanced enterprise-level features.
- −Inventory management features are basic and may not meet the needs of complex retail operations.
- −Does not offer a free tier beyond limited lite tools.
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
- Mobile Application
- Enables business owners to manage quotes, invoices, and payments directly from a mobile device.
- Payment Links
- Generates flexible links for customers to pay any amount at their convenience.
- Transaction Monitoring
- Includes active monitoring to detect and prevent fraudulent payment activity.
- Financial Reporting
- Generates reports to track payment history and business financial performance.
- Bank-Level Encryption
- Protects sensitive business and customer data using 256-bit SSL encryption.
- KYC/KYB Verification
- Verifies customer and business identities to ensure secure transactions.
Pricing
Monthly plans
Standard
flatUSD 39
- Digital Payment Collection
- Automated Invoice Reminders
- Recurring Invoices with Autopay
- Customer + Inventory Management
- Financial Reporting
Annual plans
Standard Annual
flatUSD 397
≈ USD 33.08/mo when billed annually
15% discount compared to monthly billing
Source: vendor pricing pageCountries & Languages
Interface languages
Billing currencies
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About Finli
A digital back-office platform for small businesses that provides invoicing, quoting, payment processing, CRM, and inventory management tools. It enables businesses to automate billing, track payments, and manage customer relationships.
Finli Details
Finli's In-App Market Place
Does Finli have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
10
Mini Apps
1. Finli QuickPay: A convenient payment processing add-on that allows users to quickly and easily process payments through the Finli platform.
2. Finli Schedule Builder: An add-on that helps users easily create and manage schedules for classes
lessons
or events within the Finli platform.
3. Finli Family Portal: A mini-app that provides families with a secure portal to view and manage their payments
schedules
and other information related to their accounts.
4. Finli Reporting Tools: A suite of reporting tools that allow users to track and analyze payment data
scheduling information
and other key metrics within the Finli platform.
Pricing Options
Plans
Monthly plans
Standard
flatUSD 39
- Digital Payment Collection
- Automated Invoice Reminders
- Recurring Invoices with Autopay
- Customer + Inventory Management
- Financial Reporting
Annual plans
Standard Annual
flatUSD 397
≈ USD 33.08/mo when billed annually
15% discount compared to monthly billing
Source: vendor pricing pageAccepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), SEK (kr), CNY (¥), INR (₹), MXN (Mex$)
Pros & Cons
- Automated payment reminders via email and SMS help reduce late payments.
- Integrated CRM and document management keeps customer information organized.
- Supports both ACH and credit card payments with flexible fee-passing options.
- Mobile application allows for full business management on the go.
- Transparent pricing with clear monthly and annual subscription tiers.
- Pricing is limited to a single tier, which may not suit businesses requiring advanced enterprise-level features.
- Inventory management features are basic and may not meet the needs of complex retail operations.
- Does not offer a free tier beyond limited lite tools.
Finli's Support Options
Email Address
info@finli.comDocumentation
https://support.finli.com/hc/en-usFinli's Alternatives
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