Finli helps financial institutions deepen small business relationships, capture deposits, and compete with fintechs through an easy-to-use, fully white labeled platform for SMBs. Delivered under the bank or credit union’s brand, the tool offers digital invoicing, payments, and back-office tools while directing funds straight into FI accounts. The solution is SOC 2 compliant, includes KYC/KYB and transaction monitoring, and can launch in as little as 24 hours with little to no integration required.

By capturing real-time receivables and cash-flow data, Finli gives FIs actionable insights to strengthen lending decisions, reduce charge-offs, and identify cross-sell opportunities. Community banks, credit unions, and CDFIs can also leverage Finli to meet CRA goals by equipping underserved SMBs with modern financial tools. Finli empowers institutions to grow deposits, improve credit performance, and build lasting loyalty with their small business clients.