Finli

RATING:

5.0

Overview

About Finli

Payments and invoicing are a necessity even for the smallest business but most solutions out there just aren't simple and effective for small service-based businesses. Finli is specifically for those businesses. This includes an invoice builder that allows you to create simple invoices in seconds or set up recurring payments and subscriptions. We also provide a way to publish an online webpage for you to collect payments with ease. Best of all, we make paying you simple for your customers with several payment options that are free to you and your customers. Setting up with Finli is extremely easy. You can upload any information that you have already and easily add in other information as it comes up. We have the ability to add in attachments and custom fields. It let...

Finli Pricing

Invoice and receive payments completely free! Upgrade to a paid plan to use more advanced features such as subscription payments, scheduled invoices, or to publish a payment webpage.

Free trial:

Available

Free version:

Available

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Finli Reviews

Overall Rating

5.0

Ratings Breakdown

(13)

(0)

Secondary Ratings

Ease-of-use

Customer Support

Value for money

Functionality

Most Helpful Reviews for Finli

1 - 5 of 13 Reviews

Read All 13 Reviews

Danica

Performing Arts, 1 employee

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed January 2022

Above and Beyond Customer Support!

I switched from Square to Finli during the beginning of the pandemic, I wasn't looking to switch but after meeting on zoom and getting an overview of the program I discovered it could do more for me as a business. I am able to integrate customer profiles, invoicing and payment processing all in one. Plus the amazing customer service and constant contact for support makes me an extremely satisfied customer!

PROS

What I like most about Finli is the customer support, the ease of use to set up and send out invoices, and that the company is constantly looking for ways to improve their system.

CONS

I feel there could be more reports/analytics available for income generated and monthly sales, customer stats how they're paying, etc. I also would benefit from a messaging system being integrated somehow to send reminders that bills are due or to communicate with customers directly from the Finli site.

Reason for choosing Finli

Customer profiles, invoicing, and payment processing all in one.

Reasons for switching to Finli

More for my money being offered in one site.

Kayvon

Professional Training & Coaching, 1 employee

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed November 2021

Solid invoicing for my coaching business

I do executive coaching on the side and needed a lightweight and dependable way to set my clients up to pay me on a recurring basis. I tried Finli based on a recommendation and it took about 3 minutes to send out my first invoice. It's just been a really easy app to work with.

PROS

Ease of setup, "set it and forget it" recurring invoices, really fair pricing

CONS

All reports are available for export to csv but it would be great to have more in-app reporting

Reason for choosing Finli

It was recommended to me so that's always the first thing I look for. But it seemed like Finli was the easiest to use even after looking at a couple alternatives.

Jorge

Computer Hardware, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed November 2021

Great software, easy to use.

Great value

PROS

Easy to use. All information is there to access and process invoicing

CONS

Need to show preview before processing invoice

Nicolas

Real Estate, 1 employee

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed December 2021

Simple and effective

Extremely positive. Had a lot of time and money saved by giving Finli a try.

PROS

I needed a simple and effective way to send out recurring invoices to my customers. Doing this only took a few minutes and I could add additional charges to future invoices as I needed to. I've honestly never worked with a more straightforward business software.

CONS

My biggest feedback was I wanted to issue invoices on my phone, but that is now available. I can't think of anything else.

Jonathan

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed February 2022

Perfect no frills way to invoice my customers

Very easy to use software with customer service there when you need it.

PROS

Very easy to use interface for sending out recurring invoices. All I needed was a way to send out professional invoices every month and this does this super well. Also love that they don't charge a transaction fee for ACH payments.

CONS

Can't think of anything at the moment.

Reason for choosing Finli

Wanted to setup recurring payments

Read All 13 Reviews