All Finli Reviews

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Danica

Performing Arts, 1 employee

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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

Claire

Graphic Design, 1 employee

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

Savings!

They are a great team and very attentive to their customers.

PROS

As a small business owner/freelancer, I'm invoicing clients a lot. Most clients love to pay online through a bank transfer or with their credit cards. I love offering this as option, but many payment processing sites charge a high fee for each payment in addition to a monthly subscription. With Finli, I'm free of these fees and I can still offer this convenient payment option to my clients.

CONS

I only wish there was an invoice preview before sending. I always like to check over what the client sees on the other end!

Yanli

Business Supplies and Equipment, 201-500 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

Super easy to use for new users

PROS

Easy for new users and so security for users’ information. Recommend it for small business.

CONS

I feel it’s perfect for small business using, and for end users is good too for supporting family in transfer payment.

Zoey

Research, 1,001-5,000 employees

Used monthly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed November 2021

Nice software

PROS

So far, I think the software is easy to work with.

CONS

Nothing to complain. So far, everything works well.

Vendor Response

Hi Zoey thanks for the review and so glad to hear you are finding value in the software!

Replied December 2021

Jon

Real Estate, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

Great User Friendly Software

PROS

Easy to use and very intuitive interface.

CONS

Nothing. It is well thought out and ease of use is great!

Jon

Computer Software, 1 employee

Used monthly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Finli has made it super easy to get paid

Love it

PROS

Very easy to use by myself and my clients. Not much setup time so you can hit the ground running.

CONS

I signed up through my Google account which made the process easy but the app doesn't let me log in with google.

Reasons for switching to Finli

Wave was over complicated

Mark

Retail, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

My Experience with Finli

The ease of generating an invoice as needed when needed.

PROS

It is so easy getting paid, you generate the invoice and the funds are deposited right into your bank account. It's painless, reliable, and fast.

CONS

I haven't found anything I don't like as of yet.

Reason for choosing Finli

I wanted to try out the service and see how well it worked.

Shivani

Architecture & Planning, 1 employee

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed June 2022

Zero fees!

PROS

Amazing software, and no fees. Super helpful for small business owners!

CONS

Can’t customize invoices at all (font, color, etc.)

Reasons for switching to Finli

Fees were too much.

Vendor Response

Thanks for the review Shivani, we really appreciate your business! You are able to add your logo to your invoices which gives them a customized feel for your business. Thanks again!

Replied June 2022

Brett

Marketing and Advertising, 1 employee

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2021

Fantastic for invoicing!

PROS

So easy to build and send an invoice to my clients! I also like that I am able to keep track of all my customers within the portal too.

CONS

There wasn't an easy way to invoice using the pricing items with a unique description for each item.

Vendor Response

Thanks for your feedback Brett and glad you are enjoying Finli! We're adding the ability to add custom descriptions to each line item in the next few weeks so be sure to keep your eyes out for this update!

Replied December 2021

Showing 1 - 13 of 13 Reviews