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What is Finli?

Streamlined invoicing is crucial for businesses as it accelerates payment processes. With functionalities such as immediate invoicing and the ability to set up recurring payments, businesses can efficiently manage client records and communication all in one place. You can create professional invoices and accept digital payments without incurring extra charges. Finli is designed as a robust payment management solution specifically for small businesses. The platform allows you to send invoices through text or email for prompt payment with minimal effort. Furthermore, it supports the creation of memberships, subscriptions, and recurring billing, effectively automating your revenue streams. Customers appreciate the flexibility of splitting payments and choosing from a variety of payment options. You can easily access detailed insights into customer transactions and interactions. Clients can conveniently pay their invoices via a browser or mobile app, and sending invoices comes at no cost. Finli proves to be an outstanding payment management option, particularly for educators. Additionally, you have the ability to integrate package discounts, set no-show fees, and tailor other payment features to meet your specific business requirements, enhancing overall customer satisfaction. By leveraging these tools, you can empower your customers to navigate their payment processes with ease and efficiency.

What is DepositFix?

DepositFix offers an all-encompassing B2B payment and billing solution that optimizes the entire lead-to-cash process by unifying payments, CRM, and QuickBooks into a single, seamless platform. It supports a wide array of B2B payment methods, such as ACH, eCheck, card-not-present transactions, virtual terminals, surcharging, and dual pricing through advanced multi-gateway routing and integrated checkout forms. The system also effectively oversees hosted payment pages, product catalogs, discount codes, and one-click upsells to enhance user experience. Its billing functionalities feature options for recurring and progressive billing, automatic sales tax computations, self-service client portals, and streamlined quote-to-cash workflows. Invoicing is made easy with customizable templates, bulk batch generation, pay-by-link capabilities, Excel-based invoicing, and automated invoice presentation and reconciliation. Furthermore, DepositFix integrates effortlessly with platforms like HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, providing users with a unified view of their payment data and drastically minimizing the manual data entry and reconciliation burden. This comprehensive solution not only boosts operational efficiency but also significantly enhances financial management for businesses, allowing them to focus on growth and customer satisfaction. By leveraging such an integrated approach, companies can ensure they remain competitive in an evolving market landscape.

Media

Media

Integrations Supported

Integrations Supported

Authorize.Net
Bill & Pay
CardConnect
ConnectBooster
Facebook
Facebook Ads
Google Analytics
Google Sheets
HubSpot CRM
Jobber
Meta Ads
Microsoft Excel
PayPal
QuickBooks Payments
ServiceTitan
Zapier
monday AI work platform

API Availability

API Availability

Pricing Information

$25 per month
Free Version
Free Trial Offered?

Pricing Information

$190 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Finli

Company Location

United States

Company Website

finli.com

Company Facts

Organization Name

DepositFix

Date Founded

2014

Company Location

United States

Company Website

www.depositfix.com

Categories and Features

Billing and Invoicing

Billing Portal
Contingency Billing
Hourly Billing
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Recurring Billing

Categories and Features

Billing and Invoicing

Not specified

Payment Processing

Not specified

Virtual Terminals

Not specified

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