# Finli Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Finli the right Payment Processing solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/239736/Finli/reviews

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Finli

5 (13)

[View alternatives](https://www.capterra.com/p/239736/Finli/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Finli

Ease of use

4.8

Customer Service

5.0

## Showing most helpful reviews

Showing 1-13 of 13 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DV

Danica V.  
Dance Studio Owner/Teacher  
Performing Arts  
Used the software for: 1-2 years

### "Above and Beyond Customer Support!"

January 12, 2022

5.0

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.

Switched from

[Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)

More for my money being offered in one site.

Review Source

KS

Kayvon S.  
Owner  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "Solid invoicing for my coaching business"

November 16, 2021

5.0

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

Alternatives considered

[Invoice2go](https://www.capterra.com/p/81858/Invoice2go/)[Wave](https://www.capterra.com/p/178021/Wave-Apps/)[Venmo](https://www.capterra.com/p/222572/Venmo-/)

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.

Review Source

JM

Jorge M.  
Branch Manager  
Computer Hardware  
Used the software for: 1-2 years

### "Great software, easy to use."

November 30, 2021

5.0

Great value

Pros

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

Cons

Need to show preview before processing invoice

Review Source

ND

Nicolas D.  
Owner/Manager  
Real Estate  
Used the software for: 1-2 years

### "Simple and effective"

December 5, 2021

5.0

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.

Review Source

JD

Jonathan D.  
Owner  
Real Estate  
Used the software for: 6-12 months

### "Perfect no frills way to invoice my customers"

February 11, 2022

5.0

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.

Alternatives considered

[Venmo](https://www.capterra.com/p/222572/Venmo-/)

Reason for choosing Finli

Wanted to setup recurring payments

Review Source

YH

Yanli H.  
Accounting  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Super easy to use for new users "

November 30, 2021

5.0

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.

Review Source

CB

Claire B.  
Graphic Designer  
Graphic Design  
Used the software for: Less than 6 months

### "Savings!"

November 19, 2021

5.0

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!

Review Source

ZZ

Zoey Z.  
Research  
Research  
Used the software for: 2+ years

### "Nice software"

November 30, 2021

5.0

Pros

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

Cons

Nothing to complain. So far, everything works well.

Review Source

Response from Finli

December 3, 2021

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

JL

Jon L.  
Mortgage Broker  
Real Estate  
Used the software for: Less than 6 months

### "Great User Friendly Software"

November 16, 2021

5.0

Pros

Easy to use and very intuitive interface.

Cons

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

Review Source

MM

Mark M.  
President  
Retail  
Used the software for: Less than 6 months

### "My Experience with Finli"

November 16, 2021

5.0

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.

Review Source

SV

Shivani V.  
Interior Designer  
Architecture & Planning  
Used the software for: I used a free trial

### "Zero fees!"

June 2, 2022

5.0

Pros

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

Cons

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

Review Source

Response from Finli

June 6, 2022

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!

JM

Jon M.  
Web Developer  
Computer Software  
Used the software for: Less than 6 months

### "Finli has made it super easy to get paid"

February 10, 2022

5.0

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.

Switched from

[Wave](https://www.capterra.com/p/146264/Wave/)

Wave was over complicated

Review Source

BF

Brett F.  
Consultant  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Fantastic for invoicing!"

December 9, 2021

5.0

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.

Review Source

Response from Finli

December 13, 2021

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!

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