Finli, Inc.

About Finli 3

• What is Finli?
• What can I use Finli for?
• How much does Finli cost?

Security 2

• How secure is Finli?
• Why do you need my bank account login credentials?

Account Management 5

• How do I set up a Finli account? (Video Narration)
• How do I link my bank account on Finli App? (Video Narration)
• How do I update my email address on the Finli App?
• Where do I go to reset my password?
• How do I delete a payment method on file?

Payments 4

• Am I charged for using a credit card on Finli?
• Which payment methods are supported?
• I could not find my bank from the list of bank options. How do I pay?
• Does Finli accept international payments or contributions?

Paying bills Issued by a School 15

• How do I pay a bill issued by a school? (Video Narration)
• Do I need to download the Finli App to pay bills issued by a school?
• I’ve signed up and added my bank account. What’s next?
• How will I be notified of upcoming bills?
• Where do I review my bill?

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Bills added by you 7

• Why should I add bills for payment to Finli? (Video Narration)
• Is there a fee to add bills to Finli?
• What type of bills can I upload?
• How do I create bills for payment? (Video Narration)
• What happens after I submit a bill?

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Contribute to my bills 4

• How do I invite my friends and family to contribute? (Video Narration)
• Can the public contribute to my bills on Finli?
• How can I see who has contributed to my bills?
• Is there a fee to contribute to a bill?

Contributing to others’ bills 12

• How do I contribute to a bill?
• How do I request to contribute to others' bills?
• Where should I go to accept an invitation request in order to contribute?
• I want to view the recent bills that I’ve contributed. Where should I go?
• Where can I view recurring bills that I’m contributing to?

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General 7

• What is the Finli Portal? (Video Narration)
• How do I add a customer to my Finli Portal?
• I want to link a bank account, but I don’t see my bank from the list of banks to choose from, what should I do?
• How do I download a file or report from Enterprise Portal?
• I want to edit the invoice for a customer, where should I go?

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Class Takers 10

• What are Finli Classes?
• How long are classes?
• Why is participation limited to a certain number of people?
• How do I prepare for my class? Is any special equipment needed?
• When do I schedule a class?

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Class Instructors 5

• What is the cost to be on Finli Classes?
• How and when am I paid?
• How are classes scheduled?
• Can I reschedule a class?
• Am I an independent contractor? Do you issue a 1099?