Become a Lili accounting partner

    Business banking that powers modern accounting firms

    Clean banking data that flows into QuickBooks and Xero
    One dashboard to access all client accounts
    Up to $350 bonus + 10% revenue share on all Lili banking products
    Become a Partner
    Lili is a financial technology company, not a bank.
    Banking services are provided by Sunrise Banks, N.A., Member FDIC
    $0 monthly fees on Lili Core

    Smarter business banking
    for better client outcomes

    Online banking for small business owners building alone or scaling a company.

    High-speed, high-volume payments

    Express ACH, domestic & international wires9, expedited check deposits11

     

    $3 Million FDIC Insurance

    Expanded protection through a sweep network12

    Up to 4.00% Annual Percentage Yield (APY) on savings

    Daily earnings, no lockups3

    24/7 credit profile access

    Track your business credit score in real time, directly from your Lili account13

    Works with the tools you already use

    Seamless integration with the platforms you rely on

    The best partner program in business banking

    Up to $350 cash bonus for every qualified client

    10% revenue share on all banking products, starting from the first client

    Accountant portal with one login across all client accounts

    Free Lili Premium for your firm – for life

    Get VIP support from a dedicated account manager

    Join the Partner Program

    The best partner program in business banking

    Up to $350 cash bonus for every qualified client

    10% revenue share on all banking products, starting from the first client

    Accountant portal with one login across all client accounts

    Free Lili Premium for your firm – for life

    Get VIP support from a dedicated account manager

    Join the Partner Program

    Become a partner in just 3 steps

    Meet your dedicated account manager

    Your Lili partner manager will guide you through setup and help you get started.

    Set up your accountant portal

    Work together to create your firm’s partner portal and prepare it for client onboarding.

    Invite clients and start earning

     Bring clients onto Lili and earn up to 10% revenue share across Lili’s banking products.

    Full partner rewards, from your first client.

    Lili Partner Program
    Industry Programs
    Cash bonus reward per qualified client
    $200- $350
    $50- $300
    Revenue share from your first client on all banking products
    ✓ 10% revenue share per client
    ✕
    Free financial tools for your firm
    ✓ Free Lili Premium for life
    ~ Discounts vary by tier
    Integrated business credit building and monitoring tools
    ✓
    ✕
    Dedicated account manager for your firm
    ✓ Included
    ✓ Typically included
    Priority onboarding for clients
    ✓
    ✓ Typically included
    Co-marketing opportunities
    From your first client
    Only at the highest tier
    Terms and conditions apply.
    Simplify

    Real-time banking data
    directly inside QuickBooks.

    Live sync with QuickBooks Online and Xero, reflecting bank activity instantly in your ledger

    Enriched transactions with standardized merchant names and consistent categorization

    Attached notes, receipts, and check images where relevant

    Control

    Full visibility across your entire client portfolio

    One login

     Access and manage every client account from a single, centralized dashboard.

    Reports, ready when you are

    Download statements and financial reports instantly, without chasing documents.

    Effortless accounts payable

    Upload and manage client bills, route payments for approval, and keep everything synced with QuickBooks Online.

    Dedicated support that grows with your firm

    Save time, and deliver a smoother experience to every client – with a dedicated account manager who works alongside your team from initial setup through daily operations and knows your firm, your workflows, and your goals.

    Meet your Dedicated Account Manager
    Collaborate

    Help clients plan ahead, not catch up

    Our Tax Savings allocates funds for taxes automatically, based on each client’s income and activity type2,7

    Pre-set percentage allocations from every incoming payment

    Funds moved automatically into a dedicated tax reserve

    Instant access to reserved funds

    Be the one who thought about funding before they needed it

    Strengthen the value you deliver while helping clients access better banking and credit tools.

    Access to 6 Dun & Bradstreet business credit scores 13
    Ongoing visibility into key credit indicators
    Structured tools that support credit improvement
    Become a Partner

    Contact Us

    Live support, 7 days a week

    Email us at [email protected]

    Lili App Inc.
    Offices at 15 West 18th Street, New York, NY 10011, United States.

    Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted.


    Wire Transfer service provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.

    1 Eligibility for cashback awards is available to Lili Pro, Lili Smart, and Lili Premium account holders only; applicable monthly account fees apply. For details, please refer to your Sunrise Banks Account Agreement.

    2 Accounting, tax preparation and invoicing software is available to Lili Smart and Lili Premium account holders only; applicable monthly account fees apply. For details, please refer to your Sunrise Banks Account Agreement.

    3 The Annual Percentage Yield (“APY”) for the Lili Savings Account is variable and may change at any time. The disclosed APY is effective as of November 13, 2025. Must have at least $0.01 in savings to earn interest. 2.25% APY applies to balances of up to and including $500,000. 4.00% APY applies to balances over $500,000 and up to and including $1,000,000. Any portions of a balance over $1,000,000 will not earn interest or have a yield. Available to all Lili plans.

    4 Reserved.

    5 Early access to ACH transfer funds depends on the timing of the payer’s submission of transfers. Lili will generally post these transfers on the day they are received which can be up to 2 days earlier than the payer’s scheduled payment date.

    6 Up to $1,000 per cardholder per 24 hours period. Some locations have lower limits and retailer fees may vary ($4.95 max). Note that Lili does not charge transaction fees.

    7 Lili AI and other reports related to income and expenses provided by Lili can be used to assist with your accounting. Final categorization of income and expenses for tax purposes is your responsibility. Lili is not a tax preparer and does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors regarding your specific situation.

    8 Lili does not charge debit card fees related to foreign transactions, in-network ATM usage, or card inactivity, or require a minimum balance. The Lili Visa® Debit Card is included in all account plans, and remains fee-free with the Lili Core plan. Applicable monthly account fees apply for the Lili Pro, Lili Smart, and Lili Premium plans. For details, please refer to your Sunrise Banks Account Agreement.

    9 International wire transfers are only available to legal entity customers (LLCs, corporations, and partnerships). Transfers can be made to and from select countries. Please check your app for the most up to date list. Fees apply. Learn more here Sunrise Banks Account Agreement.

    10 Access to capital is provided by our partners that offer business loans or lines of credit. Lili is a financial technology company, not a bank or lender. Underwriting required.

    11 Expedited availability of funds is based on individual circumstances.

    12 FDIC insurance only covers the failure of an FDIC insured bank. The standard FDIC deposit insurance limit is $250,000 per depositor, per FDIC insured bank, per ownership category through Sunrise Banks, N.A and the sweep program banks. See Sunrise Banks Account Agreement and Addendum to Sunrise Banks Account Agreement.

    13 BusinessBuild is an add-on feature available to all Lili Accounts, except sole proprietorships and non-US citizens. After a one-month free trial, account holders will be charged $18 per month for the next three months, then $30 per month thereafter. Monthly BusinessBuild payments are reported to Dun & Bradstreet and may help build your business credit profile. Late or missed payments may negatively impact your profile. By integrating your Lili Account through the D&B Credit Insights banking integration feature, there may be potential for you to positively impact your Delinquency and Failure Scores. Dun & Bradstreet requires a minimum of six months of business banking transaction history to be able to potentially impact these scores. Customers must be enrolled in the BusinessBuild feature to access the Lili BusinessBuild Card (Card). Lili App Inc. (Lili) partners with CapitalOS and First Internet Bank of Indiana, Member FDIC, for the Card. Lili is a financial technology company, not a bank or lender. CapitalOS is a financial technology company and lender, not a bank. CapitalOS or one of its affiliates is the lender, and Cards are issued by First Internet Bank of Indiana, pursuant to a license from Visa U.S.A. Inc.

    14 The Core banking account has no monthly fee. Monthly fees apply to the Pro, Smart, and Premium accounts. See the fee schedule here for details.

    15 To learn more about our fees, please check out our fee schedule here.

    16 Figures based on a Lili survey conducted between January 1, 2025 and January 1, 2026. Information available upon request.

    © 2026 Lili App Inc. All Rights Reserved. PO Box 1809, New York, NY 10156