Business banking that powers your accounting firm

  • All your clients in one portal
  • Enriched transactions synced live to QuickBooks
  • Your AI tools connected straight to the data
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    Real-time banking data, directly inside QuickBooks

    Already synced

    Bank activity reflects in QuickBooks and Xero in real time, so reconciliation isn't a separate step anymore.

    Already decoded

    Merchant names, categories, and transaction details come through clean, not "SQ *RNDM8392".

    Already attached

    Already attached: Receipts, notes, and check images stay with every transaction — not buried in email.

    Every client account, on your terms.

    Statements on demand

    Download statements for your entire client base in bulk. No logging into each account, no waiting on a 2FA code.

    One login

    Skip the password rotation fiasco, and view every client account from a single dashboard.

    Accounts payable in one place

    Stop hunting for receipts at month end – upload client bills and route payments for approval, all from one place.

    Book Your Demo

    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.

    Available on
    Call
    Email
    AI assistant
    Help Center

    Help clients plan ahead, not catch up

    Pre-set percentage allocations from every incoming payment
    Funds moved automatically into a dedicated tax reserve
    Instant access to reserved funds
    Get Started

    Be the one who thought about funding before they needed it

    Real-time visibility into your client’s business credit profile13, so when funding comes up in conversation, you’re already ahead of it.

    Six Dun & Bradstreet business credit scores, in real time
    Built-in tradelines reporting to Dun & Bradstreet13
    Structured tools that support credit improvement

    Live client data, inside the AI tools you already use

    Lili MCP turns live client banking data into a prioritized view of what needs your attention, before the follow-ups, bottlenecks, and last-minute surprises begin.

    Reduce repetitive work

    Pull every client’s statements, receipts, and expense reports in one prompt.

    Catch issues earlier

    Surface missing documents, unmatched transactions, and overdue invoices.

    Use your existing AI tools

    Connect Lili to Claude, ChatGPT, and other MCP-compatible tools.

    Enterprise-grade security

    Operates within your existing Lili permissions, ensuring sensitive financial data remains protected.

    Book Your Demo

    Smarter business banking for better client outcomes

    High-speed, high-volume payments

    Express ACH, domestic & international wires9, expedited check deposits11

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

    Daily earnings, no lockups3

    $3 Million FDIC Insurance

    Expanded protection through a sweep network12

    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

    Integrates with the platforms you already use – QuickBooks, Xero, Stripe, Gusto, and more.

    Earn up to $350 plus 10% revenue share

    Best-in-class partner program

    Full partner value from your first client. No tiers, no thresholds.

    Earn up to $350 per client

    Receive a cash bonus for every qualified client you bring to Lili

    10% revenue share from day one

    Earn ongoing revenue on Lili banking products, starting with your first client

    One portal for all client accounts

    Manage every client from a single accountant dashboard with one secure login

    Free Lili Premium for for life

    Access advanced banking features for your own practice, with no monthly fee

    A dedicated account manager

    Work with a dedicated account manager who understands your practice and supports your growth

    Become a partner in just 3 steps

    number_1

    Meet your dedicated account manager

    Your dedicated Lili partner manager walks you through setup, end to end.

    number_2

    Set up your accountant portal

    We build your Partner Portal together and get it ready for client onboarding.

    number_3

    Invite clients and start earning

    Bring clients onto Lili and earn 10% revenue share on Lili banking products, from the first one.

    Become a Partner

    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. See lili.co/legal-documents/partner-program-agreement

    Become a Lili accounting partner

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      Contact Us

      Live support, 7 days a week

      Email us at [email protected]

      Lili App Inc.
      PO Box 1809, New York, NY 10156

      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 Reserved.

      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