Lili

Now that we’ve officially entered 2025, what should you be doing to prepare? The new year brings many important tasks for small business owners, from goal setting to tax preparation. Our guide, “Financial Housekeeping: 8 Steps to Prepare Your Small Business for the New Year,” will help you hit the ground running in January. Gain clarity on where your business stands and close your books with confidence. Read more on the Lili blog: https://ow.ly/2ilp50UyvC8 #SmallBusiness #FinancialPlanning #TaxSeason #Lilibanking Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

2024 has been an exciting year of growth and recognition for Lili and our customers! Together, we've reached major milestones, embraced innovation, and celebrated success. Your trust and feedback have driven us to excel, and these achievements belong to you as much as they do to us: 🏆 Tearsheet’s Best Bank for SMBs 🏆 Tearsheet’s Best App for SMBs 🏆 Deloitte’s Technology Fast 500 🏆 Inc. 5000 of Fastest-Growing Private Companies 🏆 Most Exceptional Entrepreneur by Goldman Sachs 🏆 Finalist for Fintech Accounting 🏆 Finalist for Fintech US Disruptor A huge thank you to our amazing team, loyal customers, and incredible partners. We're committed to building even better tools in 2025 to support your success and simplify financial management. We can’t wait to see what the new year brings! #AwardsAndRecognition #LiliBanking #FintechAwards #SmallBusinessBanking #2025Goals Group 11, Foundation Capital, AltaIR Capital, Primary Venture Partners, Torch Capital, Target Global, Zeev Ventures Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

Proper year-round bookkeeping that helps small businesses monitor their cash flow and withhold money for taxes can be the difference between thriving and failing. But when full-time bookkeepers and accountants are too costly, there is a strong substitute: financial tools. Our CEO, Lilac Bar David, addresses these issues in an op-ed titled, “Every Season Is Tax Season For Small Businesses. Better Financial Tools Can Reduce The Burden” highlighting how many small business owners face challenges with their taxes throughout the year and how integrated financial tools can minimize mistakes and lighten the load. Read the full article here: https://ow.ly/bCvH50UvCiJ #FinancialTools #TaxSeason #BusinessFinance #SmallBusiness #LiliBanking #CPAPracticeAdvisor Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

🎄✨The holidays are just around the corner—are you ready? ✨🎄 The holiday season tends to be the busiest time of the year as consumers and businesses ramp up their purchasing volume and frequency. Your small business can make the most of it by meeting your customers’ seasonal needs and streamlining operations. From developing a holiday plan and decorating to strategic scheduling and payment planning, these steps can help you create a memorable and profitable season. Here's a quick last-minute checklist to prepare your small business for a successful season: https://lnkd.in/dcd5ihuN Wishing you and your loved ones a Happy Holiday! #HolidayPrep #SMBSuccess #SmallBusiness #EntrepreneurLife #BusinessTips #HolidaySeason

We are excited to announce that we have been named the winner of Tearsheet’s Best App for SMBs and Best Bank for SMBs! The TEARSHEET SMB Finance Awards acknowledges the top financial services companies driving innovation and growth for small businesses in this vital sector of the economy. Small businesses are the backbone of their communities, but many struggle with fragmented financial tools. Lili was created to simplify this by offering an all-in-one platform with banking, accounting, and tax tools. Our mission is to provide the tools and resources they need to succeed and drive innovation in their communities. Congrats to all of the other winners: BILL, U.S. Bank, Vagaro, and Intuit QuickBooks. We're grateful to stand alongside such exceptional companies. What a way to wrap up 2024! Read more: https://lnkd.in/dpBPtHV7 #SMBFinance #FinancialServices #LiliApp #TearsheetAward Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

Our team came together to donate clothing and toiletries to Xavier Mission, contributing to a meaningful cause that supports New Yorkers in need. This initiative truly reflects the spirit of the season and our commitment to making a positive impact. We’re proud to see our team embrace the opportunity to give back and foster meaningful connections within our community. Thank you to everyone who participated in this generous effort! #SupportLocal #GiveBack #SeasonOfGiving #TeamLili #XavierMission Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

We’re pleased to be mentioned in a recent article about Amazon’s investment in Anthropic, highlighting the pivotal role AI plays across industries. At Lili, we’ve been utilizing Anthropic’s AI for over a year to enhance our Lili AI—from predictive transaction categorization to Accountant AI and more. The integration of AI into small businesses isn't just about improving operations – it's about ensuring that small businesses can thrive in a rapidly changing landscape. Read the full article here: https://lnkd.in/gdad3qPh #ArtificialIntelligence #SmallBusiness #AI #LiliAI Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

We recently had the pleasure of sitting down with some of our customers during a roundtable session. Their feedback provided invaluable insights, as it helps us better understand the challenges they face as small business owners. We’re always eager to hear how Lili can support them more effectively, and we look forward to continuing to develop the financial tools that meet their needs. A big thank you to our customers for participating and sharing their insights. #CustomerFeedback #SmallBusiness #CustomerExperience #lilibanking Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

Fintechs are rolling out AI-driven tools for tax planning and wealth management, focusing on customer-facing products, while banks are slower to adapt. Tearsheet's recent article, “The call for Gen AI and why banks are slow to answer it” highlights how Lili’s Accountant AI, a generative AI tool, is already ahead of the curve in addressing the needs of small business owners. By harnessing financial data and industry insights, Accountant AI helps streamline accounting and tax management, giving small business owners a powerful tool to simplify their financial process. Read the full article here: https://lnkd.in/gQDznnyj #AI #AccountingTech #Fintech #SmallBusiness #Innovation Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC.

Small businesses are the heroes of America’s economy and the lifeblood of local communities. This Small Business Saturday, we’re celebrating the hardworking entrepreneurs who keep our communities thriving. Show your support by shopping with your favorite small businesses today! #SmallBusinessSaturday #ShopSmall #LiliForSmallBiz #Happyshopping