## Accounting software and banking in one platform

Managing your accounting, banking, and payments in one platform simplifies your bookkeeping and gives you a clear picture of your financial position.

Lili is a financial technology company, not a bank.

Banking services are provided by Sunrise Banks, N.A., Member FDIC

### Transaction categorization

Instantly categorize transactions as they happen so you can ensure your books are accurate and always up to date.

### Income & expense insights

Insights displayed in your Lili account that provide you with a clear understanding of the financial status of your business.

### Financial reports

Auto-generated financial reports including expense, profit & loss and cash flow statements, readily available in your Lili account.

### Receipt scanner

Conveniently attach receipts to each transaction in your Lili account with a quick photo from your phone, and add notes.

## Choose the Plan That Works For Your Business

### Lili Premium

$35.00 / Month

$0 Minimum Deposit | **30 Day Free Trial**

#### Plan Highlights:

- Advanced Business Checking Account
- Metal Visa® Business Pro debit card with Cash Back Rewards
- Fee-free ATM withdrawals at 38K locations
- Get paid up to 2 days early
- Receive domestic wire transfers
- Automatic Tax Savings
- Fee-free Overdraft up to $200
- 2.0% APY on Savings
- Dedicated Account Specialist
- Priority Customer Support

##### Premier Priority Service
- Front of the line experience with priority support and a dedicated account specialist

##### Smart Bookkeeping
- Instantly sort income and expense transactions into tax categories
- Attach receipts to expenses, add notes

##### Financial Reports
- On-demand reporting including profit & loss and cash flow statements

##### Unlimited Invoices and Payments
- Easily create and send invoices
- Accept payments instantly
- Track invoices and send reminders

##### Tax Reports (1065/1120/Schedule C)
- Maximize your tax refund with pre-filled business tax forms.

### Lili Smart

$20.00 / Month

$0 Minimum Deposit | **30 Day Free Trial**

#### Plan Highlights:

- Advanced Business Checking Account
- Visa® Business Pro debit card with Cash Back Rewards
- Fee-free ATM withdrawals at 38K locations
- Get paid up to 2 days early
- Receive domestic wire transfers
- Automatic Tax Savings
- Fee-free Overdraft up to $200
- 2.0% APY on Savings

##### Smart Bookkeeping
- Instantly sort income and expense transactions into tax categories
- Attach receipts to expenses, add notes

##### Financial Reports
- On-demand reporting including profit & loss and cash flow statements

##### Unlimited Invoices and Payments
- Easily create and send invoices
- Accept payments instantly
- Track invoices and send reminders

##### Tax Reports (1065/1120/Schedule C)
- Maximize your tax refund with pre-filled business tax forms.

### Lili Pro

$9.00 / Month

$0 Minimum Deposit | **30 Day Free Trial**

#### Plan Highlights:

##### Expense Management Tools & Reports
- Organize your expense transactions into tax categories
- Attach receipts to expenses, add notes
- Easily generate monthly expense reports

### Lili Basic

$0.00 / Month

$0 Minimum Deposit

#### Plan Highlights:

- Business Checking Account
- Visa® Business debit card
- Fee-free ATM withdrawals at 38K locations
- Get paid up to 2 days early
- Receive domestic wire transfers
- Automatic Savings

## Account security you can rely on

FDIC Insured

All Lili accounts are insured up to $250,000 through our partner banks, Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC.

Constant Control

Receive transaction notifications as they happen and instantly freeze your card from the app if something looks off.

Secure

Lili uses industry-leading security and encryption software and constantly focuses on providing you a more secure experience.

### 3 Steps and you're in business

01

Tell us about yourself

Fill in some basic personal information.

02

Tell us about your business

Share a few details including business type, EIN and industry.

03

Select a plan

Choose the account plan that best fits your business.