When a business owner opens a Lili account through an accountant referral, they become eligible for an exclusive pricing offer on Lili’s advanced tools.

Accountant‑referred clients receive:

• 70% off the Lili Smart plan for 12 months
• 70% off the Lili BusinessBuild Program for 12 months

This lets your clients get Lili’s banking‑plus‑accounting tools and credit‑building program at a significantly reduced cost during their first year.

What does the offer include?

For eligible accountant‑referred clients:

• The Lili Smart plan gives access to advanced features like built‑in bookkeeping tools, categorized transactions, reports, invoicing, and cash‑flow insights on top of core business banking.
• The Lili BusinessBuild Program provides tools and services designed to help build the business’s credit profile over time, including a secured product that reports to business credit bureaus.

The 70% discount applies to the subscription price of both the Smart plan and the BusinessBuild Program for the first 12 months after each subscription is activated. Any applicable free trial (if offered) would typically come first, followed by the discounted billing period.

Who is eligible for this offer?

In general terms, a client is eligible if:

• They open a new Lili business account via an eligible accountant referral path (for example, using the accountant’s referral link in an invite sent from the Accountant Portal).
• They activate the Lili Smart plan and/or BusinessBuild Program on that referred account within the timeframe defined by the offer.
• Their account remains open and in good standing throughout the discounted period.

The offer usually:

• Applies to the first Smart plan subscription and the first BusinessBuild subscription on that referred account.
• Is non‑transferable and may not be combined with certain other promotions, unless explicitly stated.
• Is subject to Lili’s promotion terms and conditions, which can be updated or discontinued.

For any public‑facing Help Center or marketing copy, you should also reference that the offer is governed by its official terms and conditions and may change over time.

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 services are 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.