Adfin offers a range of features to streamline your accounts receivable process.
Invoices
Invoice management & distribution: Import, create, or use AI to capture invoice data from PDFs.
Payments
Collection
Multiple payment options: Collect payments via Direct Debits, Cards, and Pay by bank.
Secure payment processing: Accept Visa, Mastercard, Apple Pay, and Google Pay globally.
Dynamic direct debits: Automatic retries and notifications for failed payments at no extra cost.
Timely transfers directly to your designated client account for consistent cash flow.
Discounts (beta)
Offer Prompt Payment Discounts (PPDs) to Incentivise faster payments with percentage-based discounts for early invoice settlement.
Credit control
Automated credit control: Send customisable reminders via email, SMS, or WhatsApp. The reminder sequences can be configure at both the invoice and customer level.
Customer management
Customer management: Manage customers and issue Direct Debit mandates within the Adfin Console.
Cancel direct debit mandates, use a customer search bar, and merge customer profiles as needed.
Multiple email recipients: Add multiple recipients to emails sent by our system for better communication.
Accounting software support
Automated reconciliation: Payments are automatically matched with corresponding invoices and reconciled back to your connected accounting software.
Today we support Xero & QuickBooks.
Visibility into all payments and payouts for improved efficiency and cost control.
Easily track invoice and Direct Debit mandate statuses.
Re-send invoices and mandates.
Sorting and filtering: We remember your preferences for a more personalised experience.
Security
Enhanced security measures:
24/7 alerting and incident management
Encryption of all stored data and data in transit
Regular security penetration tests
Biometric authentication for bank payments