Getting started with Adfin is quick and simple. Follow the steps below to set up your account.
1. Sign up online
Go to our sign-up form: https://console.adfin.com/auth/signup
Enter your personal details to create your Adfin user account.
Tip: If your phone number is being rejected, try removing the ‘0’ before the country code.
2. Verify your email
We’ll send you a verification code by email.
Enter the code into the form to confirm your email address and continue.
Tip: If your code expires, you can request a new one by clicking ‘Resend’.
3. Add your business details
Tell us a little about your business. This usually takes just a few minutes.
Tips:
Enter your business name exactly as it appears on Companies House, so we can match your details correctly.
If you are an accountant or bookkeeper, please select: Professional Services > Accounting, Auditing and Bookkeeping activities.
If you provide other professional services and cannot find your exact industry, select: Professional Services > Professional Services not otherwise listed.
Avoid selecting “Other” unless none of the listed options apply, as this may delay onboarding.
4. Access your Adfin account
Once your business details are submitted, we’ll create your Adfin account straight away.
You’ll be able to:
Upload invoices
Explore the dashboard
Please note: You won’t be able to request payments until verification is complete.
5. Complete verification
To enable payments and full account functionality, we need to verify key individuals involved with the business. This usually takes just a few minutes.
Tips:
Most verifications are completed instantly. In some cases, it may take up to two business days. We’ll let you know if we need anything further.
If your bank account cannot be verified straight away, you can still start accepting payments. We’ll confirm once verification is complete.
Please ensure you sign all agreements presented to you during setup.