Adfin

Angus Tylee

Adithya Kunigiri

Connect Xero, QuickBooks and the other tools you already use.

Connecting your software

Connect your Adfin account with a Xero organisation to automatically import invoices, customers and make reconciliation easy.

Connect your Xero account to Adfin

This feature helps automatically migrate your recurring and one-off invoices to Adfin as soon as a customer signs a direct debit mandate.

Automatic invoice migration for Xero and QuickBooks

Learn how Adfin integrates with Xero invoices and how to ensure your customers see an Adfin On Demand payment link on their invoice PDF, making it easy for them to…

Adding Adfin payment links to your Xero Invoice PDFs

How do Xero branding themes affect invoice processing and customer notifications in Adfin?

Use advanced settings to sync as Overpayments or Prepayments and specify VAT

Customise how you sync payments without an invoice to Xero

Find out how to import your outstanding Xero invoices into Adfin

Import Xero invoices that have already been approved and sent into Adfin

Connect Xero to Adfin and control how invoices, branding and payments sync between the two.

Xero

Connect your Adfin account with a QuickBooks organisation to automatically import invoices, customers and make reconciliation easy.

Connect your QuickBooks account to Adfin

Find out how to import your outstanding QuickBooks invoices into Adfin

Import QuickBooks invoices that have already been saved and sent into Adfin

Connect QuickBooks to Adfin and import the invoices you want collected.

QuickBooks

Connect your Microsoft 365 or Gmail to Adfin

Send emails from Adfin using your Microsoft 365 or Gmail address

Connect Adfin to Engager in minutes and tailor your setup to work exactly how you want.

Get started with Adfin payments in Engager

Connect Adfin to Socket in minutes and tailor your setup to work exactly how you want.

Get started with Adfin payments in Socket

Connect Adfin to your email provider and to tools like Engager and Socket.

Other tools & email

How to manage the process of switching between Xero and QuickBooks, and what it means for your Adfin integration.

Switching your accounting software

Migrating your customers & invoices in Adfin when you change accounting software

Accounting Software Migration

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.