Adfin

Understanding credit control and cash position statuses

Using Adfin to manage credit control and keep track of your cash flow

Add custom statuses to any activity that’s at risk, giving you more control over how you track and manage your credit control process

Manage credit control with custom statuses

Learn how to create, edit, and manage multiple contact persons for a single customer.

Managing multiple contact persons per customer

How to spot duplicate customers in Adfin, how to merge them, and how to stop duplicates appearing in the first place.

How to merge duplicate customers in Adfin

Learn how to archive customers you no longer need to actively manage, and how to reactivate them if needed later.

How to archive and reactivate customers in Adfin

Angus Tylee

Adithya Kunigiri

Customer records, defaults, statements and the payer experience.

Managing customers

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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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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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.