Adfin

All of the advantages of a digital payment method, at lower cost.

An introduction to Adfin bank transfers

Your payout account is where Adfin pays your collected funds. How to request a change, who can do it, what proof to send, and what to update afterwards.

How to change your payout account

Learn about the maximum transaction limits per payment method and how to manage these for your account and different customers.

Managing payment limits for each payment method

Surcharging lets you recover the cost of accepting card payments by passing card fees on to your customer.

Use surcharging to pass back card fees to your customers

Learn how partial payments work in Adfin, how to enable them, and how to track payments once they’re made.

Collect partial payments with Adfin

Take a card payment while speaking to your client, using Adfin’s secure phone payment flow.

Taking card payments over the phone

Autopilot is an end-to-end agentic AI chasing tool. Adfin Autopilot can take your existing chasing message templates, adapt them to the relevant context, and send them: automatically.

Adaptive templates

The Activity log provides a clear, chronological record of all actions, updates, and status changes. It’s a useful tool for tracking payment progress.

View and understand the timeline of events for a payment collection in Adfin

Send customer statements from Adfin to help nudge customers to pay what they owe. It’s an easy way to follow up on outstanding balances without sending individual chasers.

Use statements to nudge customers to settle unpaid invoices

Invoice statuses and activities allow you to easily track what is happening with each invoice.

Track statuses and activity for your invoices

Angus Tylee

The payment options Adfin supports and how to set them up for your customers.

Overview & methods

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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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