Adfin

Learn how to setup customer agents and automate getting paid

How to get paid with customer agents

How optimised chasing works, how to set its boundaries, and how to get the best results.

How to use optimised chasing to get paid faster

Learn about the transition from workflows to customer agents

Introducing customer agents: an upgrade on your existing workflows

UK law gives you the right to charge late fees on overdue invoices; you can automate this with Adfin

How to use automated late payment fees to get paid faster

An optional agent skill that moves customers onto direct debit after an On Demand payment.

Encourage direct debit usage

An Auto Collect agent option that falls back to On Demand when direct debit retries fail.

Use On Demand if retries fail

What does your customer see when you send them an On Demand payment request?

How invoices get paid: On Demand payer experience

What your customer sees when you us Auto Collect

How invoices get paid: Auto Collect payer experience

How to pause Adfin's chasing and collection for a customer or a specific payment, the duration choices, and what to expect.

How to pause reminders and collection in Adfin

Learn how to change a payment collection method.

Change how an invoice is collected: On Demand and Auto Collect

Angus Tylee

Everything you need to configure customer agents: routing, communication, skills, and invoice overrides.

Customer Agents

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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.

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

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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.

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

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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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