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Set up your account, compare plans, and reach support.

Getting started

Create, issue, edit, and void invoices, with terms, installments, and late fees.

Invoices

Payment methods, card fees, bank details, checks, and how long payments take.

How your customers pay

Match payments to invoices, split one payment across several, and trace a payment.

Applying payments

Credit notes, overpayments, refunds, and card disputes.

Credits, refunds, and chargebacks

Automatic charges for customers who save a card or bank account.

QuickPay

When you get paid out, and how to match deposits to payments.

Payouts and reconciliation

Customer records and groups, reminder emails, statements, and alerts.

Customers, reminders, and statements

Connect Shopify, and how orders, payments, and refunds sync.

Shopify

Connect QuickBooks and keep invoices, payments, and fees in sync.

QuickBooks Online

Sign-in, your plan, invoice settings, checkout, reports, and the audit log.

Your account and settings

Other integrations

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Track the progress of all tickets related to your company.

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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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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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