Streamlined

See how Streamlined takes you from invoice to payout for the businesses you sell to.

Learn what Streamlined does

How Streamlined helps businesses that sell to other businesses get paid sooner, with less work.

See why B2B teams choose Streamlined

Take ACH, wires, checks, bank debit, and cards, in the currencies your customers use.

Offer the ways your business customers pay

How Streamlined matches incoming payments and remittances to your invoices, so you don't do it by hand.

Let Streamlined apply payments to invoices

Reminders, statements, QuickPay, and late fees that follow up on open invoices for you.

Get paid on time without chasing

See what Starter, Scale, and Enterprise include, and what happens when you change plans.

Compare plans and features

Invite teammates, choose which parts of the app they can open, and remove access.

Add, remove, or change a team member

Reach the Streamlined team, and what to send for a fast answer.

Contact support

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

Getting started

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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.

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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.

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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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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