Streamlined

See which payout a payment goes into, when it's paid, and where to find it.

Track your payouts

A bank deposit doesn't match anything on your Payouts report? Find the payout behind it, then the payments, invoices, and customers in it.

Match a bank deposit to your payouts

Your bank deposit is less than the payments you expected. See the fees deducted, and the refunds and chargebacks, that make up the difference.

Find the fees, refunds, and chargebacks in a deposit

Update the bank account your payouts go to, from the Stripe account Streamlined set up for you.

Change your payout bank account

Why Streamlined creates its own Stripe account for your payouts instead of using one you already have.

Set up a new Stripe account for Streamlined

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

Payouts and reconciliation

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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.

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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.

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.

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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.

Prototype integrations answer

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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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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