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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.

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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.

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.

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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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What is Streamlined?

When should I consider Streamlined?

How can Streamlined help?

How much does it cost to use Streamlined?

Getting Streamlined

Sign up

Account setup

Create a Stripe account

Invite the team and accountant to Streamlined

Import customer list

Link a Shopify store to Streamlined

Link a Quickbooks Online account to Streamlined

Link a Netsuite Account to Streamlined

How do I get Streamlined?

Reset password

Edit account details

Streamlined Account

What is Streamlined QuickPay?

How does QuickPay work?

When will my customers get charged?

Will my customers be notified before they are charged?

What happens when the payment method is declined?

How do I enroll my customers in QuickPay?

How can my customers self-enroll in QuickPay?

How do I un-enroll a customer from QuickPay?

How can my customers update their QuickPay?

Streamlined QuickPay

Create a customer

Update a customer

Set net terms for a customer

Get payment instructions for a customer

Invite a customer to join QuickPay

View customer Statement of Account

Archive a customer

Export customer invoices

Customers

What is customer grouping?

How do I create a customer group?

How do I update a customer group?

How do I delete a customer group?

Import Shopify companies as customer groups

​​How do I sync changes for a Shopify company?

How do I set net terms for a customer group​​?

How do I set a preferred billing address for a customer group?

Where can I find a group's Statement of Account​​?

Customer Groups

Create an address

Edit an address

Delete an address

Set a preferred billing address

Remove a preferred billing address

Customer Addresses

What is Streamlined Onboarding?

How do I invite new customers?

How do I approve applications?

How do I deactivate Streamlined Onboarding?

Streamlined Onboarding

How are invoices organized?

Imports and Exports with Shopify

Invoicing

Create an invoice

Create a recurring invoice

Create a split invoice

Import a PDF order

Forward a PDF order

Create an invoice in Shopify

Import an invoice from Shopify

Set issue date in Shopify

Export draft invoices

Delete a draft invoice

Sync draft changes from Shopify

Edit an invoice

Duplicate an invoice

Issue an invoice

Archive an invoice

Bulk send invoices

Draft

Schedule an invoice

Bulk schedule invoices

Cancel scheduled invoices

Edit recurring invoice schedules

Scheduled

Export sent invoices

Bulk send reminders

Void an invoice

Edit a sent invoice

Record a new transaction

Print an invoice

Share an invoice link

Apply credit to an invoice

Sync invoices to Quickbooks

Sent

Reports

Export payouts

Payouts

Export aging balance

Aging Balance

Settings

Update primary contact

Edit a teammate

Edit internal email notifications

Team & Account

Enable/Disable payment methods

Passing card fees

Exempting card fees

Add a second bank account for payouts

How to update or delete a bank account

How to split payouts between bank accounts

Payment & Payout