Zero Friction

Quick Search is a search bar that lives on top of the screen. It enables you to instantly navigate to any customer, contract, location, invoice, or meter across the active…

Quick Search

Always have control over your customers and locations

Locations & Customers

Navigating the Location Overview

Location details page – Details

Location Details Page – Contracts

Location Details Page – Comments & Activity

Location details page - Meters

Location details page - Consumption

Location details page - Services

Location details page - Location map

Navigating the location group overview

Location group details page - details

Location Group Detail Page - Custom Entities

Location Group Details Page - Comments & Activity

Location group details page - Meters

Location Group Detail Page - Billing

Location Group Details Page - Files

Location Group Details Page - Settings

Locations

Creating and updating customers

Navigating the Customer Overview

Customer Detail Page - Details

Customer Details Page - Balance

Customer Details Page - Contact

Customer Details Page - Contracts

Customer details page - Bank details

Customer Details Page - Communication Preferences

Customer Detail Page - Comments & Activity

Customer Detail Page - Custom Properties

Customer details page - Invoices

Customer Detail Page - Transactions

Customer Details Page - Files

Customer Details Page - Communication

Customer details page - Customer portal

Customers

Go to application

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Customer Portal.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.