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Getting started

The dashboard with revenue forecast, final forecast and margin for the project.

Home

Production codes with budget, revised budget, booked costs and final forecast.

Account

Link incoming and outgoing invoices to the right cost and revenue.

Invoice

Contracts and purchases with subcontractors and suppliers, with payment plans and options.

Purchasing

Subcontractor and client change orders and counterclaims, from notice to approval.

Change Order

Periodic costs such as site setup, salaries and operations, month by month.

Setup and Operation

Plan invoicing to the client and see whether the project is over- or underbilled.

Billing Schedule Client

Index regulation of contracts with the client and subcontractors.

Index regulation

Set aside costs you know are coming, before the price is known.

Expected Addition

Import and publish the estimate that the budget is built on.

Estimate

Set aside and follow up risk and contingency in the final forecast.

Uncertainty

Incoming and outgoing payments month by month, and cash flow across the project.

Liquidity

Planned and actual quantity and cost for work you do yourselves.

Own production

Compare all your projects and follow up across departments and companies.

Portfolio

Create and compare reports, with forecast date and booked date.

Report

Adapt menus, names, tables, dashboards and formulas to the way you work.

Customization

Users, access, organization and integrations for administrators.

Administration

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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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.

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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