Total Synergy

Learn about the Business Overview Dashboard

Business Overview

Learn about the Business Performance Dashboard

Business Performance

Learn about the Revenue Analysis Dashboard

Revenue Analysis

Learn about the Recovery Analysis Dashboard

Recovery Analysis

Learn about the Profitability Analysis Dashboard

Profitability Analysis

Learn about the Average Rate Analysis Dashboard

Average Rate Analysis

Learn about the Revenue Outlook Dashboard

Revenue Outlook

Learn about the Team Performance Dashboard

Team Performance

Learn about the Staff Performance Dashboard

Staff Performance

Learn about the Business dashboards in Insights Pro

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Create your workspace and invite the people you work with.

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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.

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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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