Total Synergy

Learn about the Finance Overview Dashboard

Finance Overview

Learn about the Invoicing Progress Dashboard

Invoicing Progress

WIP Analysis

WIP Profile

Learn about the Aged WIP Evolution Dashboard

Aged WIP Evolution

Learn about the Debtors Analysis Dashboard

Debtors Analysis

Learn about the Aged Debtors Evolution Dashboard

Aged Debtors Evolution

Learn about the Mark-up/Down Analysis Dashboard

Mark-up/Down Analysis

Learn about the Prebill Analysis Dashboard

Prebill Analysis

Rates Analysis

Learn about the Finance dashboards in Insights Pro

Finance

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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.

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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.

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.

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