ExpenseIn

Learn how to edit your company profile details for your financial accounts.

Edit your financial accounts company profile

Learn how to view your funding details to top up your account's Card Issuing and Outbound Payments balance.

Top up your financial account balance

Learn how to create a payout from your financial account balance to withdraw funds.

Create a payout from your financial account balance

Learn how to manage your Card Issuing low balance alert threshold, ensuring you receive email notifications when it's time to top up your financial account balance.

Manage your card issuing low balance alert threshold

Learn more about the types of acceptable Verification ID.

Verification ID

Learn how to view a log of fund transfers for your Card Issuing and Outbound Payments financial account balances.

View fund transfers

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Manage your Financial Accounts for Card Issuing and Outbound Payments.

Financial Accounts

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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.

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Connect the tools your team already uses to bring data in.

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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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