Financials & FinOps

Add more lines to a journal

Download and review detail line data to Excel for reporting

INXL transaction enquiry

Refresh data within Excel

Return Actual and Budget information for nominal accounts

Templates - Available Excel Updates

Templates - Analytics

Templates - Column update template

Templates - Custom View

Templates - Custom View Edit

Templates - Customer Accounts

Templates - Debtors Letters in Word

Templates - Integrated Journal Upload

Templates - Nominal Accounts / Profit & Loss

Templates - Nominal Budget

Templates - Purchase Credit note

Templates - Purchase Invoice (Table Based)

Templates - Sales Invoice (Table Based)

Templates - Standalone journal

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Create your workspace and invite the people you work with.

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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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