WickedFile

Spark, the built-in assistant

The AP Hub: what you are looking at

The Transaction Viewer: card and bank spend

Payton Saladna

Your daily workspace. Invoices and vendor statements, the filters that decide what you see, the bank and card feed, and the assistant.

AP Hub

Part codes: what every colour means

Working an invoice line by line. Part codes and what each colour means, fixing what extraction got wrong, matching a line to a repair order, and the PO number habit that decides how much of this you have to do at all.

Invoices and Credits

Reconcile a vendor statement before you pay it

The month-end check before you pay a vendor. Reconciling a statement, what to do when a line has no invoice behind it, reading bank payments, and the period filter that makes everything look empty.

Statements

A document failed to process

Documents where the boundaries are wrong rather than the coding. What each review flag means, splitting one PDF into several, merging two halves of an invoice, and what to do when a document will not process at all.

Document Review

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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.

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