Gold Silver Ledger

Starter accounts include one portfolio. To add a second, upgrade to Pro (3 portfolios) or Premium (unlimited). What changes after the upgrade, how to add the new portfolio, and what…

I'm on Starter and want to add a second portfolio

What to do when your account has hit its inventory item cap. What counts as an item, the caps per plan (30 / 1,000 / 10,000), and the realistic options…

I've hit my inventory item limit

What to do when your account has hit its transaction cap. How transactions count, the caps per plan (10 / 250 / 2,000), and the realistic options — upgrade for…

I've hit my transaction limit

Why the Annual Report option appears greyed out — it's a Premium-only feature. What the report does, what else upgrading unlocks, and what Starter and Pro users can do at…

The Annual Report option is greyed out

Why Bulk Import isn't accessible on Starter or Pro — it's a Premium-only feature. What it does, how to unlock it, and what to do at your current tier if…

Bulk upload isn't available on my plan

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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.

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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