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How to configure Frank when you have a main credit facility and individual cards per team member, to prevent double-counting of expenses and balances.

Setting Up Corporate Credit Cards with Team Member Cards

Profit and cash are two different things. Here's why your dashboard can show a positive profit figure while your bank balance feels low, and what to check.

Why Do I Have Profit on the Dashboard But No Money in the Bank?

Why Does My Available Cash Balance Seem Incorrect?

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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.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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