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How to upload documents to Frank's document page, what Frank does with them, and how they improve your cash flow forecast and create a full paper trail.

Uploading Bills, Invoices, Receipts & Checks to Frank

Set up a Gmail filter so bills and invoices sent to your accounts inbox are forwarded to Frank automatically, with no manual uploading.

How to Auto-Forward Bills and Invoices from Your Accounts Inbox to Frank

Getting your paperwork into Frank: uploading bills, invoices, and receipts, or setting them up to arrive automatically.

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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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