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Streamline your process to manage your outgoing payments and vendor relationships.

Accounts Payable

Learn how to manage and optimize the flow of incoming payments.

Accounts Receivable

How to manage your businesses financial results more effectively.

Accounting

Streamline communications with your team and your customers. 

Conversations

Learn how to attract, engage and convert your online customers. 

Digital Marketing

User friendly tools to manage your website.

E-Commerce

Learn how to track customer traffic in your store and convert them into sales.

Gatekeeper & Leads

Processing customer payments efficiently. 

HomeSource Pay

Effectively and accurately manage your inventory.

Inventory

Learn how to create customer orders, manage payments, and invoice sales. 

Point of Sale

Using PocketScan to manage inventory and deliveries. 

PocketScan

Learn how to set and manage product pricing.

Pricing/Price Tags

Learn how to create, manage, and track purchase orders.

Purchase Orders

Learn how to effectively use reporting to manage your business. 

Reporting

Schedule and manage customer deliveries and service requests.

Scheduling & Delivery

Create and manage customer service requests. 

Service

Manage your team's users and ensure they have the correct permissions. 

Users/Permissions

Learn at your own pace with webinars created to help you maximize the value of your HomeSource products

Webinars

General Support

Find answers and get help from Intercom Support and Community Experts

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.