Accountants & Bookkeepers Club (ABC)

Use Adfin to help build better businesses

  • Help your clients to improve their cash flow
  • Deliver proactive payment advice and credit control services
  • Get started easily with onboarding, training, and marketing materials exclusively for Adfin ABC members
two women smiling and looking at the camera

Adfin is the best way for your clients to get paid

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Faster, easier payments

Connect your clients’ Xero & QuickBooks accounts to Adfin to manage invoicing, payments, collections, and reconciliation on their behalf easily.

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No more aged debtors reports

Access one simple dashboard - ‘God Mode’ - to see your clients’ payment statuses at a glance. Spot issues before they become problems.

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Set & forget or help them to manage

Help your clients set up reminder workflows & messages depending on their preferences, or help them manage this yourself with an outsourced credit control service.

Adfin has streamlined our invoicing process, allowing us to focus on our clients while ensuring effortless payment collection (and reconciliation!). It's easy to use, enhances our professionalism, and impresses clients so much they want Adfin for their own businesses too!

Laura Day-Henderson

What to expect when you join the Accountants & Bookkeepers Club (ABC)

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Build your product expertise

From a dedicated Adfin account manager, to our own certification program for you and your team, we’re here to support you in building your expertise and confidence with Adfin quickly and effortlessly.

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Build new revenue streams

With Adfin in place, you’re in a better position to work even more closely with your clients. Spot & resolve payment issues proactively, automate all reconciliation, deliver credit control services. There’s so much room for opportunity.

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Reap the rewards

Success is shared. As you grow with Adfin, we’ll support you with co-marketing and promotional resources. Plus, we have some exclusive discounts and freebies to say a big thanks for your vote of confidence.

Together, we can build better businesses

Member

Getting started

Bronze

3-10 clients under management via Adfin

Silver

10-25 clients under management via Adfin

Gold

25+ clients under management via Adfin
Your firm's Adfin relationship
Priority support with onboarding
  • Access to your client’s data via “god mode”, allowing you to spot and resolve issues directly with your clients
  • All your client data syncs to Xero and Quickbooks, with best-in-class integrations that minimise work
  • Certification and training program to become Adfin experts
  • Dedicated support from a named Adfin contact - onboarding, support and any questions you have
  • Access to our exclusive events around conferences
  • Product roadmap access + close partnership on development
  • Social media assets and support
  • Bronze partner badge
  • Free drinks in the Adfin Clubhouse when it exists!1

As Bronze, but also:

  • Team drinks every 6 months, on us!
  • Silver partner badge

As Silver, but also:

  • 3 tickets to our annual Gold Partner event, all travel expenses paid
  • Gold partner badge
Standard Adfin pricing for your own business: 1% + 20p
15% discount on transaction fee for your own business: 0.85% + 20p
40% discount on transaction fee for your own business: 0.60% + 20p
100% discount on transaction fee for your own business: 0% + 20p
Per-transaction, bank payment fee cap, and non-UK and/or non-personal card surcharge fees as per Adfin.com/pricing 
Your clients’ Adfin relationship
N/A
  • Access to the same account manager as you
  • Unlimited training and support resources
(1) We have a dream, one day, of being large enough to be able to build a ground floor cafe / bar / pub in our office in London where our customers can come to work for the day if in town, or join friends for a drink, or simply meet other likeminded businesses. We should be very clear it doesn’t yet exist but let’s work together to build it!

Member

Getting started
Priority support with onboarding
Standard Adfin pricing for your own business: 1% + 20p
Per-transaction, bank payment fee cap, and non-UK and/or non-personal card surcharge fees as per Adfin.com/pricing
N/A

Bronze

3-10 clients under management via Adfin
  • Access to your client’s data via “god mode”, allowing you to spot and resolve issues directly with your clients
  • All your client data syncs to Xero and Quickbooks, with best-in-class integrations that minimise work
  • Certification and training program to become Adfin experts
  • Dedicated support from a named Adfin contact - onboarding, support and any questions you have
  • Access to our exclusive events around conferences
  • Product roadmap access + close partnership on development
  • Social media assets and support
  • Bronze partner badge
  • Free drinks in the Adfin Clubhouse when it exists!1
15% discount on transaction fee for your own business: 0.85% + 20p
Per-transaction, bank payment fee cap, and non-UK and/or non-personal card surcharge fees as per Adfin.com/pricing
  • Access to the same account manager as you
  • Unlimited training and support resources

Silver

5-15 clients referred and live
  • Access to your client’s data via “god mode”, allowing you to spot and resolve issues directly with your clients
  • All your client data syncs to Xero and Quickbooks, with best-in-class integrations that minimise work
  • Certification and training program to become Adfin experts
  • Dedicated support from a named Adfin contact - onboarding, support and any questions you have
  • Access to our exclusive events around conferences
  • Product roadmap access + close partnership on development
  • Social media assets and support
  • Silver partner badge
  • Free drinks in the Adfin Clubhouse when it exists!1
  • Team drinks every 6 months, on us!
40% discount on transaction fee for your own business: 0.60% + 20p
Per-transaction, bank payment fee cap, and non-UK and/or non-personal card surcharge fees as per Adfin.com/pricing
  • Access to the same account manager as you
  • Unlimited training and support resources

Gold

15+ clients referred and live
  • Access to your client’s data via “god mode”, allowing you to spot and resolve issues directly with your clients
  • All your client data syncs to Xero and Quickbooks, with best-in-class integrations that minimise work
  • Certification and training program to become Adfin experts
  • Dedicated support from a named Adfin contact - onboarding, support and any questions you have
  • Access to our exclusive events around conferences
  • Product roadmap access + close partnership on development
  • Social media assets and support
  • Gold partner badge
  • Free drinks in the Adfin Clubhouse when it exists!1
  • Team drinks every 6 months, on us!
  • We’ll pay for your Christmas party each year (and accept no responsibility for it ;))!
100% discount on transaction fee for your own business: 0% + 20p
Per-transaction, bank payment fee cap, and non-UK and/or non-personal card surcharge fees as per Adfin.com/pricing
  • Access to the same account manager as you
  • Unlimited training and support resources

Help your clients to get paid in 3 easy steps

  • Sign up to Adfin as a member
    It’s everything you need to start helping your clients get paid: faster, cheaper, easier.
  • Add your first client to Adfin
    Once your third client is live, you’ll start really benefiting from the Adfin ABC.
  • Build your product expertise and get ready to grow
    With support, training, and resources, we have everything you need to power your journey.