Take every client payment in one place
Put monthly fees on direct debit and take project payments by card or bank. Adfin automates reminders and chasing, helping you get paid sooner with less work.
BENEFITS
Why Adfin?
Customers
MSPs work with Adfin to improve cashflow
Direct debit migration
Move your direct debits over, without clients doing a thing
Already on direct debit with another provider? We move your mandates across, and clients get one email confirming there's nothing for them to do.
01
Request a switch
Request a migration in the Adfin platform. Tell us your current provider and when you'd like to switch.
02
We arrange the transfer
We coordinate everything with your current provider. On the change date, your mandates transfer across, and your clients get one email confirming there's nothing for them to do.
03
You're all set
We match each mandate to the right customer in your accounting software. Then, you’re ready to start collecting.
Features
More ways to get paid
Get more customers onto direct debit
When a client pays a one-off invoice, Adfin asks them to set up a direct debit for future ones.
Settle multiple invoices in one go
Send a statement showing everything a client owes, so they can pay several outstanding invoices at once.
Free retries when a payment fails
If a direct debit fails, Adfin retries for free and falls back to another way to pay.
Pass on business card fees
Surcharging passes business card fees to the client. Turn it on for one client or all of them.
Connect your existing systems
Adfin is a certified Xero and QuickBooks app. Connect your other systems via our API.
Coming soon to Adfin
Risk score new clients
Connect Slack or Teams
Route approvals to whoever signs them off
Read and reply to emails in Adfin
Risk score new clients
Connect Slack or Teams
Route approvals to whoever signs them off
Read and reply to emails in Adfin
Risk score new clients
Connect Slack or Teams
Route approvals to whoever signs them off
Read and reply to emails in Adfin
CUSTOMER STORIES
Don't take our word for it
We've got lots of people that say they're against Direct Debit. They're not. They're against paying monthly or paying quarterly. They just want to pay when they get an invoice.
Ryan Lewis
Managing Director
We just send an email, here is your payment link, and clients love it. Whether it’s Apple Pay or credit card, they’ll just be double-clicking on their phone like they would with any other bill.
Chris Reeve
Managing Director, Gascoynes
Our vision when we started Represent was to have all of our clients on direct debit. This is how we set expectations with our clients. You sign up, you sign the direct debit, and we start working together
Antoaneta Pop
Co-founder
I don't have to worry about trying to find what amount is owed - I just click send and I know that Adfin will sort out everything within that email - for me it was a huge game-changer.
Samantha Sollis
Operations Director, Pillow May
If you've got those niggles about late payments and fees, and the ability to get people onto direct debit, I wouldn't hesitate to switch.
James Bannon
Co-Founder and Operations Director, BM Technologies
Adfin doesn't charge for retries, and it gives us the ability to collect all of our payments through the same platform: card payments, bank transfers and direct debits all in one place.
Nicola Hageman
Director, The Numbers Quarter
It reconciles automatically, which is absolutely brilliant. With this I don't have to go back and check, so it saves me probably a couple of hours, which is time better spent.
Jo Morton
Finance Director
The main thing I wanted was the automation of rental collections, and a single place where I can see who has paid, who hasn't paid and who's at risk. Adfin is giving me all of that.
James Maddock
Owner
Adfin has made our work more seamless, which means we've got more capacity to take on extra clients.
Becky Jama
Practice Manager
We had 20 years of direct debit mandate history to wash through as part of this... the support we got in that journey was fantastic.
Phil Reader
CFO, Nuvo Accountancy
What’s been really helpful about Adfin is that you build a flow once, and it triggers automatic reminders and chasers, saving a huge amount of time, and more importantly mental headspace.
Matthew Sarre
Co-founder, Jumpstart
When you're account managing, you want positivity at the centre of it. It's very hard to do that and then ask for money, even if they are in the wrong.
Charlie Dunne
Co-Founder
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For a young, fast-growing firm, Adfin is the difference between guessing what's in the bank next month and knowing.
Mark Craddock
Founder and Director
We used to have 1 in 5 of our invoices paid late. Through the use of Adfin, that's now changed to 1 in 15. It makes our whole process more reliable.
Ben Hall
Practice Manager
You could have the best [Finance team] in the world, but they’re not going to log on at three o'clock in the afternoon on a Sunday and send a reminder email, even if they know that’s when they usually pay, but AI within Adfin will do that.
Liam McHugh
Director, Clarity Counts
Working with Adfin feels like a dream scenario for a business owner - I've got a team of smart, dedicated people building software to solve my biggest business problems.
Alex Eames
CEO, Helpbox UK
It's probably been the most effective method we've had for getting clients who didn't want to go on direct debit to sign up to more automated payments. Adfin's helped bring them onto a more automated payment method and change their mindset on paying.
Sian Kelly
Founder
