Resource Hub
Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.
Reports
Report
Late payments report
How quickly does every UK region really get paid?
Report
The path to Double Zero
Is the path to zero debtors and zero work in progress possible?
Guides
Scaling a practice without adding credit control headcount
Credit control grows with fees that have no payment arrangement, not client numbers. What scales, what to change before you hire and what needs a person.
Engagement letter payment clauses that get fees paid
What your engagement letter should say about fees, due dates, collection, interest, late information, monthly VAT tax points and fees on disengagement.
How to move clients from bank transfer to direct debit at onboarding
Put new clients on direct debit before they pay you any other way: what to say, the order to do it in, and what to offer clients who can't use it.
Pricing and fee recovery for accountancy firms
What the professional bodies require on fees, how each fee structure affects recovery, pricing late information and scope creep, and when to reprice.
How to reduce lock-up and debtor days in a practice
Split lock-up into WIP and debtors, bill on a fixed routine, agree direct debit at engagement and handle persistent late payers differently. Here's how.
Running a modern accountancy practice: a complete guide
MTD for Income Tax, tax adviser registration, pricing and getting your own fees paid: what a small UK accountancy practice needs to settle this year.
What to check before you automate collections
Before you automate invoice chasing, review your reminder wording, clean up customer data, cap contact across channels and start with one group of customers.
What is agentic credit control?
Agentic credit control means software choosing and taking the next step on each unpaid invoice within your limits. How it differs from a reminder schedule.
How does AI decide when to chase an invoice?
AI chasing starts from your rules and adjusts to each customer's payment history and replies. What it works from, what pauses it and what it can't see.
Best AI credit control software in 2026
What AI does in credit control software: predicting late payment, drafting messages or choosing the next step. Adfin, Kolleno, Chaser, Credit Hound.
Should invoice reminders come from a person or an AI?
Which reminders software can send in your name, which ones to write yourself, how to keep automated chasing personal and whether you need to mention AI.
Can AI chase invoices for you?
Yes. Follow one overdue invoice through AI chasing, see what still comes back to you, and work out whether handing the routine reminders over is worth it.
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Webinars
Solving Late Payments: How Law Firms Can Use AI Agents to Reduce Lockup | Adfin x Actionstep
The Hidden Cost of Chasing Late Payments | Adfin x Husu
Getting Paid Before You Have a Finance Function | Adfin x Jumpstart
450 Hours Back: Where Accountants Lose Time to Admin
How to Build a Better Client Onboarding Process
Why you should be charging late fees on overdue payments
AI Chasing: how it works and why it beats automated reminders
The Adfin Brew: Episode 3 - Practice first, Clients next.
The Adfin Brew: Episode 2 - The path to full credit control
The Adfin Brew: Episode 1 - Launching credit control as a service
Product Updates
Introducing Cash MOT: Run a full cash flow report in minutes
Introducing customer agents: AI credit control
