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
AI for credit control: a complete guide
What AI does at each stage of credit control, which decisions stay with you, what UK law expects and how to choose a tool you can keep within your rules.
How long does it take to get overdue invoices under control?
A realistic timeline for clearing a backlog of overdue invoices, what slows it down, when to escalate or write off, and how to stop new invoices going late.
The case for zero WIP and zero debtors in a practice
How monthly fees billed in advance and collected by direct debit remove most lock-up in a practice, why zero works as a target, and where the idea stops.
Lock-up in an accountancy practice: what it is and what good looks like
What lock-up measures in an accountancy practice, how to calculate it in days, what the NatWest benchmark shows and when a falling figure isn't good news.
How to forecast cash flow when clients pay late
Why an average days-late figure misleads, how to build the receipts line invoice by invoice, what to do with old debt and how to stress test your forecast.
Cash flow for UK businesses: a complete guide
How cash flow differs from profit, where cash gets stuck while you wait to be paid, how to forecast and fund the gap, and what you can change on receivables.
How to stop clients getting duplicate payment emails from Xero
Why clients get two emails about one payment, how to tell which system sent each, and the settings and habits that stop duplicate confirmations and reminders.
How to reconcile VAT when you get net payouts
Account for VAT on what your customer paid, not the net payout. Which VAT period a sale falls in, VAT on provider fees, and how to set up your books.
How to reconcile Stripe payments in Xero automatically
Why Stripe payouts don't match your invoices in Xero, how to set up a Stripe clearing account, and the five steps that reconcile each payout to the penny.
Why do GoCardless payouts not match your invoices?
A GoCardless payout groups collections and deducts fees, refunds and late failures. An example payout line by line, and how to record it so invoices close.
How long do GoCardless payouts take?
GoCardless's UK payout timings step by step, the 4pm cut-off, why payouts arrive later or smaller than expected, and what a provider paying in full changes.
How do you know a direct debit has actually cleared?
Bacs reports failed direct debits, not successful ones. How long to wait before treating a payment as cleared, and why a cleared one can still be reversed.
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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
