Resource Hub

Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.

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Guides

What's a normal DSO for a UK MSP, and when is it a red flag?
MSP

What's a normal DSO for a UK MSP, and when is it a red flag?

There's no UK MSP DSO benchmark. Act if DSO runs 15 days over terms, rises three month-ends running, or one client holds a quarter of overdue debt.

Adfin team
Adfin team
6 min read
30 September 2026
Why is my direct debit collecting the wrong amount?
MSP

Why is my direct debit collecting the wrong amount?

Usually because the direct debit was set as a fixed amount and the invoice has since changed, for example new seats. Collect each invoice's amount instead.

Adfin team
Adfin team
6 min read
26 October 2026
How should an MSP bill for one-off projects?
MSP

How should an MSP bill for one-off projects?

Bill MSP projects in stages set in the quote: a deposit before you order hardware, milestone invoices as work is delivered, and a final invoice on sign-off.

Adfin team
Adfin team
6 min read
26 October 2026
MSP cashflow: why you're funding Microsoft, Datto and Bitdefender out of your own pocket
MSP

MSP cashflow: why you're funding Microsoft, Datto and Bitdefender out of your own pocket

Microsoft, Datto and Bitdefender each bill on their own schedule and none waits for your clients to pay. Line your own billing up with each vendor's terms.

Adfin team
Adfin team
6 min read
30 September 2026
Direct debit adoption in the UK: 2026 data and trends
Direct debit

Direct debit adoption in the UK: 2026 data and trends

About 5 billion UK direct debits moved over £1.5 trillion in 2025. Under 3% are business to business, and open banking is growing alongside, not replacing it.

Adfin team
Adfin team
6 min read
30 September 2026
UK late payment statistics 2026: how much does it really cost small businesses?
Late payment

UK late payment statistics 2026: how much does it really cost small businesses?

Government research puts the cost of late payment to UK businesses at almost £7 billion a year, and those paid late are owed £17,085 on average at any time.

Adfin team
Adfin team
6 min read
30 September 2026
What happens to invoicing and payment status when your practice-management system changes?
Legal

What happens to invoicing and payment status when your practice-management system changes?

Balances usually carry over at a cut-off date, and payment status slips around it. Bill and reconcile first, keep invoice numbers and keep chasing running.

Adfin team
Adfin team
6 min read
30 September 2026
Does Adfin take its fee out of what it collects, or bill it separately?
Legal

Does Adfin take its fee out of what it collects, or bill it separately?

Adfin bills its fee separately and pays out the full amount clients paid every weekday, so each payout matches what was paid without fee splitting.

Adfin team
Adfin team
6 min read
30 September 2026
Should conveyancers charge a separate 'digital onboarding' fee to cover ID checks and card processing costs?
Legal

Should conveyancers charge a separate 'digital onboarding' fee to cover ID checks and card processing costs?

You can pass on ID and AML costs if clients know upfront. A charge only for card payers is a surcharge, banned on personal cards. A flat fee is price.

Adfin team
Adfin team
6 min read
30 September 2026
What is an aged-debtor diagnostic, and how does it work for MSPs?
MSP

What is an aged-debtor diagnostic, and how does it work for MSPs?

An aged-debtor diagnostic asks why each overdue invoice is overdue. Run one in 20 minutes from Xero or QuickBooks and leave with named actions.

Adfin team
Adfin team
6 min read
30 September 2026
Why MSP-specialist accountants and bookkeepers matter when choosing billing software
MSP

Why MSP-specialist accountants and bookkeepers matter when choosing billing software

MSP-specialist accountants know where MSP billing goes wrong in the ledger. Ask how a tool will post to Xero or QuickBooks, then trial it with your team.

Adfin team
Adfin team
7 min read
30 September 2026
Can automated credit control fix historic bad debt, or only stop new debt going bad?
Field services

Can automated credit control fix historic bad debt, or only stop new debt going bad?

Mostly it stops new debt going bad. Old ledgers need a manual clean-up and a decision on each account first, then automation keeps new invoices on track.

Adfin team
Adfin team
7 min read
30 September 2026

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Webinars

October 20, 2026

Solving Late Payments: How Law Firms Can Use AI Agents to Reduce Lockup | Adfin x Actionstep

October 19, 2026

The Hidden Cost of Chasing Late Payments | Adfin x Husu

October 19, 2026

Getting Paid Before You Have a Finance Function | Adfin x Jumpstart

October 3, 2026

450 Hours Back: Where Accountants Lose Time to Admin

October 2, 2026

How to Build a Better Client Onboarding Process

July 30, 2026

Why you should be charging late fees on overdue payments

July 28, 2026

AI Chasing: how it works and why it beats automated reminders

June 1, 2026

The Adfin Brew: Episode 3 - Practice first, Clients next.

May 26, 2026

The Adfin Brew: Episode 2 - The path to full credit control

May 8, 2026

The Adfin Brew: Episode 1 - Launching credit control as a service

Product Updates

September 16, 2026

Introducing Cash MOT: Run a full cash flow report in minutes

July 28, 2026

Introducing customer agents: AI credit control

June 11, 2026

How Adfin automates late payment fees