Actionstep raises the bill. Adfin makes sure it's paid.
Connect Adfin to Actionstep and approved bills flow straight into Adfin. Clients pay the way they want, late payers are chased automatically, and every payment is recorded back in Actionstep as a client receipt.
%2520Costello%2520Lettings%2520(black).png)
%2520Eastley%2520Estates%2520(black).png)
%2520Tomlinson%2520Estates%2520(black).png)
%2520Larimar%2520Property%2520Management%2520(black).png)
%2520Swansea%2520Gas%2520and%2520Oil%2520(black).png)
%2520Property%25201st%2520Maintenance%2520(black).png)
%2520Gough%2520%2526%2520Kelly%2520(black).png)
%2520Molly%2520Maid%2520(black).png)
%2520St%2520Annes%2520Housekeeping%2520(black).png)
%2520Mona%2520Careers%2520(black).png)
%2520The%2520Modern%2520Firm%2520(black).png)
%2520Dot%2520Partners%2520(black).png)
%2520Warwick%2520Recruit%2520(black).png)
%2520Find%2520Your%2520Fractional%2520(black).png)
%2520RJE%2520Consulting%2520(black).png)
%2520Turning%2520Factor%2520(black).png)
%2520Chime%2520HR%2520(black).png)
%2520Plus%2520Group%2520(black).png)
%2520Blaze%2520Hill%2520(black).png)
%2520Sitruna%2520(black).png)
%2520Impact%2520Connect%2520Media%2520(black).png)
%2520Socially%2520Speaking%2520Media%2520(black).png)
%2520Netmediasolutions%2520(black).png)
%2520Deliver%2520Media%2520(black).png)
How it works
Approve the bill in Actionstep
Approved bills sync to Adfin automatically. No exports, no re-keying.
Clients pay the way they want
Adfin sends each bill by email, SMS or WhatsApp. Clients pay by card, Apple Pay, Google Pay, open banking, direct debit or bank transfer.
Payments land back in Actionstep
When a client pays, Adfin records a client receipt against the bill, leaving nothing to post or reconcile by hand.
Built into the Actionstep workflow
Bills sync on approval
As soon as a bill is approved in Actionstep, it's in Adfin and ready to send.
Pay link on every bill
Add an Adfin payment link to your Actionstep bill template, so clients can pay straight from the PDF.
Every way to pay
Card, Apple Pay, Google Pay, open banking, direct debit and auto-reconciled bank transfer, all from one link.
Chasing in your firm's voice
Collection agents remind, chase and escalate in your firm's own language and tone.
You set the rules
Decide which clients each agent covers, how often it follows up and when it escalates.
Client receipts, posted for you
Each payment is recorded against the right bill in Actionstep the moment it clears.
Free retries
A failed direct debit retries up to three times, with a card link as backup. You only pay for successful payments.
A dedicated Adfin user
Adfin connects through its own user in Actionstep, so every change it makes is easy to trace.
