Quickbooks keeps the books, Adfin gets you paid.
A certified QuickBooks app with two-way sync: save an invoice and it comes through to Adfin automatically, gets collected and chased, and is marked as paid in QuickBooks when the money arrives.
How it works
Connect Quickbooks
Connect QuickBooks once, then choose what Adfin touches: use the terms and payment windows you've already set up in QuickBooks, pick which invoices come through, and import all your customers now or add them later.
Adfin sends the invoice
Save the invoice, rather than save and send, and Adfin sends it for you with the PDF attached. Auto Collect invoices are collected by direct debit, while On Demand invoices go out with a payment link. Anything unpaid is chased automatically.
Automatically reconciled
You're paid the full invoice amount, with the fee invoiced separately rather than deducted. Paid invoices are marked as paid in QuickBooks, and each payout arrives with a matching transfer already recorded, so there's no matching and clearing on the bank side.
Built for the way Quickbooks works.
Two-way sync
Customers and payments move in both directions.
Invoice Terms
The QuickBooks Terms you already use decide which invoices Adfin collects, and how.
QuickBooks reminders
Turn them off when you connect, so your clients hear from Adfin once, not twice.
Gross settlement
The full invoice amount reaches you. The fee is invoiced separately, not deducted.
Payouts
One lump sum a day. Cards land in two working days, direct debit in four.
Adfin Bank account
A holding account Adfin creates in QuickBooks. Payments land there, then transfer to your bank.
Every payment method
Card, Apple Pay, Google Pay, open banking, bank transfer, direct debit.
Repeating invoices
Assign the Term once on the template, and untick automatic emails.
Invoice migration
Sign a mandate and that customer's open invoices move to direct debit on their own.
What moves between QuickBooks and Adfin?
Customers move in both directions: create or update one in either system and the other has it. Invoice changes come from QuickBooks into Adfin, so dates, numbers, line items and credit notes all land before the next reminder goes out. If you mark an invoice as paid in QuickBooks yourself, marking it paid in Adfin too stops the chasing.
