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
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.
What will my clients see on their bank statement when I collect by direct debit?
Clients see the name on the SUN their mandate sits under: yours, or your provider's unless you pay for your own. Here's what to expect and what to tell them.
What should a finance director look for in AI credit control software?
Look for an AI credit control platform that acts within rules you approve, logs every action, takes the payment and reconciles to Xero or QuickBooks securely.
Payment terms that actually get honoured
How to set payment terms customers meet: agree them before the work, write a clear due date, avoid weekend and past due dates, and make paying easy.
Preparing an MSP for sale: why ad hoc invoicing hurts your valuation
Late or batched invoices make recurring revenue hard to prove and invite cautious adjustments. Start cleaning up billing 18 to 24 months before a sale.
Statutory demands and winding-up petitions for unpaid invoices
How a statutory demand works for an unpaid invoice, the £750 and £5,000 thresholds, what a winding-up petition costs, and when to make a money claim instead.
What does Adfin do, and who is it for?
Adfin is a UK payments and credit control platform: card, bank and direct debit payments, AI chasing and Xero or QuickBooks sync, for businesses paid in GBP.
What happens when a client cancels their direct debit and nobody notices?
Collections stop but invoices keep going out. How a cancelled direct debit goes unnoticed, what it costs, and a monthly check that catches it early.
Should recruitment agencies accept card payments for placement fees?
A business card can cost £138.20 on a £6,900 perm fee against £4.20 by bank. You can surcharge business cards or switch card off for chosen clients.
Payment surcharges: what UK law allows
You can't surcharge personal cards in the UK, and commercial card fees are capped at your cost. What a surcharge can include and why flat card fees fail.
Top 6 Satago alternatives in the UK (2026)
Six Satago alternatives for UK credit control, compared on pricing, reminder limits and payment collection, plus what to do about credit checks and finance.
Should I put a direct debit mandate in my proposal?
For agency retainers, usually yes. Add a mandate link to the acceptance step, say what it covers in the fees section, and take any upfront payment first.
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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
