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
What can I do when a client won't pay a placement fee?
Check whether the fee is disputed or just unpaid, reread your terms, put it in writing, consider a part payment plan, and treat court claims as the last step.
Weekly rent for HMOs and contractor lets: taking the first payment by card, then moving to direct debit
Weekly rent is still allowed. Take the first week by card or pay by bank once the agreement is signed, then move the tenant onto direct debit for later weeks.
Separate payout accounts for each SPV or landlord: what lenders require and how to set it up
No general rule requires a rent account per SPV. Lenders set conditions in each offer, and criteria often want the mortgage paid from the company's account.
Why do MSPs pay vendors annually but invoice clients on 30-60 day terms?
Vendors sell annual commitments while UK clients expect 30 days or more, so the MSP funds the gap. Most fixes lie in its own contracts and collection.
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What buyers look for in an MSP quality-of-earnings (QoE) review
A QoE review tests how much EBITDA lasts after a sale. For an MSP it runs on billing records: invoices matched to contracts and cash, and aged debt.
Is PayProp worth it for a small letting agent? The real cost at 50, 150 and 500 tenancies
PayProp lists a licence from £79 a month, a £600 to £2,000 setup fee and a service fee under 1% of rent processed. The final price comes from a quote.
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.
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.
Under 15 staff vs 50+: how MSP credit control needs change as you scale
Under 15 staff the problem is consistency, from 15 to 50 it's volume and reporting, and past 50 you need one group policy and one view of the ledger.
What accounting software UK businesses actually run on
Xero reports about 1.32 million UK customers; Sage and QuickBooks publish no UK count. What HMRC's research shows about software use and what it means.
Which accounting software works best for getting paid?
Xero, QuickBooks and Sage all rely on payment providers to collect. How each connects, what to check before choosing, and why switching ledger rarely helps.
Switching direct debit provider: what actually happens to your mandates
How a Bacs bulk change moves your mandates without customers re-signing, what happens to collections around the change date and what to do if one fails.
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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
