Skip to main content
Run a CashMOT: Generate a cashflow report for your clients in minutes
Home
Resources

Resource Hub

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

Book a Demo
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Guides

How to migrate GoCardless direct debit mandates without asking clients to re-sign
MSP

How to migrate GoCardless direct debit mandates without asking clients to re-sign

With 10 or more mandates, Adfin moves them from GoCardless by Bacs bulk change and clients just get a letter. Agree a change date at least five weeks out.

Adfin team
Adfin team
5 min read
30 September 2026
Who actually decides on new software at an MSP: the owner or the finance manager?
MSP

Who actually decides on new software at an MSP: the owner or the finance manager?

In most small UK MSPs the owner decides. Once there's a finance director, tools that touch cash become their call, with the owner approving the spend.

Adfin team
Adfin team
5 min read
30 September 2026
Why do MSPs pay vendors annually but invoice clients on 30-60 day terms?
MSP

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.

Adfin team
Adfin team
5 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 billing tool will post to Xero or QuickBooks before choosing.

Adfin team
Adfin team
5 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. Those paid late are owed £17,085 on average.

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
How to calculate Days Sales Outstanding (DSO) for an MSP
MSP

How to calculate Days Sales Outstanding (DSO) for an MSP

Divide month-end debtors by three months' invoicing, then multiply by the days in those months. Track annual renewals separately so they don't skew DSO.

Adfin team
Adfin team
6 min read
30 September 2026
What buyers look for in an MSP quality-of-earnings (QoE) review
MSP

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.

Adfin team
Adfin team
6 min read
30 September 2026
How much does Adfin actually cost vs GoCardless? A transparent fee breakdown
MSP

How much does Adfin actually cost vs GoCardless? A transparent fee breakdown

Both charge 1% + 20p per direct debit, capped at £4. Adfin adds cards, chasing, free retries and full weekday payouts, so compare like for like.

Adfin team
Adfin team
4 min read
30 September 2026
Preparing an MSP for sale: why ad hoc invoicing hurts your valuation
MSP

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.

Adfin team
Adfin team
6 min read
30 September 2026
Does recurring revenue on direct debit increase your MSP's exit multiple?
MSP

Does recurring revenue on direct debit increase your MSP's exit multiple?

No study shows direct debit raises MSP multiples. Buyers value recurring, contracted, retained revenue paid on time, and direct debit proves the last.

Adfin team
Adfin team
5 min read
30 September 2026
Why does my MSP need an overdraft even though I'm profitable? The working capital gap explained
MSP

Why does my MSP need an overdraft even though I'm profitable? The working capital gap explained

MSPs pay vendors upfront and wait 30 to 60 days for clients. Billing annual licences in advance, direct debit and automatic chasing close most of the gap.

Adfin team
Adfin team
5 min read
30 September 2026

No results found

Webinars

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