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.
Customers
2,500+ of the most ambitious businesses getting paid than the UK average
Jumpstart
-73% average days late
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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.
Payment 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.
CUSTOMER STORIES
Don't take our word for it
We used to have 1 in 5 of our invoices paid late. Through the use of Adfin, that's now changed to 1 in 15. It makes our whole process more reliable.
Ben Hall
Practice Manager
It's probably been the most effective method we've had for getting clients who didn't want to go on direct debit to sign up to more automated payments. Adfin's helped bring them onto a more automated payment method and change their mindset on paying.
Sian Kelly
Founder
For a young, fast-growing firm, Adfin is the difference between guessing what's in the bank next month and knowing.
Mark Craddock
Founder and Director
Our vision when we started Represent was to have all of our clients on direct debit. This is how we set expectations with our clients. You sign up, you sign the direct debit, and we start working together
Antoaneta Pop
Co-founder
We've got lots of people that say they're against Direct Debit. They're not. They're against paying monthly or paying quarterly. They just want to pay when they get an invoice.
Ryan Lewis
Managing Director
We just send an email, here is your payment link, and clients love it. Whether it’s Apple Pay or credit card, they’ll just be double-clicking on their phone like they would with any other bill.
Chris Reeve
Managing Director, Gascoynes
You could have the best [Finance team] in the world, but they’re not going to log on at three o'clock in the afternoon on a Sunday and send a reminder email, even if they know that’s when they usually pay, but AI within Adfin will do that.
Liam McHugh
Director, Clarity Counts
We had 20 years of direct debit mandate history to wash through as part of this... the support we got in that journey was fantastic.
Phil Reader
CFO, Nuvo Accountancy
The main thing I wanted was the automation of rental collections, and a single place where I can see who has paid, who hasn't paid and who's at risk. Adfin is giving me all of that.
James Maddock
Owner
What’s been really helpful about Adfin is that you build a flow once, and it triggers automatic reminders and chasers, saving a huge amount of time, and more importantly mental headspace.
Matthew Sarre
Co-founder, Jumpstart
If you've got those niggles about late payments and fees, and the ability to get people onto direct debit, I wouldn't hesitate to switch.
James Bannon
Co-Founder and Operations Director, BM Technologies
Working with Adfin feels like a dream scenario for a business owner - I've got a team of smart, dedicated people building software to solve my biggest business problems.
Alex Eames
CEO, Helpbox UK
I don't have to worry about trying to find what amount is owed - I just click send and I know that Adfin will sort out everything within that email - for me it was a huge game-changer.
Samantha Sollis
Operations Director, Pillow May
