Agicap

Sybille Denis

Learn how to set-up your payment workflows

Payments

Learn how to use the Reconciliation status column to track and verify your bank payments.

Reconciliation status on payments sent to the bank

Payment validation, execution and control

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Documentation restricted to Agicap clients and partners.</span>

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If you have access to a few articles only, you may need to log-in to your Agicap account first.</span>

<span style="color: rgb(66, 66, 66); font-family: Inter, sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px;  white-space: pre-wrap; background-color: rgb(255, 255, 255);  text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If the issue remains, please reach out to us.</span>

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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