Self Operating Brokerage

The one-time activation fee and the recurring data fee explained.

How pricing works

Choosing monthly or yearly and completing checkout.

Activating your subscription

Why you're seeing the subscription page, and what happens to your systems.

Why you're being asked to subscribe

Take a 30, 60, or 90 day break without losing your setup.

Pausing your subscription

What a pause means for your systems, and how to restart.

Understanding a paused subscription

How to cancel, when it takes effect, and what happens to open positions.

Cancelling your subscription

Update your card, download invoices, and switch between monthly and yearly.

Managing your billing and payment method

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How to manage, update, and view your billing details

Subscription & Billing

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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.

Connect your stack

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.