AccountEdge

Support channels, phone numbers, hours, and what's included with your subscription.

AccountEdge Support Options at a Glance

Three places to find your 12-digit AccountEdge serial number.

Where Do I Find My Serial Number?

How to add the $10/month phone support plan to your AccountEdge subscription.

How Do I Add Phone Support to My Subscription?

Where the My Account page is and what you can do there.

How to Find Your 'My Account' Page

Quick answers to the most common questions about AccountEdge — serial numbers, support options, getting into your account, and what to do if something goes wrong.

FAQs

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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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