AccountEdge

Best practices for verifying, optimizing, and maintaining your company file.

Company File Maintenance Best Practices

Overview of AccountEdge's built-in diagnostic tools for troubleshooting company file issues.

Diagnostic Tools

How to run a verification check on your company file to detect data integrity issues.

Verify Company File

How to optimize your company file to improve performance and reduce file size.

Optimizer

How to use the Company Data Auditor to check your file location, size, and account details.

Company Data Auditor

How to permanently remove old transactions, contacts, and other data to reduce file size.

Purge Information

Streamline & Declutter Your Company File

Verifying, optimizing, and maintaining your company file

File Management & Security

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Create your workspace and invite the people you work with.

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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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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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