Sequifi

The Company report gives admins a complete overview of organizational performance, including payroll totals, sales snapshots, and projected earnings across the entire company.

Company Overview Reports

The Sales report gives admins a detailed view of all accounts across the organization, including customer information, account statuses, commission breakdowns, and the ability to import or add new sales.

Sales Reports

The Payroll report gives admins a complete history of all processed payrolls, allowing you to review what was paid, when it was paid, and the detailed breakdown for each pay…

Payroll History

Pending Service Accounts

The Pending Service and Clawbacks reports help admins track accounts that haven't completed yet and commissions that have been taken back due to cancellations.

Clawbacks & Reconciliations

Viewing team reports, office performance metrics, rep-by-rep analytics

Team Performance

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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.

{appName} in 60 seconds

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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