By connecting Engager and Adfin, you’ll be able to enhance your invoicing and payment workflows with minimal effort.
Automate Payments: Sync invoices from Engager into Adfin and let the platform handle sending, chasing, and reconciling payments.
All-in-One Payment Dashboard: Gain visibility into the status of all invoices. Paid, overdue, or outstanding, all on a single dashboard.
Flexible Payment Methods: Offer your clients multiple payment options, including Direct Debit, open banking, and cards.
Prompt Payment Discounts: Incentivise faster payments with a single click, fully reconciled within Adfin and your choice of bookkeeping software.
The integration will make it simple to connect your Engager account with Adfin, enabling you to:
The integration is currently being built. However, you can sign up with Adfin and start experiencing a better payment process whilst you wait. Sign up here.
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The Adfin integration with Engager.app combines Adfin’s billing engine with Engager.app’s practice management tools, streamlining payment collection processes for accountants and bookkeepers.
By integrating Adfin with Engager.app, you can automate invoicing, set reminders, and manage collections seamlessly, reducing manual follow-ups and improving cash flow.
The integration supports payments via direct debit, card, and bank transfers, offering flexibility to your clients.
Yes, the integration provides real-time updates on payment statuses, allowing you to monitor outstanding and settled invoices directly within Engager.app.
Yes, the unified platform integrates seamlessly with Xero, and will soon integrate with QuickBooks, facilitating easy reconciliation and real-time updates.
To set up the integration, navigate to the settings within your Engager.app account, select the Adfin integration option, and follow the on-screen instructions to authorise and connect your Adfin account.
While Engager.app may not charge extra for the integration, Adfin’s services does have associated fees. It’s advisable to review Adfin’s pricing details or contact their support for specific information.
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