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Integrations / Adfin
+Adfin payments integration for UK accountants
Send invoices from Engager to Adfin, which handles sending, chasing, collecting and reconciling payments for you.
Adfin is a payment automation platform. It sends invoices, chases payments and gives you one view of all payment activity, so you spend less time following up on what clients owe.
About Adfin
Adfin and Engager, working together
Clients can pay by Direct Debit, open banking, bank transfer or card, and Adfin reconciles payments automatically. With the Engager integration you can push invoices to Adfin in one click and add Direct Debit sign-up to your client onboarding.
Benefits of integrating
Connect Engager and Adfin to automate invoicing and payment collection.
Automated payments: send invoices from Engager to Adfin, which handles sending, chasing, collecting and reconciling payments.
One payment dashboard: track every invoice in one place and see what is paid, pending, overdue or outstanding.
Flexible payment methods: clients can pay by Direct Debit, open banking, bank transfer or card.
Prompt payment discounts: offer an early payment discount in one click, reconciled in Adfin and your accounting software.
How it works
The integration is live. Once connected, you can:
- Add Direct Debit sign-up to your client onboarding
- Push invoices from Engager to Adfin in one click
- Start collection straight away, with automated reminders and chasing
- See payment statuses and outstanding balances in Adfin's dashboard
- Give clients a simple, flexible way to pay
How to get started
The integration is live.
Connect your Engager account to Adfin to start automating payment collection. Sign up with Adfin.
Questions
Adfin integration FAQs
What is the Adfin integration with Engager.app?
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.
How does this integration benefit my accounting practice?
By integrating Adfin with Engager.app, you can automate invoicing, set reminders, and manage collections, reducing manual follow-ups and improving cash flow.
What payment methods are supported through this integration?
The integration supports payments via direct debit, card, and bank transfers, offering flexibility to your clients.
Can I track payment statuses within Engager.app?
Yes, the integration provides real-time updates on payment statuses, allowing you to monitor outstanding and settled invoices directly within Engager.app.
Is the integration compatible with other accounting software?
Yes. Adfin integrates with Xero, so payments can be reconciled in your accounting software. Check Adfin's website for its current list of accounting software integrations.
How do I set up the Adfin integration in Engager.app?
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.
Are there any additional fees for using the Adfin integration?
Adfin charges for its own services, so check Adfin's pricing or contact Adfin for details. Most Engager integrations come at no extra cost from Engager.
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