An overview of the Agents module: agent records, classes and types, and how agents link to contracts and service work.

Agents - Overview

Reconcile agent amounts by period: triggers, reconciliation statuses, approval and export.

Agents - Agent Reconciliation

Michael Mulligan

Billing agent management, account assignment, and reconciliation

Agents Extension

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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.

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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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