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Membership options for Mid Market Packages

Pro Tier Membership Packages

Explaining the pricing model via the credit cost matrix.

Membership Credit Cost Matrix

Introducing RiskPulse - powered by CreditSafe

Introducing RiskPulse: Enhancing Risk Management for Clients

Rate your own Suppliers

Portfolio Health is a Pro Tier benefit. Read what it is below.

Portfolio Health API

Eamonn Mannion

Lucas Lindenlaub

Connor Carey

Choose a package, manage your credits, and handle billing for your FHR Exchange membership

Packages, Credits, & Billing

Why Are Source Documents Requested?

Everything you need to know about setting up your Outreach program via Pro+

Private Company Outreach

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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.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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