Finofo

Charles Maranda

Understanding the Account Opening process

Getting Started 

KYB/KYC

Understanding the purpose and importance of Finofo's KYC/KYB process for regulatory compliance and security.

How important is KYC/KYB process

Timeline and tips for Finofo account approval process, including KYC requirements and potential expediting factors.

How long will it take to have my Finofo account approved?

Overview of Finofo's KYC/KYB verification stages: personal, business, leadership, ownership, and ID verification

Stages of Verification

Everything you need to know about verification 

KYB/KYC Verification

Step-by-step guide to resetting your Finofo account password - email verification and new password setup.

How to reset your password for your Finofo account?

Guide to enabling MFA on your Finofo account for enhanced security during login

How to enable Multi-Factor Authentication (MFA) for your Finofo account?

Reset passwords, Multi-factor authentication, and advanced security.

Password & Security

Our goal, mission and why we're building Finofo!

Finofo's mission

Invoice to Paid. AP automation that just works.

What does Finofo do?

About Finofo

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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.

{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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