AccountKit

How to use the Simple and Flexible Loan Calculators to demonstrate or solve for loan repayment variables with clients.

Loan Calculator

How to use the Retirement Calculator to give clients a rough estimate of savings needed to fund their desired retirement income.

Retirement Calculator

How to use the Compounding Calculator to demonstrate the long-term benefits of superannuation contributions versus investing outside super.

Compounding Calculator

How to demonstrate the time and interest saved by making extra loan repayments, used alongside the Loan Calculator.

Extra Loan Repayments Calculator

How to build business structure diagrams, process maps, and software maps using AccountKit's Client Map tool, including themes, auto-build, and diagram types.

Client Map

Client maps and calculators for planning conversations with your clients.

Consulting tools

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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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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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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