If you’ve ever sent a proposal to a client, watched them approve it, and then waited days or even weeks for payment, you know how frustrating it can be. Chasing overdue invoices, sending awkward reminders, and manually reconciling payments drain time and energy. They disrupt your workflow, slow down new engagements, and take attention away from what really matters: serving clients and growing your practice.
This is exactly the problem FigsFlow’s Adfin integration solves. By embedding payment collection directly into the workflow, accountants, bookkeepers, and tax professionals can move from proposal to payment without manual intervention or switching between apps. This isn’t just a convenience, it’s a significant shift in how modern accounting and bookkeeping firms manage client onboarding and cash flow.
Collect Fees Instantly & Protect Your Margins
FigsFlow already makes proposals and engagement letters fast, professional and compliant. Adding Adfin takes that efficiency further by allowing clients to pay securely the moment they accept a proposal. Whether it’s a one-time payment or a recurring service, clients can pay via Direct Debit, credit or debit card, Pay-by-Bank, or digital wallets.
Collecting fees upfront isn’t just about cash flow, it’s about protecting your margins and ensuring work only begins once the engagement is fully confirmed. Recurring services such as tax compliance, payroll or bookkeeping packages can now be billed automatically without manual follow-ups. This integration turns what used to be a painful administrative process into a seamless part of client onboarding.
Send Payment Reminders Without Making Client Relationships Awkward
Late payments can strain client relationships. As an accountant or bookkeeper, you may feel frustrated when clients lag on paying for services you’ve already delivered, while clients might feel that reminders suggest a lack of trust or that the relationship is transactional.
Adfin resolves this tension by automating reminders in a professional way. Clients receive polite notifications without the need for uncomfortable emails or calls. Meanwhile, your team can focus on high-value work instead of chasing invoices. Payments are collected, recorded, and reconciled automatically, leaving your books cleaner and your workflow smoother.
Reconcile Payments Effortlessly & Save Time
Manual reconciliation is one of the most tedious parts of running an accounting practice. With Adfin integrated into FigsFlow, payments are automatically matched to the correct engagement.
There’s no need for suspense accounts, manual journal entries, or chasing partial payments. This automation reduces errors, improves reporting accuracy, and saves hours of back-office work every month.
Bridge the Gap Between Engagement & Payment
One of the most impactful benefits of this integration is its effect on proposal conversion. When clients can pay immediately after approving a proposal, the process feels natural and intuitive.
The delay between “yes” and payment disappears, meaning proposals turn into revenue faster. Cash flow becomes more predictable, and firms can scale their services without adding administrative overhead.
Transform Your Accountancy & Bookkeeping Practice with FigsFlow + Adfin Integration
The combination of FigsFlow and Adfin goes beyond convenience. It transforms the entire client journey into a fully automated, end-to-end system: from proposal to engagement letter, from payment to reconciliation. For modern accounting, bookkeeping, and tax firms, this integration is not a true strategic advantage.
By removing friction, automating repetitive tasks, and providing a seamless client experience, FigsFlow’s Adfin integration helps firms operate more efficiently, improve client satisfaction, and increase profitability.
Start Using FigsFlow + Adfin Integration Today
FigsFlow’s Adfin integration is live and ready to use. If your firm is ready to stop chasing payments, reduce admin and improve cash flow, there’s never been a better time to sign up.
With this integration, collecting fees upfront, automating payment reminders and reconciling payments happens naturally within your workflow. It’s faster, smarter and more professional, and it’s designed specifically for US accounting and bookkeeping practices.
FigsFlow and Adfin together transform how your firm gets paid. Start using FigsFlow today and experience a smoother, more profitable client journey.
