If you’ve ever sent a proposal to a client, watched them sign it and then waited days or even weeks for the 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, delay new engagements and take attention away from the work of actually serving clients and growing your practice.
This is exactly the problem FigsFlow’s Adfin integration solves. By embedding payment collection directly into the FigsFlow workflow, accountants, bookkeepers and tax advisers can move from proposal to payment without the need for manual intervention or changing of apps. This isn’t just a small convenience, it’s a huge change in how modern accountancy, bookkeeping and tax firms manage client onboarding and cash flow.
A Smarter Way to Collect Fees Upfront
FigsFlow already makes proposals and engagement letters fast, professional and compliant. Adding Adfin takes that efficiency further by letting clients pay securely the moment they accept a proposal. Whether it’s a one-off payment or a recurring service, clients can pay via Direct Debit, card, Pay-by-Bank or digital wallets.
Collecting fees upfront isn’t only about cash flow; it’s about protecting your margins and ensuring work only begins when the commercial agreement is fully secured. Recurring compliance services, such as MTD submissions, payroll or tax bundles, can now be billed automatically without manual follow-ups. This integration turns what used to be a painful administrative process into a natural part of client onboarding.
Automate Payment Reminders Without Damaging Client Relationships
Late payments often strain client relationships. As an accountant, bookkeeper or tax adviser, you feel that the client is lagging behind on compensating you for the service you have diligently provided while the client feels that you do not trust them and view the relationship as a transaction rather than a partnership.
Adfin removes that tension by automating reminders in a professional way. Clients receive clear and polite notifications at the right time, reducing the need for uncomfortable email threads or phone calls.
Meanwhile, your team can focus on high-value work rather than tracking overdue invoices. The integration ensures that payments are collected, recorded and reconciled automatically, leaving your books cleaner and your workflow smoother.
Effortless Reconciliation & Reporting
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 journals or chasing part-payments. This automation reduces errors, improves reporting accuracy and saves countless hours in back-office work.
Turn Proposals Into Revenue
Perhaps the most overlooked benefit of this integration is its impact on proposal conversion rates. When clients can pay immediately after accepting 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.
A Complete Solution for Modern Accountants, Bookkeepers & Tax Advisers
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 advisory practices, this integration is not just a tool, it’s a 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.
Get Started with 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 you.
FigsFlow and Adfin together transform how your accountancy practice gets paid. So, start using FigsFlow today and experience a smoother, more profitable client journey.
