Forge

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Set up Forge, your bank and payroll in your first week.

Getting Started

Log, approve and correct DCAA-compliant timesheets.

Timekeeping

Connect your bank accounts and credit cards to Forge.

Banking

Connect QuickBooks Online and get your books ready for Forge.

Accounting System

Plan and run payroll that lines up with your award.

Payroll

Budgets, allowable costs and staying compliant.

Managing Your SBIR Award

Getting paid through PMS and other federal systems.

Drawdowns & Government Portals

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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.

Ship something

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

Connect your stack

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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