BaselineZero

How the 30-day trial starts, what it includes, and when your card is charged.

Your 30-day free trial

Who counts as a seat, the three-seat minimum, and how your bill follows your team.

Seats and how billing follows your team

Move between Practice and Firm, how the change is prorated, and moving to Free.

Change your plan

Find your invoices and receipts, and change the card Debut charges.

Invoices and your payment method

What happens when you cancel, how the workspace moves to Free, and deleting it instead.

Cancel your subscription

Where to enter a promotion code and how a discount shows on Billing.

Discounts and promotion codes

Plans, trials, seats, invoices and cancelling.

Billing

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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.

{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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