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Which clients might be about to leave, why, and whether anyone has actually done something about it.

Churn Risk

Your whole book on one screen, already prioritized. The page to open on Monday morning.

Portfolio Review

Which clients are ready to buy more, what to pitch them, and whether now is a good time to ask.

Service Expansion

The actual people at each client — how each relationship is doing, and who on our side owns it.

POC Management

What account teams themselves expect to lose or save this month. The human counterpart to the churn model.

Retention Forecast

The historical record: clients we've already lost, and the revenue that went with them.

Churn Log

Does what a client pays us cover the time we spend on them? An estimate — and this page is honest about how good the estimate is.

Client Profitability

Schae Lilley

Client Health

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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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